Threadneedle European Select

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Chase de Vere’s Patrick Connolly: Threadneedle European Select

“This is one of the premier European investment funds, building a strong track record with a high conviction approach and relatively low volatility. By investing in a fairly concentrated portfolio of between 45 and 65 stocks, and having the flexibility to take significant stock and sector bets, the fund’s performance can differ significantly from the benchmark and competitor funds. It invests in good quality companies with strong business models and the pricing power necessary to generate decent returns in most environments. This includes an improving economic backdrop with David Dudding and his team being better placed than most to identify and back the winners rather than the losers.”

Click here for Jason Hollands’ European fund pick