EU/UK Portfolio – January 2026
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.
EU/UK Portfolio — SMA Facts
| Attribute | Details |
|---|---|
| Name | Emit Capital EU/UK Portfolio |
| Structure | Separately Managed Account (SMA) |
| Investor Type | Wholesale |
| Asset Class | Global Listed Equities |
| Regions | Europe, United Kingdom |
| Strategy Inception | 28 Feb 2025 |
| Number of Holdings | 15–25 |
| Cash Range | 5–15% |
| Minimum Initial Investment | A$100,000 |
| Pricing | Daily |
| Prime Broker | Interactive Brokers (IBKR) |
SMA Summary
Strategy objective: Long‑only EU/UK equities with active risk management overlay
Benchmark: STOXX Europe 600
Currency exposure: AUD & USD reporting available
Risk management: Index hedging, options overlays, tactical cash
Suitable investors: Wholesale & sophisticated investors seeking long‑term capital growth
Positioning Notes
Built for an environment where European grid capex, industrial reshoring, and security‑of‑supply priorities can re‑rate quality compounders — while FX, rates, and geopolitics can reprice risk quickly.
Risk: cyclical drawdowns (industrials/materials) + EUR/GBP FX swings in AUD terms.
Opportunity: structural spend on grids, electrification, renewables integration and efficiency supports selective winners.
Performance
EU/UK Portfolio vs STOXX Europe 600
Returns
| Series | 1mth | 3mth | 6mth | SI |
|---|---|---|---|---|
| EU/UK Portfolio | 6.7% | 8.5% | 12.9% | 29.8% |
| Benchmark | -0.2% | 3.4% | 7.8% | 14.7% |
| Active return | 6.9% | 5.0% | 5.0% | 15.1% |