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JOHCM UK Opportunities B Acc

Ranked 218 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Rachel Reutter

Rachel Reutter is a fund manager, co-managing the JOHCM UK Opportunities Strategy. Prior to joining JOHCM, she worked for Goldman Sachs within the Global Investment Research Division, initially as an Associate working in the Pan European Mid Cap Team and then as the lead analyst in the UK General Retail sector. Prior to that, she was a UK Leisure Analyst for Oriel Securities and a Retail and Leisure Analyst at RBS. Rachel Reutter holds a BA in Geography from the University of Oxford and is a CFA charterholder.

Michael Ulrich

Michael Ulrich is a fund manager at JO Hambro Capital Management having joined in August 2015 from F&C, where he was an associate director in the UK equity team specialising in UK mid-cap investments. Prior to joining F&C in 2005 he worked at Deutsche Asset Management where he spent nine years in various positions including UK mid-cap company specialist and the head of UK media, construction, steel and paper company research. Michael graduated from Keele University with a BA in Law and Politics and is a holder of the Chartered Financial Analyst designation.

John Wood

John Wood has amassed over 10 years of investment management experience. He qualified as a chartered accountant with Ernst & Young prior to joining Newton as an analyst in 1995. Wood ultimately became a member of the group's specialist UK team focusing on the Newton UK Opportunities fund. He switched to JO Hambro Capital Management in 2005 and currently manages the JOHCM UK Opportunities fund.


The Fund aims to achieve consistent capital appreciation over the longer term by investing in stocks of primarily UK-listed large and mid-sized companies. Up to 10% of the Fund may be in international stocks. A thematic, top-down process is used to identify stock ideas and then married to a rigorous approach to valuation. Portfolio construction is benchmark-unaware with roughly equally-weighted positions in 30-40 stocks reflecting high conviction management.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 31/03/2016 - 31/03/2017
  • Rank 218/249 Total Return
  • Rank 8/249 Standard Deviation
  • Rank 55/249 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.5%
2016 13.6% 3.1% 3.1% 5.6% 1.2%
2015 7.8% 5.0% 0.3% -2.3% 4.9%
2014 3.1% 0.7% 2.7% -1.5% 1.2%
2013 22.6% 11.8% 0.2% 3.2% 6.0%
2012 11.4% 7.1% -0.9% 4.3% 0.7%
2011 4.6% 1.3% 3.1% -6.8% 7.5%
2010 13.6% 6.5% -5.8% 9.0% 3.9%
2009 18.4% -10.9% 5.6% 18.3% 6.3%
2008 -18.8% -5.7% -4.1% -5.7% -4.8%
2007 10.7% 3.4% 1.0% 1.5% 4.5%
2006 18.3% 8.8% -5.0% 7.1% 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 25.41
National Grid PLC ORD 5.86
Relx PLC ORD 4.45
Diageo PLC ORD 3.97
Compass Group PLC ORD 3.73
Centrica PLC ORD 3.46
Imperial Brands PLC ORD 2.93

Registered For Sale In

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

Fund Info

  • Launch date30/11/2005
  • Share Class size1,780Mn
  • Base currencyGBP
  • ISIN GB00B0LLB757

Purchase Info

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


  • 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).