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Europe Future Leaders Fund

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Benefiting from disruptive business models in Europe

Benefiting from disruptive business models in Europe

We believe there is opportunity in the European market for a concentrated fund focusing on truly innovative companies with differentiated business models and led by entrepreneurial management teams.

We are specifically looking for companies that are set to grow thanks to their ability to maintain their competitive advantage which allows them to operate largely independently of the macro environment.







The Fund aims to deliver long-term capital appreciation through a high conviction, concentrated, fundamental driven portfolio with a mid-cap bias that will typically invest in 30-35 stocks. The Fund will maintain a fundamental, active stock-picking style which focuses on the highest quality, growth companies with leading management teams across Europe. With the future leaders fund we don’t have sector constraints; therefore we are entirely focused on security selection for alpha generation. Almost invariably, we seek to invest in companies whose prospects depend, as far as is reasonably possible, on their own efforts and not on external factors such as macro or political events.

EFGAM has long held the view that great management is pivotal to successful companies and their ability to continually innovate or disrupt the status quo. However, this is not easily quantifiable or always apparent from traditional company analysis. The Future Leaders Panel was established to work alongside EFGAM analysts to build a proprietary and practical investment framework to enable EFGAM to identify visionary leaders in company management teams.

Click here to find out more about the Future Leaders Panel: https://efgfutureleaderspanel.com/

PRICES AND LITERATURE

Class ISIN Price Currency Price Date Factsheet Datasheet KIID
EUR SD Acc IE00BK5H0P01 102.81 EUR 11/21/2019 - -
EUR I Acc IE00BK5H0Q18 102.77 EUR 11/21/2019 - -
EUR O Acc IE00BK5H0R25 102.63 EUR 11/21/2019 - -

DOWNLOAD FUND DOCUMENTS FOR DUE DILIGENCE

Reports & Accounts
Annual Report-ENG
Semi-Annual Report-ENG
Prospectus
Full Prospectus-ENG
How to Invest
Application Form
Shareholder Notice
Shareholder Notice-ENG
HMRC Year End Reporting
HMRC Reporting-ENG
Dealing Calendar
Dealing Calendar-ENG
Memorandum and Articles of Association
Memorandum and Articles of Association-ENG
Dividend Schedule
Dividend Schedule-ENG