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JOHCM UK Opportunities
on Oct 12, 2012 at 00:01
Citywire Selection Verdict: A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. Wood and Leyland are wary of negative absolute returns from safe haven assets and hold close to one-fifth of the fund in cash during this period of uncertainty. Avoiding financials, the sector's largest constituent, the fund invests in companies with strong cash flows. One thing investors should be aware of is the fund size approaching the £1bn figure at which the fund is due to soft close, making access harder and potentially more expensive.
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