Review: Finding value in European small-caps
TR European Growth Trust (TRG) holds a diversified portfolio of European (ex-UK) small and mid-cap companies, with the aim of achieving long-term capital appreciation. Set up in 1990, the trust has been managed by Ollie Beckett (assisted by Rory Stokes) at Henderson Global Investors since July 2011, over which time it has comfortably beaten the benchmark Euromoney Smaller Europe ex-UK index in share price and NAV total return terms, as well as outperforming larger-cap European stocks and the FTSE All-Share index. The portfolio is biased towards value situations and companies at the smaller end of the market cap spectrum. While focused on capital growth, the trust has also grown its ordinary dividend by a compound 15.5% a year over the past five years.TR European Growth Trust operates as an investment trust. Co. is focused on investing in smaller and medium sized companies. Investments may include shares, securities and related financial instruments, including derivatives. Co. has appointed Henderson Investment Funds Limited to act as its Alternative Investment Fund Manager.
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