EU/UK Portfolio — March 2026
Europe/UK energy transition leaders. Active risk control.
Portfolio Overview
The portfolio is positioned to benefit from sustained European grid investment, industrial reshoring, and heightened security-of-supply priorities, which are expected to support the re-rating of high-quality compounders. This positioning is balanced against the potential for rapid risk repricing driven by FX volatility, interest-rate shifts, and evolving geopolitical dynamics. High-conviction exposure to European and UK listed equities, designed to participate in upside while actively managing downside risk across market regimes. The portfolio targets electrification, grids, industrial efficiency, clean power and energy-transition infrastructure across Europe and the UK.
SMA Facts
Performance
| AUD Returns | 1mth | 3mth | 6mth | 1yr | SI p.a. |
|---|---|---|---|---|---|
| EU/UK Portfolio | -2.2% | 8.2% | 13.1% | 35.2% | 31.6% |
| STOXX 600 NR | -6.9% | -5.8% | -0.6% | 9.0% | 8.2% |
| Active Return | 4.7% | 14.0% | 13.7% | 26.3% | 23.4% |
Invest with a disciplined, actively managed portfolio framework.
Access high-conviction regional and thematic portfolios through Emit Capital’s SMA structure, with institutional portfolio construction and active downside risk management.