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JOHCM Continental European B GBP

Ranked 27 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Paul Wild

Paul Wild runs European equity funds as well as institutional mandates at J O Jambro Capital Management. He uses both top-down and bottom-up investment approaches and and combines growth and value disciplines within a core risk profile. Paul uses a range of valuation metrics including price/earnings ratio, EV/EBITDA, cash flow yields and return on equity. He graduated in economics from the University of Lancaster and he is also a CFA charterholder.

Objective

The Fund aims to achieve long-term capital appreciation by investing in the equity securities of companies in the Europe ex UK region. Up to 15% of the Fund may be invested in companies domiciled outside the region. The Fund's benchmark is the FTSE Eurofirst 300 ex UK Total Return Index denominated in Sterling.

Performance

Europe Excluding UK over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.9% -2.6% -1.6%
2013 31.6% 11.0% 1.6% 7.5% 8.6%
2012 19.2% 10.2% -9.1% 10.9% 7.3%
2011 -13.4% 4.9% 2.7% -21.0% 1.8%
2010 9.7% 5.5% -13.5% 11.0% 8.4%
2009 19.4% -18.5% 10.9% 31.8% 0.2%
2008 -20.3% -9.3% -2.0% -12.1% 2.0%
2007 16.3% 4.5% 6.4% 1.0% 3.6%
2006 19.4% 13.9% -6.7% 5.6% 6.4%
2005 28.5% 3.6% 3.6% 13.7% 5.4%
2004 11.7% -2.8% 3.4% 1.2% 9.8%
2003 42.2% -3.9% 24.1% 6.0% 12.5%
2002 -21.0% 7.6% -8.9% -24.1% 6.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Novartis AG ORD 6.26
Total SA ORD 5.37
ROCHE HOLDING G PAR 5.11
Bayer AG ORD 4.97
Sanofi SA ORD 4.70
GBP Cash 3.68
UBS AG ORD 3.45
ING Groep NV DR 3.06
Enel SpA ORD 2.82
Airbus Group NV ORD 2.75
30/09/2014

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Netherlands
  7. Singapore
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date05/11/2001
  • Share Class size1,236Mn
  • Base currencyGBP
  • ISIN IE0031005436

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.3%

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Rod Marsden hands over European fund

JO Hambro Capital Management's star manager Rod Marsden has handed the reins of his Continental European fund to his long time fund manager colleague.

JOHCM adds to Marsden's European equity team

JO Hambro Capital Management has added to Rod Marsden and Paul Wild's European equity team with the hire of Mark Leach, formerly of Ruffer Investment.

JO Hambro's Marsden buys back into Europe's banks

JO Hambro Capital Management's A-rated European equity manager Rod Marsden sees a commodity correction looming and has been buying back into financials.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).