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JO Hambro UK Opportunities
JO Hambro CM today announced that the lead manager of the UK Opportunities fund, John Wood, has decided to retire. This comes into effect from the end of September 2017 with Wood retaining his day-to-day responsibilities on the strategy until then. He’s been in charge of the fund since launch in November 2005.
The group says that the fund’s philosophy and process will remain unchanged. Taking over lead management responsibilities are Wood’s current deputies, Rachel Reutter and Michael Ulrich.
As a result, we’re temporarily suspending the fund’s rating from 5 stars to 2 stars (hold/review) and will make a decision on whether to formally reinstate the fund’s rating following our meeting with the co-managers in due course. This suspension should not be interpreted as the fund receiving a switch (one-star) rating, it is simply a response to a potential material change to the fund. We will update you after our meeting with the managers.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested.
This does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance.
Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it.