Sam is a Director in the Global Smaller Companies team and is lead manager of the European Assets Trust and the European portion of the Global Smaller Companies Trust. Sam joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2010. He joined the group from BNP Investment Partners. He began his career in 2000 as a European Institutional analyst at Invesco before moving to Barings, and then to Fortis Investments as a Portfolio Manager within their European Small Caps team. Sam graduated with a BA (Hons) in Economics from Nottingham University in 1999, has attained the IMC and is a CFA Charterholder.
The Trust seeks to generate attractive long-term capital growth through investment in quoted small and medium-sized companies in Europe, excluding the UK. As well as capital growth the company aims to offer an attractive dividend, with payments made in January, April, July and October of each year.
- A high-conviction trust that taps into the huge potential of small and medium-sized companies in Europe
- Attractive combination of capital growth and income; 6% of the year end NAV paid to shareholders as dividends*
- Under researched asset class which offers the potential for significant performance from stock picking
Long-term capital growth
A focused portfolio
Fund Facts and Key Dates
Columbia Threadneedle Investment Business Limited
Euromoney Smaller European Companies (ex-UK) Index
European Smaller Companies
£364.6 million (as at 30.06.2022)
8.27% (as at 30.06.2022)
Annual general meeting
Shareholders’ and Investors’ Briefing
Dividend payment date(s)
January, April, July and October
Sustainability and ESG
Jack is a portfolio non-executive director and has served on the Boards of FTSE 250 and other public and private companies. He is currently Chairman of ICG-Longbow Senior Secured UK Property Debt Investments Limited and a non-executive director and Chairman of the Audit and Risk Committee of Witan Investment Trust plc. In his executive career he was Chief Executive of Scottish Enterprise and prior to this, Managing Partner, Glasgow and a Regional Industry Leader for Scotland and Northern Ireland for Ernst and Young LLP. He is a member of the Institute of Chartered Accountants of Scotland and is a past Chairman of CBI Scotland.
Julia has 28 years’ experience of capital markets in the financial services sector, most recently at Credit Suisse where she led global client facing teams alongside leading One Bank Delivery. She has served on various boards and is currently a non-executive director of International Public Partnerships, Strategic Command and the British Foreign and Commonwealth Development Office. Julia is also Vice Chairman of the Royal Academy of Dance.
Stuart is a co-founder and partner of Scottish Equity Partners, one of Europe’s leading technology growth equity investors. He is an experienced technology investor with over 20 years of equity investing in European private companies and is a member of the Institute of Chartered Accountants of Scotland.
Martin is Founder and CEO of 2M SRLS and Gruppo Glossip Srl. Previously he was an executive with Siemens, Chief Financial Officer of SEVES and Intercos Group and Chief Executive Officer of Italian cosmetic manufacturer Gotha Cosmetics.
Pui Kei has worked for over 25 years in equities. Her roles included UK institutional equity portfolio management and research at Mercury Asset Management, Pan European equity responsibilities at UBS and Bank of America Merrill Lynch advising large institutional investors and hedge funds, and more recently working with earlier stage private companies.