Review: Small-cap growth with high distribution policy
European Assets Trust (EAT) invests in small- and mid-cap companies in Europe with the aim of achieving capital growth. A 6% annual distribution policy has found favour with investors in the low interest rate environment, narrowing the discount in recent years. While short-term performance has been behind the Euromoney Smaller Europe ex-UK index, largely because of a poor showing from some financial services holdings, the fund has a strong long-term track record versus both the index and its peer group. A concentrated portfolio that blends sustainably growing companies with recovery situations, but always with a keen focus on valuation, should mean EAT is capable of benefiting from a range of market conditions.
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