Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JOHCM UK Dynamic B Acc

Ranked 42 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Alex Savvides

Alex Savvides is Senior Fund Manager of the JOHCM UK Dynamic Fund. He joined J O Hambro Capital Management (JOHCM) in March 2003 as Assistant Fund Manager of the JOHCM UK Growth Fund, working in partnership with lead Fund Manager Mark Costar. Alex developed and launched UK Dynamic in June 2008, in doing so becoming the first internally developed Fund Manager to launch a new and 'home grown' investment process at JOHCM, as well as the first to be backed by seed capital solely from JOHCM's own balance sheet. Prior to joining JOHCM, Alex spent his early investment career at three independent UK stockbroking firms, starting his career as a Research Associate at Astaire & Partners before moving into corporate and non-corporate sales roles at Teather & Greenwood and Numis Securities. Alex is a Fellow of the Securities Institute and holds the Securities Institute Diploma. He also holds a BA (Hons) in Politics from the University of Nottingham.

Objective

The investment objective of the Fund is to achieve long-term capital growth. Investments will primarily be drawn from companies listed on either of the two primary markets of the London Stock Exchange: the main market and AIM. At least 75% of the Fund's assets will at all times be invested in equity securities of companies domiciled or exercising the predominant part of their economic activity in the United Kingdom. The Fund may on occasion utilise this position to invest a proportion of its assets in equities listed on a recognised exchange outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 3.0% 2.5%
2016 21.2% -0.9% 1.3% 11.6% 8.2%
2015 -0.1% 5.5% 1.4% -9.3% 2.9%
2014 3.0% 2.2% -0.9% 1.1% 0.6%
2013 31.4% 12.9% 0.8% 7.6% 7.3%
2012 27.4% 14.6% -5.7% 10.6% 6.6%
2011 -8.4% 2.0% 1.5% -15.9% 5.3%
2010 16.2% 5.1% -10.8% 13.7% 9.0%
2009 38.4% -8.2% 17.1% 26.4% 1.8%
2008 -7.0% -5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
BP PLC ORD 5.40
HSBC Holdings PLC ORD 5.17
Royal Dutch Shell Plc B ORD 4.98
GlaxoSmithKline PLC ORD 4.81
Aviva PLC ORD 4.32
WM Morrison Supermarkets PLC ORD 4.01
Lloyds Banking Group PLC ORD 3.88
Electrocomponents PLC ORD 3.73
Vodafone Group PLC ORD 3.58
30/06/2017

Registered For Sale In

  1. Austria
  2. Germany
  3. Ireland
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date16/06/2008
  • Share Class size786Mn
  • Base currencyGBP
  • ISIN GB00B4T7JX59

Purchase Info

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

Charges

  • Annual management1.25%

Related News

JOHCM's Savvides: self-help stories will combat Brexit blues

Citywire + rated Alex Savvides is focusing his blockbuster fund on companies able to improve regardless of shifting political landscape.

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