Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

JOHCM UK Opportunities B Acc

Ranked 24 out of 259 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.


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.


UK (All Companies) over : 31/01/2014 - 31/01/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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 19.67
Reed Elsevier PLC ORD 5.41
British American Tobacco PLC ORD 5.06
National Grid PLC ORD 4.95
Unilever PLC ORD 4.28
Imperial Tobacco Group PLC ORD 4.11
The Sage Group PLC ORD 4.09
Compass Group PLC ORD 4.08
Experian PLC ORD 3.89
Informa PLC ORD 3.14

Registered For Sale In

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

Fund Info

  • Launch date30/11/2005
  • Share Class size1,523Mn
  • Base currencyGBP
  • ISIN GB00B0LLB757

Purchase Info

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


  • Annual management1.3%

Related News

JOHCM UK Opportunities

JOHCM hires Goldman Sachs analyst for Wood's UK Opportunities

JO Hambro Capital Management has hired UK equity analyst Rachel Reutter to the firm’s UK Opportunities team, to support fund managers John Wood and Citywire A-rated Ben Leyland.

Citywire Selection Review: Who made the cut

The Citywire Selection team has announced the latest changes to their recommended investments. See who has made the cut.

Fund of the Week: JO Hambro UK Opportunities

Rising inflation is increasing the cost base for many companies. This fund looks for winners that can emerge in a slow growth and high inflation environment.

A-rated John Wood: Reform not QE2 is needed to cure crisis

A viable solution to the banking crisis can only be sustained once structural reform takes place, say JOHCM's John Wood

Citywire's Top 20 fund picks for the new tax year

Citywire's head of research Jonathan Miller outlines his top 20 fund picks across all asset classes for the new tax year.

Cazenove's Brookes calls time on investment-grade bond rally

Cazenove’s Marcus Brookes is reducing his exposure to investment-grade corporate bonds, arguing that valuations are now looking less attractive and is moving into high yield

The Week in Investment: Budget 2010 - behind the headlines

On the face of it Budget 2010 was a bit of a non-event - but the markets saw through Darling's numbers. Plus: Jon Miller picks out a contrarian fund for UK equity investors.

Charles Stanley's private client performance under the spotlight

Citywire places the investment performance of Charles Stanley's Leeds office under the microscope.

JOHCM short lists three discretionary teams for private client arm

JO Hambro Capital Management has drawn up a short list of three discretionary teams for its new private client division, which it hopes to soft-launch in the first quarter of 2010.


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