JO HAMBRO CM UK GROWTH R GBP (XFMQ) - Fund overview
No Bestinvest rating
Find rated uk all companies funds
Overview of
JO HAMBRO CM UK GROWTH R GBP (XFMQ)
The manager joined JO Hambro from Clerical Medical in order to launch and manage this UK Growth fund. The style is fundamentally bottom up constructing a concentrated portfolio with a ruthless sell discipline. The fund is unusual in that is has a performance related fee, which could make the fund expensive when compared to peers.
Standard Initial Charge
5.00% 0.00%
Fund summary
| Sector |
UK All Companies
|
| Product type |
OFFSHORE FUND
|
| Launched |
November, 2001
|
| Size |
£289m
|
| Yield |
1.8%
|
| Charging basis |
–
|
| Dividends paid |
31 Dec, 30 Jun
|
| Bid price |
155.40p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.25%
|
|
Total expense ratio
|
1.41%
|
|
Reduction in yield (10yr)
|
1.41%
|