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Ranked 118 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Vishal Bhatia

Hailing from Abu Dhabi, Vishal Bhatia started his career at the age of 22 at ABN Amro as a telecom equipment analyst. After four years in 2006, he joined Merrill Lynch where he spent a year in the same role. Currently Vishal manages equity funds at J O Hambro Capital Management. He holds a degree in accounting and finance from the London School of Economics and is a CFA charterholder. Away from fund management he enjoys football, the cinema and theatre, cricket and squash.

Mark Costar

Mark Costar joined the J O Hambro Capital Management Group in August 2001 and manages the JOHCM UK Growth Retail fund. Prior to this he spent 9 years at Clerical Medical Investment Group.


The primary investment objective of the Fund is to seek long-term capital growth. The Fund aims to achieve its objective by investing in solid, well managed companies domiciled or exercising the predominant part of their economic activities in the UK, capable of generating growth throughout the economic cycle. Any income the Fund generates for this share class will be reinvested annually to grow the value of your investment unless the shareholder elects for a cash dividend.


UK (All Companies) over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 5.3% 2.0% 0.3% 2.3% 0.7%
2013 36.4% 12.4% 2.3% 10.7% 7.2%
2012 30.4% 15.7% -5.7% 10.7% 8.0%
2011 -17.4% -0.8% -0.8% -15.4% -0.8%
2010 9.3% 2.6% -13.0% 11.4% 9.9%
2009 48.6% -7.2% 25.8% 29.6% -1.7%
2008 -23.3% -12.8% 0.2% -4.1% -8.5%
2007 -5.1% 4.1% 3.6% -5.4% -7.0%
2006 16.6% 10.3% -3.9% 3.8% 6.0%
2005 21.4% 5.2% 3.3% 8.6% 2.8%
2004 14.3% 1.9% 1.8% 2.9% 7.1%
2003 28.9% -8.5% 21.2% 7.3% 8.4%
2002 -16.3% 5.1% -8.0% -18.8% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Royal Dutch Shell PLC 6.06
AstraZeneca PLC ORD 5.95
HSBC Holdings PLC ORD 5.04
Royal Bank of Scotland Group PLC ORD 3.64
Barclays PLC 3.47
Anglo American PLC ORD 3.35
Standard Life PLC ORD 3.21
Man Group PLC ORD 3.15

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 date06/11/2001
  • Share Class size450Mn
  • Base currencyGBP
  • ISIN IE0031005543

Purchase Info

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


  • Annual management1.3%

Related News

JO Hambro Capital frees AAA-rated Savvides to focus on UK Dynamic

The investment boutique has made a number of changes on its equity desk designed to allow Alex Savvides more time to focus on his top performing UK Dynamic fund.

GLG bond fund duo earn first Citywire AAA rating

Gareth Isaac and Lorenzo Gallenga, who run the GLG Core Plus Sterling Bond fund, are among four managers to be given their first ever Citywire AAA ratings.

Mark Costar shuns Barclays for Lloyds and RBS

JO Hambro Capital Management's top performing UK equity fund manager Mark Costar says troubled Lloyds and RBS represent better investment propositions than Barclays.

JO Hambro Capital soft launches UK Equity fund for Savvides

JO Hambro Capital Management has soft launched a UK Equity fund for Alex Savvides.

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