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JO Hambro CM Continental European Y Hgd GBP

Bestinvest LogoTargets capital growth from mainly large-cap Europe (ex UK) equities.

PRICE (INC)

150.3p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.63%

ONGOING CHARGE

0.7%

YIELD

1.8%

1 YEAR
-2.97%

Prices as at 17 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund aims to generate long-term capital growth from a portfolio of mainly large and mid-cap European (excluding UK) equities. Fund manager Paul Wild's primary target is consistency, aiming to outperform the benchmark in each calendar year. To achieve this he employs an investment process that combines top-down economic and sector views with bottom-up stock picking - in terms of the latter he is benchmark-aware and fairly style neutral, looking at both growth and value stocks.

Fund summary

Sector
StructureOFFSHORE FUND
LaunchedNovember 2014
Size£415m
Yield1.8%
Charging BasisIncome
Dividends paidAcc units only.

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.63%
Ongoing Charges Figure0.7%

Investment Process

The fund’s investible universe is companies with a market cap of at least €250m, though there will be a focus on larger companies (minimum 65% weighting). Ideas are generated by using the manager’s macro and sector views to focus on attractive areas of the market, and by screening on various valuation measures across the universe of stocks. When researching individual companies Wild is pragmatic and will look at both value and growth stocks. Key factors he focuses on are: Quality of management, Company profitability, Competitiveness (market position, brand power, pricing power & industry consolidation), Financial soundness, Relative earnings growth & Relative valuation. In terms of portfolio construction, industry themes are also a driver and will affect decisions on which sectors to overweight and underweight. Wild works principally with his dedicated analyst Gael Colcombet, but can draw on the support of JOHCM's other investment professionals.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning