JO HAMBRO CM UK GROWTH B GBP
ANNUAL MANAGEMENT CHARGE
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.
|Sector||UK All Companies|
|Standard Initial Charge||5%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||1.25%|
|Ongoing Charges Figure||1.41%|
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.
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Past performance is not a guide to future performance. View full risk warning