EU/UK Portfolio
Separately Managed Account (SMA)
Undervalued Potential. Strategic Precision
Our European and UK Equities SMA targets structural inefficiencies across developed EU markets — combining selective exposure to industry leaders with dynamic hedging to manage risk. We seek to capitalise on valuation gaps, regulatory tailwinds, and policy shifts, with a portfolio designed to move decisively as Europe repositions in a changing global landscape.

+15%
Year to Date^
$50K*
Minimum investment
*Open to Wholesale and Sophisticated Investors Only
^ Calendar Year to Date
Inception: 1st February 2025
SMA SUMMARY
At 31 JULY2025
PERFORMANCE^^
Return on A$100k since inception