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



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

£1.105

arrow-down£-0.003 (-0.27%)

Fund Code

JODMA

BDZRJ10

GB00BDZRJ101

Prices updated as at 19 Oct 2020
|
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.

Our view

Profile
Alice Logue
Research Analyst

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.

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.