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JOHCM UK Opportunities

Citywire Selection Verdict: John Wood is wary of inflated UK company valuations and maintains a defensive portfolio with a fifth of the assets currently in cash. Rachel Reutter recently took over from Ben Leyland as Wood’s second-in-command. The pair look for sustainable growth, steering clear of financials and telecoms in favour of businesses investing in capital expenditure and research & development. A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. One of the few UK equity funds to outperform both the sector, and the FTSE All-Share, the fund proves a safe and consistent pick.

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