EU/UK Portfolio - 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.
10%
Year to Date
10%
p.a Since Inception
$25K*
Minimum investment
*Open to Wholesale and Sophisticated Investors Only
Inception: 1st February 2025
SMA SUMMARY
PERFORMANCE
At 30th April 2025
Return on A$100k since inception
CLIMATE FINANCE THEMATIC HOLDINGS
PERFORMANCE RETURNS AT 30 APRIL 2025
| 1mth | 3mth | 6mth | 1yr | 5yr | SI p.a | SI | |
|---|---|---|---|---|---|---|---|
| EU/UK SMA | 12.0% | 12.0% | |||||
| Benchmark | -1.7% | -1.7% | |||||
| Outperformance | 10.3% | 10.3% |
Cumulative Return, since inception (A$ net of fees)
SI = since inception (01 Feb 2025)
TOP 5 HOLDINGS
| Holding | Theme | % | |||||
|---|---|---|---|---|---|---|---|
| Siemens Energy AG | Energy Transformation | 7.7% | |||||
| Verbio SE | Energy Efficeincy | 6.6% | |||||
| EDP Renovaveis | Energy Efficiency | 6.0% | |||||
| Compagnie de Saint Gobain | Energy Transformation | 5.8% | |||||
| SSE Plc | Energy Transformation | 5.6% |
EU/UK SMA MONTHLY REPORT
The ECAM Commitment
Built for Resilience, we engineer portfolios that lean into strength, hedge with discipline, and adapt in real time — across volatility regimes, policy shifts, and market narratives.
We don’t follow cycles. We navigate them.
That’s the ECAM advantage.
Ready to make a difference?
We invite you to take the next step towards impactful investing with Emit Capital Asset Management. We are ready to discuss how our unique strategies can align with your investment goals and contribute to a sustainable future.
Contact Us Today
Call us on +61 3 9593 2866 or email us here (or copy and paste this email address: info@emitcapital.com.au) to arrange a meeting with our investment team. Let’s explore how we can work together to achieve both outstanding financial performance and meaningful environmental impact.