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JOHCM Continental European B GBP

Ranked 58 out of 121 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

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 is investing in equity securities of companies domiciled or exercising the predominant part of their economic activities in Europe, excluding the UK. A core investment style with a focus on large and mid-cap stocks. At no time will less than two-thirds of the Funds total assets be invested in such securities and the Fund will normally aim to have at least 85% of its assets in this category. The Fund may invest up to 15% of total assets into equity securities of companies domiciled outside Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.3% 3.0%
2015 9.5% 11.7% -3.5% -3.7% 5.5%
2014 0.3% 3.9% -2.6% -1.6% 0.6%
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

30/06/2016

Top 10 Holdings

Stock Size
Roche Holding AG Par 6.05
GBP Cash 5.74
Novartis AG ORD 5.20
Nestle SA ORD 4.91
Total SA ORD 4.48
Deutsche Telekom AG ORD 4.28
Koninklijke Ahold NV ORD 3.67
Novo Nordisk A/S ORD 3.50
Danone SA ORD 3.45
Merck KGaA ORD 3.24
30/06/2016

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 size1,562Mn
  • Base currencyGBP
  • ISIN IE0031005436

Purchase Info

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

Charges

  • Annual management1.25%

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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.

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