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JO HAMBRO CM UK GROWTH R GBP (XFMQ) - Portfolio

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Asset allocation

jo hambro cm uk growth r gbp (xfmq) asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 4%

Equity Geographic

jo hambro cm uk growth r gbp (xfmq) equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

jo hambro cm uk growth r gbp (xfmq) equity capitalisation illustration
Allocation Proportion
Large Caps 65%
Mid Caps 5%
Small Caps 30%

Top 10 holdings

As at 30/04/2004
9.4% Vodafone Group
7.3% BP
5.2% HSBC Holdings
4.4% Glaxosmithkline
3.7% BT Group
3.4% Astrazeneca
3.1% MMO2 Plc
3.0% Royal Bank of Scotland
2.7% Amvescap
2.5% Barclays
Source JOHCM

Equity by sector

No data available.

As at 30/04/2004
96.6% UK Equity
3.4% Cash
Source JOHCM

Portfolio details


A concentrated portfolio of 50-60 stocks is preferred with each having the ability to impact upon performance.

Constraints


Active positions are not allowed to exceed +/-3.5% , which in practice will lead to some of the larger index constituents being held as a matter of course.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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