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Jo Hambro CM Global Opportunities - New rating
This is a relatively new fund from an established group JO Hambro Capital Management. Fund manager Ben Leyland and co-manager Rob Lancastle are primarily responsible for running the fund. Leyland was a co-manager on the highly successful UK Opportunities fund alongside the manager John Wood for five years having joined the group in April 2006 from Schroders Investment Management. The fund aims to achieve long-term total return by investing in a concentrated portfolio of global equity securities across developed and emerging markets. The fund will typically have lower volatility compared to the broader market and seeks quality cash generative businesses with strong balance sheets, capable of compounding growth over the long term. The manager is benchmark agnostic, which means the fund can significantly deviate from its index.
The fund has been awarded a three star rating and will feature on our top-rated funds list - our research team’s premier selection.
Bonds issued by major governments and companies will be more stable that those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicator of future performance.
The value of investments, and the income derived from them, can go down as well as up and you may get back less than you originally invested.
This article is not a personal recommendation or advice to invest.