Report
James Carthew

European Opportunities Trust – European winners, global exposure

European Opportunities Trust (EOT) remains the most growth-focused fund in its peer group. This is at a time when there are increasing signs of this style of investing coming back into favour, as inflation remains under control and interest rates trend down. More widely, Europe seems to be coming back on to the radar of investors, not least because of the policy whiplash that has accompanied Donald Trump’s second presidency, and its impact on the US market. Nonetheless, the managers are not simply relying on a European renaissance, but are maintaining their focus on companies with global revenues.
Provider
QuotedData Retail
QuotedData Retail

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Analysts
James Carthew

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