JOHCM UK Dynamic

Select share classes

J O Hambro Capital Management UK Dynamic Fund Y GBP Acc

A Select 50 Fund - Fidelity insight
Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price


arrow-down£-0.001 (-0.06%)

Fund Code




Prices updated as at 18 Jan 2022
Prices in GBP

Investment objective
The Sub-fund’s investment objective is to achieve capital growth over a rolling seven to ten year period as well as providing income. The Sub-fund’s target is to have a return greater than the FTSE All-Share Total Return index (12pm adjusted), which is used in the calculation of performance fees. At least 90% of the Sub-fund is invested in the shares of companies listed on either of the two primary markets of the London Stock Exchange: the Main Market (FTSE) and the Alternative Investment Market (AIM). At all times at least 75% of the Sub-fund is invested in the shares of companies that are domiciled, incorporated or have a significant portion of their business in the UK.

Growth of £1,000 as of 19 Jan 2022, 13:01

Trailing returns (%) as of 19 Jan 2022, 13:01

Annual performance (%)

YearThis fundUK Flex-Cap Equity
31 Dec 11 - 31 Dec 12--
31 Dec 12 - 31 Dec 13--
31 Dec 13 - 31 Dec 142.820.14
31 Dec 14 - 31 Dec 150.096.91
31 Dec 15 - 31 Dec 1621.1710.32
31 Dec 16 - 31 Dec 1716.1516.12
31 Dec 17 - 31 Dec 18-10.21-12.18
31 Dec 18 - 31 Dec 1921.0223.75
31 Dec 19 - 31 Dec 20-17.55-5.02
31 Dec 20 - 31 Dec 2122.7116.33

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day-0.06-0.87
1 Month5.791.11
3 Months6.32-0.32
6 Months7.802.23
1 Year23.7312.39
3 Years annualised6.568.38
5 Years annualised5.355.91
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.