European Opportunities Trust

LN: JEO

Market Cap£905m

Last Close 864p

The objective of EOT is to invest in securities of European companies, in sectors or geographical areas that are considered by the investment manager to offer good prospects for capital growth, taking into account economic trends and business development.

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Investment summary

European Opportunities Trust’s (EOT’s) manager, Alexander Darwall, aims to construct an ‘all weather’ portfolio comprising stocks able to generate profits and capital growth in all economic climates. He seeks out globally focused companies with unique technologies, favourable industry structures and multiple growth channels. Recent performance has been mixed, in part due to the trust’s quality bias, but long-term performance has been strong in absolute and relative terms. EOT made annualised returns over the 10 years to end February 2022 of 11.4% in NAV terms and 10.9% on a share price basis, compared to a benchmark return of 8.7%. Darwall is confident that his consistent, high-conviction investment approach will ensure the trust weathers the challenges posed by the current climate and continues to deliver capital growth over the long term.

Content on European Opportunities Trust
European Opportunities Trust – Tough times expected to reaffirm a tested strategy
Investment companies | research Review | 28 March 2022
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European Opportunities Trust – A ‘fund for all seasons’ targeting global winners
Investment companies | research Initiation | 7 September 2021
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Sector
Investment companies
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Share price graph
Price performance
%
1m
3m
12m
Actual 3.6 1.3 22.0
Relative* 2.6 (0.3) 5.5
52-week high/low 891.0p/681.0p
*% relative to local index
Key management
Richard Pavry CEO

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