JOHCM UK Growth Fund A Inc
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£5.24
£0.06 (+1.16%)
Fund Code
JOUGI
3300934
IE0033009345
Prices updated as at 12 Dec 2025
Prices in GBP
Investment objective
The investment objective of the Fund is to achieve long term capital growth in excess of the FTSE All Share Total Return Index. The investment policy is to seek opportunities in what the Investment Manager considers to be solid, well-managed companies domiciled or exercising the predominant part of their economic activities in the UK, and capable of generating growth throughout the economic cycle. The Fund will maintain a balanced portfolio of equities which shall be listed on either of the two primary markets of the London Stock Exchange -the Main Market and the Alternative Investment Market. At all times at least three quarters of the Fund’s total assets will be invested in equity securities of companies domiciled or exercising the predominant part of their economic activity in the United Kingdom. The Fund will invest in a broad range of equity market capitalisations, ranging from FTSE 100 companies to smaller companies.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
J O Hambro Capital Management Limited
Fund launch date
06 Nov 2001
Domicile
Ireland
UCITS
Yes
Lead manager
Mark Costar
Lead manager start date
06 Nov 2001
Lead fund manager biography
Mark is Senior Fund Manager of the JOHCM UK Growth Strategy and JOHCM UK Dynamic Strategy which he has managed since its launch in 2001. Prior to joining JOHCM, Mark spent nine years at Clerical Medical Investment Group, where he was responsible for managing approximately £2 billion. He managed the Clerical Medical UK Growth Fund from July 1996. Mark holds a BSc (Hons) in Industrial Economics from the University of Warwick.
Fund manager
Vishal Bhatia
Manager start date
01 Aug 2007
Fund manager biography
Vishal Bhatia, CFA, Vice-President & Director.Vishal Bhatia joined TDAM Inc. in 1996. As a member of the Quantitative Investment Management team, his responsibilities encompass research, portfolio management, and daily trading activity for US, Canadian and Global equity funds. Vishal is also extensively involved in the implementation and coordination of multi-asset class transitions. Vishal graduated from the University of Toronto in 1995 with an Honours Bachelor of Science in Cell & Molecular Biology.
Head office
1 St James’s Market
London
United Kingdom
SW1Y 4AH
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