JOHCM Emerging Markets Y Inc


Buy/Sell Price  (as of 30/09/2016) £1.239   Day Change :  -0.96%     Fund Code:  JOEMY 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Emery Brewer is Senior Fund Manager of the JOHCM Emerging Markets Fund. He has 15 years experience in Emerging Markets Equity fund management, gained while working at Driehaus Capital Management. In December 1997, Emery founded the Driehaus Capital Management Emerging Markets Growth Fund, which he managed for ten years until he left Driehaus in December 2007. In 1999 he founded the Driehaus International Discovery Fund, which he co-managed with Ivo St. Kovachev until April 2005. Prior to this, he was an analyst and manager for the Driehaus East Europe Fund. Emery has a BSc in Economics.

Biography

Dr. Ivo Kovachev is Senior Fund Manager of the JOHCM Emerging Small Cap Markets strategy and joined JOHCM in March 2010, following a brief sabbatical from 2008 to 2010. Prior to joining JOHCM, Ivo worked at Kinsale Capital Management from 2005 to 2008, where he was Chief Investment Officer. Prior to this role, he spent ten years at Driehaus Capital Management, from 1995to 2005, most recently as Fund Manager for Driehaus European Opportunity Fund. Together with Emery Brewer, Ivo co-managed the Driehaus International Discovery Fund from 2002 to 2005. During his tenure with Driehaus Capital Management, he also contributed to the Emerging Markets Growth investment process for many years. From 1995 to 1998, Ivo worked on and then managed the Driehaus East Europe Fund. Ivo holds a MEng in Management Information Systems from the Prague School of Economics, MSc in Technology and Innovation Management from the University of Sussex. Since 1994, he has provided portfolio management and research services for an affiliate of Driehaus. Previously, he was a member of the Foreign Investment Commission of the Bulgarian Government. In addition, he holds a PhD in Industrial and Development Policy. Ivo is also a Fulbright Scholar, having attended the Thunderbird School of Global Management in Arizona (USA).
Investment HouseJ O Hambro
Fund ProviderJ O Hambro Capital Management Limited
ManagerEmery Brewer   Biography
ManagerIvo Kovachev   Biography

Fund Objective The primary investment objective of the Fund is to seek long-term capital growth.

Key Statistics

Fund Status
Fund TypeOEIC
ISINIE00B84FWM25
12-Month NAV High £1.26
12-Month NAV Low £0.84
Fund Comparative IndexMSCI EM NR EUR
Morningstar CategoryTMGlobal Emerging Markets Equity
Dividend FrequencyYearly
Historic Yield0.32%

Annual Charges

Morningstar ratings

OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

Growth of £1000 Help

 as of  30/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
---2.191.46
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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