J O Hambro Capital Management UK Dynamic Fund Y GBP Inc

J O Hambro Capital Management UK Dynamic Fund Y GBP Inc
JOHCM Funds (UK) Limited
Open Ended Investment Company
UK All Companies
0.67 %
Risk Rating
3 Year Sharpe
3 Year Alpha
5.8 %
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 utilise this position to invest a proportion of its assets in equities listed on a recognised 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.
Holding %
GlaxoSmithKline PLC 6.14 %
Anglo American PLC 4.79 %
Vodafone Group PLC 4.75 %
3i Ord 4.70 %
BP PLC 4.27 %
Morrison (Wm) Supermarkets PLC 4.20 %
Barclays PLC 3.98 %
Tesco PLC 3.93 %
Electrocomponents PLC 3.63 %
Daily Mail and General Trust PLC Class A 3.61 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 18.39 %
Communication Services 17.84 %
Industrials 12.17 %
Consumer Defensive 10.81 %
Basic materials 9.96 %
Energy 9.72 %
Healthcare 9.05 %
Real Estate 5.07 %
JOHCM Funds (UK) Limited
SW1Y 4AH, London, United Kingdom
Legal Structure
Open Ended Investment Company


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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