J O Hambro Capital Management UK Equity Income Y GBP Inc

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DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date04/01/2013
Fund Advisor(s)
J O Hambro Capital Management Limited
Fund ManagerJames Lowen
Manager Start Date30/11/2004
James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.
Fund ManagerClive Beagles
Manager Start Date30/11/2004
Career Start Year1993
Clive joined the Group in September 2004 with over 15 years’ fund management experience. Prior to joining JOHCM he was Investment Leader UK Equities at Newton Investment Management and managed the successful Newton Higher Income Fund for three years. While managing the Newton Higher Income Fund, Clive was awarded a AAA by Citywire. Whilst Clive managed the fund, it outperformed the FTSE All Share index by 19.5% (Source: Lipper; from 01/07/01 to 24/03/04). His JOHCM UK Equity Income Fund is AA rated by Forsyth-OBSR and A rated by Standard & Poor’s.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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