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CRUX European Special Situations Feeder Fund

CRUX European Special Situations Feeder Fund has been managed by Richard Pease and James Milne since its launch.

The aim: to capture growth while protecting the portfolio from potential downside CRUX European Special Situations Feeder Fund has a rigorous investment approach, seeking to achieve long-term capital growth by identifying and investing in the best stock ideas within its investment universe.

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 Fund Name  CRUX European Special Situations Feeder Fund
 Fund Manager(s)  Richard Pease & James Milne
 Inception  1 June 2017
 Benchmark  FTSE World Series Europe EUR
 Status  UCITS (Luxembourg)
 Pricing Frequency  Daily

 


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The Sub-Fund will invest at least eighty-five percent (85%) of its assets in the FP CRUX UCITS OEIC - FP CRUX European Special Situations Fund (the “Master Fund”). Therefore, the investment objective of the Sub-Fund shall be read in conjunction with the one of the Master Fund. The investment objective of the Master Fund is to achieve long term capital growth by investing in European (excluding the UK) equities of companies in special situations.

The Master Fund is a sub-fund of FP CRUX UCITS OEIC, an open-ended investment company authorised as a UCITS (within the meaning of the UCITS Directive) and supervised by the FCA, incorporated with unlimited duration under the laws of England, having its registered office at Cedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset BH217SB, and registered under number IC001022.

The Master Fund is a master fund within the meaning of the 2010 Law and must be able to be categorised as such at any time, i.e., it must (i) have at least one feeder UCITS among its shareholders, (ii) not be a feeder UCITS itself and (iii) not hold units in a feeder UCITS.

The financial year of the Master Fund ends on 30 September each year.

CRUX European Special Situations Feeder Fund aims to achieve long-term growth by investing in European companies in special situations (5% maximum in UK).

  • Alpha generation driven by bottom-up stock selection
  • Emphasis on active management seeking long-term capital growth
  • Disciplined, research-driven investment process
  • Not benchmarked; country weightings are a result of the fund's investments
  • Low portfolio turnover

Fund Prices

Fund Managers

Richard Pease
Richard has over three decades of experience in the financial industry. He Has managed the CESSF fund since its launch in October 2009.

James Milne
James has been the Co-manager on CESSF since launch in October 2009.

Fund Aim

The fund aims to achieve long term capital growth by investing in European (ex UK) equities of companies in special situations.

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IMPORTANT INFORMATION

The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and investors may not get back the original amount invested. CRUX funds may be higher risk than other funds and past performance is not a guide to future performance. Investments in emerging markets are higher risk and potentially more volatile than those in established markets. CRUX funds may hold a greater percentage of smaller company stocks which can be higher risk than those in larger companies. If you are unsure about the suitability of an investment please consult an authorised financial adviser.

The material within this webpage is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell investments. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. Any views are those of CRUX as at issue, unless stated otherwise, and we do not undertake to advise you as to any change of our views. Forecasts/ estimates are not a reliable indicator of future performance. All information is given in good faith but without any warranty. CRUX does not give investment advice and only provides information on CRUX products.

Further risk information can be found in the Prospectus/Key Investor Information Document which should be read carefully prior to investing and can be obtained by calling 0345 113 6965 or downloaded from the Literature page on www.cruxam.com.

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