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.

+16%

Year to Date^

$100K*

Minimum investment

*Open to Wholesale and Sophisticated Investors Only

^ Calendar Year to Date

Inception: 1st February 2025

SMA SUMMARY

Attribute	Details
Name	Emit Capital Europe/UK SMA
Structure	Separately Managed Account (SMA)
Investor Type	Wholesale
Asset Class	Global Listed Equities
Regions	Europe, UK
Strategy Inception	1 February 2025
Number of Holdings	15–25
Cash Range	5–15%
Minimum Initial Investment	A$100,000
Pricing	Daily
Prime Broker	Interactive Brokers (IBKR)

PERFORMANCE

At 30 September 2025

Return on A$100k since inception

PERFORMANCE RETURNS (A$)

30 September 2025

	1 mth	3 mth	6 mth	SI**
EU/UK SMA	4.6%	2.4%	19.6%	16.3%
Benchmark^^	1.4%	3.1%	10.2%	9.5%
Active Return	3.2%	-0.7%	9.4%	6.9%

** 1 February 2025

^^ STOXX Europe 600 Net Return

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