Pan-European Investments: from Russia to Germany

James Yardley 11/02/2021

Ben Griffiths, manager of T. Rowe Price European Smaller Companies Equity talks us through the investment outlook and opportunities in pan-Europe. With a Brexit decision made we found out how it’s affected companies [0:40] and the market [2:00] before diving into the fund.

Ben talks us through opportunities in the UK [3:23] including computer games [5:07] and Trainline [10:15] before moving to emerging Europe [6:20]. Focusing on Russia [7:03] in particularly Ben tells us more about the Amazon of Russia [7:30]. We finish with the funds top holding Shop Apotheke [11:26] an online pharmacy in Germany and Ben’s long term favourite, MIPS [13:15] a safety technology for helmets.

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.