JOHCM Global Opportunities (IE)

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

J O Hambro Capital Management Global Opportunities Fund Offshore GBP A Shares

Category Global Large-Cap Blend Equity


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

£2.658

arrow-up£0.014 (+0.53%)

Fund Code

JOGOI

B89PQM5

IE00B89PQM59

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The investment objective of the Fund is to achieve long-term total return by investing in a concentrated portfolio of global equity securities. It is anticipated that the Fund’s portfolio will comprise fewer than 50 holdings. The investment policy of the Fund is to invest in a portfolio of global equity securities listed on any Recognised Market. The selection of equity securities will primarily be driven by a cashflow analysis from the perspective of a long-term business owner. At no time will less than 80% of the Fund’s total net assets be invested in such securities. The Fund has the facility to hold up to 20% of the total net assets in cash or near cash (such as treasury bills or commercial paper) should the Investment Manager feel it appropriate.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerBen Leyland, Robert Lancastle
2.66
2.38
Fund comparative indexMSCI ACWI NR EUR
Global
-
0.81
0.26
0.00
Global Large-Cap Blend Equity
15
Fund providerJOHCM Funds (Ireland) Limited
Share class launch date29 Jun 2012
£566.31m
-
0.55
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.