JOHCM UK Dynamic A Acc

Name
JOHCM UK Dynamic A Acc
Manager
J O Hambro Capital Management Limited
Type
Open Ended Investment Company
ISIN
GB00B4T7HR59
Sector
UK All Companies
Launched
23/10/2009
OCF
0.81 %
Risk Rating
3
3 Year Sharpe
1.09
3 Year Alpha
2.53
Yield
3.4 %
Benchmark
FTSE AllSh TR GBP
The investment objective of the Fund is to achieve long-term capital growth. Investments will primarily be drawn from companies listed on either of the two primary markets of the London Stock Exchange: the main market and AIM. At least 75% of the Fund’s assets will at all times be invested in equity securities of companies domiciled or exercising the predominant part of their economic activity in the United Kingdom. The Fund may on occasion utilize this position to invest a proportion of its assets in equities listed on a recognized exchange outside the UK. Investment will be made primarily in equity securities which are readily marketable, but investments will also be made in equity securities of smaller companies which can be more lightly traded. The portfolio is likely to be fairly concentrated with the Fund typically holding equity interests in between 35 and 50 different companies.
Name
J O Hambro Capital Management Limited
Address
SW1Y 6QB, LONDON, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Alex Savvides
Joined 06/16/2008

Alex Savvides is Senior Fund Manager of the JOHCM Dynamic Fund and also works alongside Mark Costar, Senior Fund Manager on the JOHCM UK Growth Fund. Prior to joining JOHCM, he spent seven years in sales, trading and research roles at various broking firms, focusing on UK companies. He is a fellow of the Securities Institute and has a Securities Institute Diploma. He holds a BA (Hons) in Politics from the University of Nottingham.

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