JO HAMBRO CM UK GROWTH B GBP
PRICE (INC)
314p
PRICE (ACC)
-
INITIAL CHARGE
5%
0%
ANNUAL MANAGEMENT CHARGE
1.25%
ONGOING CHARGE
1.41%
YIELD
0.8%
1 YEAR
6.07%Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
Sector | UK All Companies |
---|---|
Structure | OFFSHORE FUND |
Launched | November 2001 |
Size | £210m |
Yield | 0.8% |
Dividends paid | January |
Charges
Standard Initial Charge | 5% |
---|---|
Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 1.25% |
Ongoing Charges Figure | 1.41% |
Investment Process
The investment objective of the Fund is to achieve long term capital growth in excess of the FTSE All-Share Index. The investment policy will be to seek opportunities in what the Investment Manager considers to be solid, well-managed UK companies capable of generating growth throughout the economic cycle. The Fund will maintain a balanced portfolio of such investments, consisting solely of equities, derived primarily from companies listed on the London Stock Exchange. The investment process is split into four parts: firstly the manager seeks to understand what he invests within e.g. the drivers of the share price. Secondly, investing within good companies is a prerequisite and thirdly a concentrated portfolio is constructed with robust risk controls. Finally a ruthless sell discipline is imposed to ensure that only stocks with the greatest potential remain in the portfolio.
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