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JOHCM UK Dynamic B Acc

Ranked 172 out of 248 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Alex Savvides

Alex Savvides was born in the UK in 1975 and graduated from the University of Nottingham with a BA in politics. He started his career in 1996 at Astaire & Partners as a graduate trainee in equity sales, trading and research, and in 2000 he joined Teather & Greenwood where he worked in UK smaller companies corporate and non-corporate sales. Alex joined Numis Securities in 2002 where he worked in UK institutional sales. In 2008 he joined JO Hambro Capital Management where he is currently a senior fund manager of the JOHCM UK Dynamic Fund where the investment process is primarily driven by bottom-up stock selection. Alex has over 14 yeasrs of industry experience, with eight years as a fund manager. He is a Fellow of the Securities Institute and has a Securities Institute Diploma. Outside of fund management he enjoys golf, football, boxing and running.

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 : 30/06/2015 - 30/06/2016
  • Rank 172/248 Total Return
  • Rank 118/248 Standard Deviation
  • Rank 184/248 Max Drawdown
Fund Name Currency Risk
116 Family Asset Trust GBP

10.6

116 JOHCM UK Growth B GBP

10.6

118 Architas MM UK Equity R Acc GBP

10.7

118 JOHCM UK Dynamic B Acc GBP

10.7

120 Halifax UK Growth C GBP

10.7

Fund Name Currency Loss
182 Neptune UK Opportunities A Acc GBP GBP

-11.0%

183 IFSL Trade Union Unit Trust GBP

-11.1%

184 JOHCM UK Dynamic B Acc GBP

-11.1%

185 Old Mutual UK Alpha R Acc GBP

-11.1%

186 M&G UK Select A Acc GBP

-11.3%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.9% 1.3%
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

31/05/2016

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 5.64
Royal Dutch Shell Plc B ORD 5.60
BP PLC ORD 5.52
HSBC Holdings PLC ORD 5.05
Vodafone Group PLC ORD 4.51
3i Group PLC 4.35
Qinetiq Group PLC ORD 3.89
Aviva PLC ORD 3.82
WM Morrison Supermarkets PLC ORD 3.76
AstraZeneca PLC ORD 3.74
31/05/2016

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 size339Mn
  • Base currencyGBP
  • ISIN GB00B4T7JX59

Purchase Info

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

Charges

  • Annual management1.25%

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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).