J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar BRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.9 | 2.0 | -4.8 | 0.7 | 3.4 | |
+/-Cat | -2.1 | 3.5 | 7.2 | -3.4 | 0.0 | |
+/-B’mrk | -1.9 | 2.9 | 3.0 | -3.3 | 0.1 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 23/04/2024 | USD 1.52 | |
Day Change | 0.30% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | IE00B4XXMP29 | |
Fund Size (Mil) 23/04/2024 | GBP 202.65 | |
Share Class Size (Mil) 23/04/2024 | USD 1.21 | |
Max Initial Charge | - | |
Ongoing Charge 30/11/2023 | 1.67% |
Morningstar Research |
Analyst Report | 29/01/2024 Lena Tsymbaluk, Associate Director Morningstar, Inc |
JOHCM Global Emerging Markets Opportunities benefits from experienced managers and an established process. The Process Pillar rating has been upgraded to High from Above Average, reflecting the differentiated top-down approach, which has added... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar B |
The investment objective of the Fund is to achieve long-term capital appreciation through investment, both direct and indirect, in a diversified portfolio of emerging market equity securities. The investment policy of the Fund is to invest in a portfolio of equity securities of companies either listed or domiciled or exercising the majority of their economic activities in Emerging Markets around the world. The Investment Manager believes that in Emerging Markets, macroeconomic developments (normally at the country level), are key drivers of investment performance. In addition, the Investment Manager believes that the growth opportunity is at the heart of the Emerging Market investment story and that attractive valuations are an important driver of the success of investing in Emerging Markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Paul Wimborne 30/06/2011 | ||
Ada Chan 30/06/2011 | ||
Click here to see others | ||
Inception Date 30/06/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR EUR | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar B | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 8.83 |
Tencent Holdings Ltd | Communication Services | 6.27 |
Larsen & Toubro Ltd | Industrials | 4.95 |
Itau Unibanco Holding SA Partici... | Financial Services | 3.65 |
Cemex SAB de CV ADR | Basic Materials | 3.46 |
Increase Decrease New since last portfolio | ||
J O Hambro Capital Management Global Emerging Markets Opportunities Fund US Dollar B |