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.

 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

 


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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