JOHCM UK Growth Fund B GBP Inc
Category UK Flex-Cap Equity
Last buy/sell price
£3.729
£0.038 (+1.03%)
Fund Code
B07ZCK1
IE0031005543
Prices updated as at 26 Apr 2024
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 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
Fund status | Open |
Fund type | Open Ended Investment Company |
Fund manager | Vishal Bhatia, Mark Costar |
3.73 | |
3 | |
Fund comparative index | FTSE AllSh TR GBP |
UK All Companies | |
- | |
1.33 | |
0.24 | |
- | |
UK Flex-Cap Equity | |
15 | |
Fund provider | JOHCM Funds (Ireland) Limited |
Share class launch date | 06 Nov 2001 |
£156.72m | |
- | |
- | |
- | |
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.