JOHCM UK Dynamic B Acc
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.
Performance
-
Rank 74/259 Total Return
-
Rank 38/259 Standard Deviation
-
Rank 62/259 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 72 | Barclays GA - UK Opportunities M Inc GBP | GBP | 3.8% |
| 73 | AXA WF Framlington UK A C EUR | GBP | 3.8% |
| 74 | JOHCM UK Dynamic B Acc | GBP | 3.7% |
| 75 | MGI UK Equity M-7 GBP | GBP | 3.7% |
| 76 | Old Mutual UK Alpha R Acc | GBP | 3.6% |
| 76 | Lorimer Inc | GBP | 3.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 36 | Artemis Institutional UK Special Situations Acc | GBP | 7.1 |
| 37 | Barclays UK Alpha A Acc | GBP | 7.1 |
| 38 | JOHCM UK Dynamic B Acc | GBP | 7.1 |
| 39 | RHFS Gro & Inc - The Equity Income GBP | GBP | 7.1 |
| 39 | Barclays UK Alpha (2) A Acc | GBP | 7.1 |
| 39 | Standard Life Wealth UK Equity | GBP | 7.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 60 | Legal & General UK Select Equity A Acc | GBP | -5.2% |
| 61 | LF Canlife UK Equity B Acc | GBP | -5.2% |
| 62 | Fidelity Special Situations A Acc | GBP | -5.2% |
| 62 | JOHCM UK Dynamic B Acc | GBP | -5.2% |
| 64 | UBS UK Opportunities A Acc | GBP | -5.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.2% | ||||
| 2017 | 15.4% | 5.4% | 3.0% | 2.5% | 3.7% |
| 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
Registered For Sale In
- Austria
- Germany
- Ireland
- Singapore
- Switzerland
- United Kingdom
Fund Info
- Launch date16/06/2008
- Share Class size945Mn
- Base currencyGBX
-
ISIN GB00B4T7JX59
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment0
Charges
- Annual management1.25%