EU/UK Portfolio – February 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$250,000 or equivalent |
| 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
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.
Risk: Cyclical drawdowns across industrials and materials during periods of macro slowdown; adverse EUR and GBP currency movements versus AUD impacting reported returns.
Opportunity: Long-duration structural investment across power grids, electrification, renewable integration, and energy-efficiency initiatives underpins selective exposure to companies with strong balance sheets, pricing power, and visible multi-year order backlogs.
Performance
EU/UK Portfolio vs STOXX Europe 600
Returns
| 1mth | 3mth | 6mth | 1yr | SI | |
|---|---|---|---|---|---|
| EU/UK Portfolio | 3.5% | 14.5% | 20.7% | 34.3% | 34.3% |
| Benchmark | 1.3% | 3.3% | 7.6% | 16.2% | 16.2% |
| Active return | 2.2% | 11.2% | 13.1% | 18.1% | 18.1 |