J O Hambro Capital Management UK Dynamic Fund Y GBP Acc
£1.944
£-0.004 (-0.21%)
JODMA
BDZRJ10
GB00BDZRJ101
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Our view
Why we like the fund
The strategy seeks to profit from extremes in valuation and sentiment and considers what can change those extremes. The PM only invests in companies that pay a dividend or intend to pay one in the coming 12 months. The edge comes from a strong analytical approach and sound knowledge of companies supported by a robust screening and risk process. He aims to build a margin of safety through investing in stocks that exhibit not just traditional value characteristics but also idiosyncratic drivers in the form of management and strategic change.
How to use this fund
Using this fund with a quality growth fund would make a good combination. Quality Growth has been the dominant performing style for many years but there are times when it pays to be able to take profits from these strategies and transfer to funds which will benefit when value stocks are in favour. Combined with a quality growth fund, the top level the spread across the market cap spectrum could work well with all cap brackets represented. There would also be a nice balance between domestic and international earners which in turn will help to mitigate currency risk.