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JOHCM UK Opportunities B Acc

Ranked 247 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Rachel Reutter

Rachel Reutter co-manages the JOHCM UK Opportunities Fund alongside Michael Ulrich. Reutter has been working on the UK Opportunities strategy since she joined JOHCM in 2012. Prior to joining JOHCM, Reutter worked for Goldman Sachs where she was a lead sector analyst in the Global Investment Research Division. Before that she worked as an Analyst at Oriel Securities and in global banking and markets at RBS. Reutter holds an MA in geography from the University of Oxford and is a CFA charterholder.

Michael Ulrich

Michael Ulrich co-manages the JOHCM UK Opportunities Fund alongside Rachel Reutter. Ulrich has been working on the UK Opportunities strategy since he joined JOHCM in 2015. Prior to joining JOHCM, Ulrich spent nine years at F&C where he built a strong track record as lead manager on a number of concentrated UK equity portfolios. Before that he worked as an analyst and fund manager at Deutsche Asset Management. Michael holds an BA in law and politics and is a CFA charterholder.

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 247/253 Total Return
  • Rank 66/253 Standard Deviation
  • Rank 161/253 Max Drawdown
Fund Name Currency Loss
159 JPM UK Dynamic A Acc GBP

-2.8%

160 CF Lindsell Train UK Equity Acc GBP

-2.9%

161 Artemis Capital R Acc GBP

-2.9%

161 Old Mutual UK Equity A Inc GBP

-2.9%

161 JOHCM UK Opportunities B Acc GBP

-2.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.5% 1.1% -0.2%
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

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Cash 26.96
National Grid PLC ORD 4.92
BP PLC ORD 4.88
SSE PLC ORD 4.63
GlaxoSmithKline PLC ORD 4.23
Vodafone Group PLC ORD 3.99
BT Group PLC ORD 3.40
Compass Group PLC ORD 3.33
Diageo PLC ORD 3.32
30/06/2017

Registered For Sale In

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

Fund Info

  • Launch date30/11/2005
  • Share Class size1,091Mn
  • Base currencyGBP
  • ISIN GB00B0LLB757

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).