JOHCM Global Smaller Companies A USD

Ranked 7 out of 35 in - Global Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Thorsten Becker

Thorsten Becker joined J O Hambro Capital Management in 2014 as a senior fund manager responsible for managing their US Small and Mid-cap Equity and Global Smaller Companies strategies. Prior to joining JOHCM, he was a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments. Before the formation of Pyramis in 2005, Thorsten worked for Fidelity from 1996.

Arun Daniel

Arun Daniel is a senior fund manager at J O Hambro Capital Management where he is responsible for managing the US Small and Mid-Cap Equity and the Global Smaller Companies strategies. He joined the firm in 2014 and prior to this, he was a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments from 2007.

Vincent Rivers

Vince Rivers is a senior fund manager at J O Hambro Capital Investment where he is responsible for managing the US Small and Mid-Cap Equity and the Global Smaller Companies strategies. He joined the firm in 2014 and prior to this, he was a portfolio manager at Pyramis Global Advisors, a unit of Fidelity Investments from 2006.

Objective

The investment objective of the Fund is to achieve long-term capital appreciation by investing in a portfolio of equity securities of smaller and mid-sized capitalisation companies domiciled in the global market.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.7%
2018 -6.4% -4.0% 11.5% 4.3% -16.2%
2017 14.0% 5.3% 0.3% 2.7% 5.0%
2016 28.8% -1.3% 7.5% 9.8% 10.5%
2015 -6.4% -7.6% 8.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Jacobs Engineering Group Inc ORD 3.64%
MasTec Inc ORD 2.77%
Nitori Holdings Co Ltd ORD 2.70%
Nomad Foods Ltd ORD 2.62%
Allegion PLC ORD 2.61%
Masco Corp ORD 2.32%
Tapestry Inc ORD 2.31%
Godrej Consumer Products Ltd ORD 2.30%
Post Holdings Inc ORD 2.23%
Mosaic Co ORD 2.16%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date31/03/2015
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN IE00BW38RD60

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).