J O Hambro Capital Management UK Dynamic Fund X GBP Inc
ISIN GB00BJ5JMB96 / Valor null
J O Hambro Capital Management UK Dynamic Fund X GBP Inc
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General Objective
The fund aims to achieve capital growth over a rolling seven to ten year period as well as providing income. The target is to have a return greater than the FTSE All-Share Total Return Index, which is used in the calculation of performance fees.
Fund Exposure
The fund invests at least 90% in the shares of companies listed on the Main Market and the Alternative Investment Market of the London Stock Exchange. At least 75% of the fund is invested in UK-domiciled companies, with a focus on companies undergoing major transformation. The fund typically invests in 35-50 different companies, with at least 50% in FTSE 100 companies.
Risks
The fund may be affected by factors such as changes in the company's tax status or legislation, political and regulatory risks, and liquidity risk due to investments in small-cap companies. The lowest risk category does not mean the fund is risk-free, and higher volatility can result from investments in shares.
Source
https://www.johcm.com/funds/johcm-uk-dynamic-fund-uk/
Ratings & reviews
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