JOHCM European Select Values

Select share classes
There is only one type of share class for this fund.

J O Hambro Capital Management Umbrella Fund PLC - European Select Values Fund A GBP Inc

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



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

£6.039

arrow-up£0.032 (+0.53%)

Fund Code

JOESI

3290422

IE0032904223

Prices updated as at 22 Sep 2021
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Prices in GBP

Investment objective
The aim of the Fund is to achieve long-term capital appreciation, through investment in equity securities of companies domiciled or exercising the predominant part of their economic activities in Europe, which are listed on European exchanges or a Recognised Exchange. At no time will less than two-thirds of the Fund’s total assets be invested in such securities. From time to time, the Fund may invest in securities listed on a Recognised Stock Exchange outside Europe. Performance of the Fund will be measured against the MSCI Europe NRIndex.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Aug 2021

1 year3 years
-7.52-5.63
1.301.17
-0.18-0.71
87.6887.93
1.110.20
21.4318.90
8.807.08

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.