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JOHCM Global Select B GBP

Ranked 386 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Lees

Christopher Lees graduated from London University with a BSc in Geography in 1989. He joined Baring Asset Management in 1990 as a graduate trainee, working first with the fixed income team, the UK equity team, and then the UK asset allocation team. Chris has been a member of the Global Equity Group since its inception in 2002 and was made the head of the global sector teams in 2002. From 1994 he was located in Boston as a member of the US equity team. During his tenure in North America he was lead manager for the Baring American Growth Trust and the Baring North America fund. Chris was awarded the CFA designation in 1995 and managed the Baring Global Select fund before moving to JO Hambro in April 2008.

Nudgem Richyal

Nudgem Richyal, CFA is a senior fund manager at J O Hambro Capital Management. He joined the firm in 2008 and is responsible for managing their Global and International Equities strategies and their Global Sharia Compliant Equity strategy. Prior to joining JOHCM, Nudgem was an investment director within the Global Equity Group at Baring Asset Management. He holds a first class BSc (Hons) in Chemistry from the University of Manchester.

Objective

The primary investment objective of the Fund is to achieve long-term total returns. The Fund aims to achieve its objective by investing in a portfolio of global equity securities listed on any Recognised Market. Under normal market environments it is the intention to be near-fully invested, and at no time will less than 80% of the Fund’s total net assets be invested in such securities. The benchmark of the Fund will be the MSCI ACWI NR Index (net dividends reinvested) but the Fund will be managed on an ‘unconstrained basis’ with no restrictions in terms of regional or sector allocation versus this benchmark

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.2%
2018 -2.4% -1.1% 9.7% 0.2% -10.3%
2017 13.7% 6.1% -2.3% 3.5% 6.0%
2016 21.0% 1.6% 8.1% 10.0% 0.1%
2015 -2.1% 13.7% -9.3% -12.8% 8.9%
2014 13.8% -0.4% 4.9% 5.6% 3.1%
2013 35.4% 18.2% 0.8% 4.9% 8.4%
2012 8.0% 7.7% -7.9% 9.1% -0.2%
2011 -12.1% -1.3% 0.4% -16.0% 5.7%
2010 33.7% 9.7% -7.1% 10.7% 18.5%
2009 6.2% -11.4% 4.2% 15.1% -0.1%
2008 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 10.96%
SAP SE ORD 2.59%
Kao Corp ORD 2.58%
Accenture PLC ORD 2.54%
Oracle Corp ORD 2.51%
First Quantum Minerals Ltd ORD 2.49%
Newcrest Mining Ltd ORD 2.44%
Medtronic PLC ORD 2.44%
Nippon Telegraph and Telephone Corp ORD 2.43%
Rio Tinto PLC ORD 2.43%
31/03/2019

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 date30/09/2008
  • Share Class size1,832Mn
  • Base currencyGBP
  • ISIN IE00B3DBRL03

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

John Wood exit sparks £700m JO Hambro Capital fund outflow

The retirement of star fund manager John Wood in 2017 has been a major factor behind JO Hambro Capital's first annual outflow in 10 years.

JOHCM soft-closes £3.7bn equity fund duo

J O Hambro Capital Management has soft-closed two equity funds to safe-guard the investment processes of the strategies.

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