JOHCM European Select Values B GBP

Ranked 116 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Robrecht Wouters

Robrecht Wouters was born in 1966 and holds a Masters degree in applied economics from the University of Leuven in Belgium. He joined JO Hambro Capital Management Group in 2003 where he is currently a senior fund manager of the JOHCM European Select Values fund where he adopts a disciplined bottom-up stock picking process, focusing very selectively on companies with robust cash flows and strong business models. Robrecht has been managing funds for over three years.

Objective

The Fund aims to achieve its objective by investing in equity securities of companies domiciled or exercising the predominant part of their economic activities in Europe which are listed on European Exchanges or a Recognised Exchange.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.1%
2018 -13.7% -6.7% 1.5% 3.6% -12.1%
2017 14.0% 7.5% 5.2% 0.2% 0.6%
2016 22.8% 5.7% 4.0% 8.2% 3.2%
2015 5.4% 8.1% -4.7% -3.8% 6.3%
2014 1.9% 1.9% -0.1% -3.1% 3.3%
2013 28.9% 15.1% -0.4% 7.5% 4.5%
2012 17.0% 9.4% -6.6% 7.4% 6.6%
2011 -9.2% 3.0% 4.0% -17.8% 3.1%
2010 22.1% 9.1% -11.2% 11.0% 13.6%
2009 45.3% -6.8% 14.1% 29.2% 5.8%
2008 -32.7% -13.4% -11.9% -9.8% -2.3%
2007 13.3% 8.8% 6.9% -3.7% 1.1%
2006 21.0% 13.4% -4.7% 5.0% 6.6%
2005 26.8% 4.7% 3.9% 9.7% 6.3%
2004 12.6% 2.1% 2.8% -3.2% 10.8%
2003 12.7% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date07/05/2003
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN IE0032904009

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment5.00%

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