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View the article online at http://citywire.co.uk/wealth-manager/article/a385125

JOHCM UK Opportunities

on Jul 07, 2014 at 12:00

 

Citywire Selection Verdict: A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. John Wood and Ben Leyland are wary of UK growth founded on high debt levels and maintain a defensive portfolio with a high level of cash. They look for sustainable growth, steering clear of financials and telecoms in favour of businesses investing in capital expenditure and research & development. A safe and consistent pick in the UK equity space.

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  • JOHCM UK Opportunities Ret Acc GBP
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  • GlaxoSmithKline PLC
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  • Unilever PLC
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  • BP PLC
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  • Next PLC
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  • British American Tobacco PLC (BATS.L)
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Look up the fund managers

  • John Wood
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  • Ben Leyland
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