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JOHCM UK Growth B

Ranked 246 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Vishal Bhatia

Hailing from Abu Dhabi, Vishal Bhatia started his career at the age of 22 at ABN Amro as a telecom equipment analyst. After four years in 2006, he joined Merrill Lynch where he spent a year in the same role. Currently Vishal manages equity funds at J O Hambro Capital Management. He holds a degree in accounting and finance from the London School of Economics and is a CFA charterholder. Away from fund management he enjoys football, the cinema and theatre, cricket and squash.

Mark Costar

Mark Costar joined the J O Hambro Capital Management Group in August 2001 and manages the JOHCM UK Growth Retail fund. Prior to this he spent 9 years at Clerical Medical Investment Group.

Objective

The primary investment objective of the Fund is to seek long-term capital growth. The Fund aims to achieve its objective by investing in solid, well managed companies domiciled or exercising the predominant part of their economic activities in the UK, capable of generating growth throughout the economic cycle. Any income the Fund generates for this share class will be reinvested annually to grow the value of your investment unless the shareholder elects for a cash dividend.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 246/255 Total Return
  • Rank 85/255 Standard Deviation
  • Rank 191/255 Max Drawdown
Fund Name Currency Loss
190 Aviva Investors UK Listed S&MCap SC 1 Acc GBP

-16.6%

191 JOHCM UK Growth B GBP

-16.6%

192 Kames UK Equity Acc B GBP

-16.6%

193 Slater Growth A Acc GBP

-16.6%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.7%
2018 -15.0% -6.8% 9.4% -3.3% -13.8%
2017 16.6% 5.8% 0.5% 2.3% 7.1%
2016 8.7% -7.6% -0.5% 12.8% 4.9%
2015 -5.6% 1.4% 0.6% -7.6% 0.1%
2014 5.3% 2.0% 0.3% 2.3% 0.7%
2013 36.4% 12.4% 2.3% 10.7% 7.2%
2012 30.4% 15.7% -5.7% 10.7% 8.0%
2011 -17.4% -0.8% -0.8% -15.4% -0.8%
2010 9.3% 2.6% -13.0% 11.4% 9.9%
2009 48.6% -7.2% 25.8% 29.6% -1.7%
2008 -23.3% -12.8% 0.2% -4.1% -8.5%
2007 -5.1% 4.1% 3.6% -5.4% -7.0%
2006 16.6% 10.3% -3.9% 3.8% 6.0%
2005 21.4% 5.2% 3.3% 8.6% 2.8%
2004 14.3% 1.9% 1.8% 2.9% 7.1%
2003 28.9% -8.5% 21.2% 7.3% 8.4%
2002 -16.3% 5.1% -8.0% -18.8% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 7.90%
Royal Dutch Shell Plc B ORD 5.76%
Rio Tinto PLC ORD 4.12%
Standard Chartered PLC ORD 3.69%
Sigma Capital Group PLC ORD 3.65%
Rolls-Royce Holdings PLC ORD 3.64%
First Derivatives PLC ORD 3.58%
Associated British Foods PLC ORD 3.29%
Barclays PLC ORD 3.23%
Oxford Metrics PLC ORD 2.88%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date06/11/2001
  • Share Class size271Mn
  • Base currencyGBP
  • ISIN IE0031005543

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25%

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