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JO HAMBRO CM CONTINENTAL EUROPEAN I GBP - Fund overview

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Overview of JO HAMBRO CM CONTINENTAL EUROPEAN I GBP

Rod Marsden brings to JO Hambro CM an impressive record from his previous house Sanwa where he managed their successful European Growth Fund, which was one of the top funds in the sector during his 7 years as manager. The secret behind his success comes from his 20+ years investment experience coupled with a desire to learn the driving forces behind major industries.

Standard Initial Charge

No data available.

Fund summary

Sector  Europe Excluding UK
Product type  OFFSHORE FUND
Launched  May, 2003
Size  £501m
Yield 1.8%
Charging basis  –
Dividends paid  –
Bid price 223.20p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.00%

Bestinvest says


No information available.

Portfolio

jo hambro cm continental european i gbp asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%
jo hambro cm continental european i gbp equity geographic illustration
Allocation Proportion
UK 0%
Europe 99%
Nth America 1%
Japan 0%
Pacific 0%
Other Equity 0%
jo hambro cm continental european i gbp equity capitalisation illustration
Allocation Proportion
Large Caps 69%
Mid Caps 23%
Small Caps 8%

Investment process


Rod Marsden arrives at JO Hambro with an impressive record from Sanwa where he managed their European fund. The manager employs a mixture of top down process (to identify attractive industries / sectors) with disciplined bottom up analysis in order to select the "best in Sector". The particular focus is on: Quality of management, Company profitability, Competitiveness (market position, brand power,pricing power & industry consolidation), Financial soundness, Relative earnings growth & Relative valuation.
The portfolio will invest in a mixture of larger and medium size companies although there will be an emphasis on companies capitalised at over 1bn Euros (min 65% weighting).
The manager views his style as contrarian and will switch between sectors depending on how he views the economic climate and will also seek short term trading plays.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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