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JOHCM UK Opportunities B Acc

Ranked 73 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Ben Leyland

CFA charterholder Ben Leyland was born in Manchester. He holds a BA (Hons) in History from the University of Cambridge. His financial career started at Schroder Investment Management where he was part of the equity research department. Ben joined JOHCM London office in 2006. He runs global and UK equities using defensive growth investment style.

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.

Objective

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.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% 2.7% -1.5%
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

Breakdown

31/10/2014

Top 10 Holdings

Stock Size
GBP Cash 17.90
Reed Elsevier PLC ORD 5.42
British American Tobacco PLC ORD 5.23
National Grid PLC ORD 5.20
GlaxoSmithKline PLC ORD 4.10
Imperial Tobacco Group PLC ORD 4.03
Unilever PLC ORD 3.99
Compass Group PLC ORD 3.82
BP PLC ORD 3.62
The Sage Group PLC ORD 3.48
31/10/2014

Registered For Sale In

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

Fund Info

  • Launch date30/11/2005
  • Share Class size1,424Mn
  • Base currencyGBP
  • ISIN GB00B0LLB757

Purchase Info

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

Charges

  • Annual management1.3%

Related News

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...more...

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