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JOHCM Global Opportunities Fund (onshore)

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Fund Description

The JOHCM Global Opportunities Fund is a high conviction, benchmark-unconstrained stock picking fund that invests in both developed and emerging markets. Fund managers Ben Leyland and Robert Lancastle bring to bear the same successful investment philosophy and process that established the JOHCM UK Opportunities Fund as a leading UK equities fund, focusing on companies that are capable of producing compounding growth over the long term.

This fund is not available to new investors from the European Union after 31 December 2020.

  • Ben and Robert aim to identify long-term trends and themes and then find undervalued, high quality companies which benefit from these trends and themes
  • The market persistently underestimates the value created by well-managed companies in growth areas reinvesting wisely
  • Returns-based absolute valuation approach avoids momentum and relative valuation pitfalls
  • Strict “sell to zero” discipline: the main risk is holding “bad” shares not missing out on “good” ones
Reasons To Invest
  • Long-term investment horizon
  • Proven success of investment philosophy and process in the form of the JOHCM UK Opportunities Fund, on which Ben Leyland served as a fund manager
  • Portfolio construction unconstrained by artificial index constraints
  • Capacity constrained to preserve long-term performance
  • Ben Leyland

    Senior Fund Manager

    small image path
  • Robert Lancastle

    Senior Fund Manager

    small image path
  • Jasmeet Munday

    Analyst

    small image path

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Other Global Equity Funds

JOHCM Global Opportunities Fund (offshore)

The JOHCM Global Opportunities Fund is a high conviction, benchmark-unconstrained stock picking fund that invests in both developed and emerging markets. Fund managers Ben Leyland and Robert Lancastle bring to bear the same successful investment philosophy and process that established the JOHCM UK Opportunities Fund as a leading UK equities fun

Read More
JOHCM Global Select Fund

Fund managers Christopher Lees and Nudgem Richyal believe stock markets are inefficient and aim to exploit market anomalies via an investment process that combines both top-down and bottom-up research. Their distinct “4-Dimensional” investment process (stocks, sectors, countries, time/change) focuses on the behaviour of each shar...

Read More
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Investment Objective

The investment policy of the Fund is to invest in a portfolio of global equity securities listed on any
Recognised Market. The selection of equity securities will primarily be driven by a cashflow analysis from the perspective of a long-term business owner. At no time will less than 80% of the Fund’s total net assets be invested in such securities. The benchmark of the Fund, for performance fee calculation purposes, will be the Index but the Fund will be managed on an ‘unconstrained basis’ with no restrictions in terms of regional or sector allocation versus this benchmark.

Fund details

Data as at 31 August 2023
Fund size GBP 86.02m
Strategy size GBP 4.31bn (as at 31 May 2023)
Benchmark MSCI AC World NR 12pm adjusted
Domicile UK
Denomination GBP
Share classes

Please click here
Unit type Distribution & Accumulation
Minimum investment
A Accumulating GBP GBP 1,000
A Distributing GBP GBP 1,000
A Accumulating Hedge GBP 1,000
Valuation point Daily (12pm, UK time)
Dealing frequency Daily 9-5pm

Fees and charges

Initial charge Up to 5%
Performance fee

Please review the latest factsheet for more information our fees and charges here

Administration

Status UCITS
Investment manager J O Hambro Capital Management Limited
Transfer agent and registrar RBC Investor Services Ireland Limited
Depositary Northern Trust Global Services SE

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Strategy Highlights

As at 31 August 2023

August saw the first notable drawdown in equity markets since March. The MSCI AC World Index fell 5.7% in USD terms by 18 August before rallying by 3% into the end of the month. 

The equity market declines were accompanied by further rises in US real yields. It may not be coincidental that this followed Fitch’s downgrade of the US’s long-term credit rating to AA+ and the Bank of Japan taking steps to end Yield Curve Control. 

The US 10-year Treasury yield peaked at over 4.3% despite core inflation continuing to moderate. 10-year US Treasury Inflation-Protected Securities now yield nearly 2% for the first time since 2009. With TIPS yields at 2%, US 10-year yields above 4% and US 10-year BBB corporate bonds yielding 6%, the fixed-income risk curve looks much like it did before the Global Financial Crisis (GFC). By contrast, the S&P Index trades at 20x earnings, whereas before the GFC, it was closer to 16x. We still think we are in a transition period as financial markets work through all the implications of leaving the post-GFC era of ultra-low interest rates. 

The other major topic of the month was China, especially the amount of leverage in the Chinese system in the wake of the bankruptcy of Evergrande. It is striking how much the mood around China has soured compared to the optimism about reopening at the start of the year.  

The fund outperformed during the month, outperforming the drawdown by more than we underperformed the rally. We were helped by the resilience of the healthcare and energy sectors and our underweight position in technology, which along with materials, led the market down. For the month as a whole, we saw strong performance from Global Payments, Cameco, Alimentation Couche-Tard and Progressive and, all for fairly idiosyncratic reasons, whereas certain cyclicals, such as Infineon and Daifuku, were weak after Q2 results.

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Fund Reporting

Factsheet
Monthly Portfolio Review

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Percentage growth of the fund versus benchmark

Data as at 31 August 2023

A GBP share class, since launch (3 May 2019)

Return history (%)

Data as at 31 August 2023

Standardised Performance

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. The annual management charge is deducted from the capital of the Fund. This will increase the income from the Fund but may constrain or erode potential for capital growth. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Funds investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.


Jun 18 - Jun 19 Jun 19 - Jun 20 Jun 20 - Jun 21 Jun 21 - Jun 22 Jun 22 - Jun 23
Fund - 0.10% 12.76% 8.72% 3.10%

Monthly returns (%)

Data as at 31 August 2023
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual Since inception
Fund 2019 0.10 2.50 4.48 -1.59 0.95 -2.44 0.77 -0.86 3.80
Benchmark 2019 -1.57 4.60 5.66 -3.05 0.75 -1.97 3.01 0.64 7.99
Fund 2020 0.87 -4.30 -7.68 5.51 4.30 0.88 -3.60 0.81 -0.10 -3.91 10.23 -0.28 1.45
Benchmark 2020 0.76 -6.80 -9.86 9.77 4.79 2.82 -0.78 4.74 -0.19 -2.05 8.80 1.64 12.50
Fund 2021 -1.80 0.87 5.66 3.45 0.26 1.31 -0.09 1.56 -1.19 0.78 -0.77 3.88 14.53
Benchmark 2021 0.64 -0.33 3.29 4.18 -1.11 3.83 0.32 3.66 -1.28 1.83 2.28 1.59 20.38
Fund 2022 -0.25 1.00 5.60 2.49 0.23 -4.48 3.73 1.61 -4.22 1.73 0.46 0.69 8.46
Benchmark 2022 -5.93 -1.26 5.66 -2.75 -1.88 -4.82 4.94 2.42 -4.80 1.33 1.24 -2.09 -8.40
Fund 2023 2.22 -3.66 0.62 -1.93 2.12 2.00 -0.38 0.84 31.90
Benchmark 2023 3.15 0.32 -0.43 0.90 1.06 1.93 2.68 -1.04 8.82 45.78

Net yield

Net Yield %
Share class A - accumulating 1.94
Share class A - distributing 1.97

Source and notes

Source: JOHCM/Bloomberg/MSCI Barra.

Data shown net of fees, net income income reinvested. Benchmark: MSCI AC World NR 12pm adjusted. Performance of other share classes may vary and is available on request. 

Disclaimer

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. The annual management charge is deducted from the capital of the Fund. This will increase the income from the Fund but may constrain or erode potential for capital growth. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Funds investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Fund statistics

Data as at 31 August 2023
Fund size GBP 86.02m
Number of holdings 39

Top 10 holdings and active weights

Data as at 31 August 2023
Top 10 holdings
Henry Schein 4.33%
Philip Morris International 4.13%
Sempra Energy 4.10%
GXO LOGISTICS 4.03%
Sanofi 3.64%
CRH 3.61%
Shell 3.54%
EXELON CORP 3.44%
Deutsche Boerse 3.39%
Thales 2.95%
Top 10 active weights
Henry Schein +4.31%
Sempra Energy +4.03%
GXO LOGISTICS +4.03%
Philip Morris International +3.89%
CRH +3.54%
Sanofi +3.44%
EXELON CORP +3.38%
Deutsche Boerse +3.33%
Shell +3.22%
Thales +2.92%

Sector breakdown

Data as at 31 August 2023
Portfolio Benchmark Relative
Health Care 16.74% 11.74% 5.00%
Financials 15.29% 15.45% -0.16%
Utilities 14.81% 2.64% 12.17%
Industrials 12.24% 10.48% 1.76%
Consumer Staples 11.78% 7.14% 4.63%
Information Technology 6.23% 22.11% -15.88%
Energy 6.08% 4.86% 1.22%
Materials 4.89% 4.50% 0.39%
Consumer Discretionary 4.44% 11.31% -6.87%
Communication Services 3.00% 7.48% -4.47%
Real Estate 0.00% 2.28% -2.28%
Cash 4.49% 0.00% 4.49%

Market cap breakdown

Data as at 31 August 2023
Portfolio Benchmark Relative
Large Cap 83.39% 94.00% -10.61%
Medium Cap 12.12% 6.00% 6.12%
Small Cap 0.00% 0.00% 0.00%
Cash 4.49% 0.00% 4.49%

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Fund Group

Fund

 As at noon Share class Currency Domicile ISIN number NAV per share Change   KIID
Global Equities JOHCM Global Opportunities Fund (onshore) 03/10/2023 A Accumulating GBP UK GB00BJ5JMC04 1.315 -0.008
Global Equities JOHCM Global Opportunities Fund (onshore) 03/10/2023 A Accumulating GBP Hedge GBP UK GB00BKDV8G18 1.117 -0.016
Global Equities JOHCM Global Opportunities Fund (onshore) 03/10/2023 A Distributing GBP UK GB00BJ5JMD11 1.212 -0.007
Global Equities JOHCM Global Opportunities Fund (onshore) 03/10/2023 X Accumulating GBP UK GB00BJ5JMF35 1.287 -0.007
Global Equities JOHCM Global Opportunities Fund (onshore) X Accumulating GBP Hedge UK GB00BNG8BZ06
Global Equities JOHCM Global Opportunities Fund (onshore) 03/10/2023 X Distributing GBP UK GB00BJ5JMG42 1.218 -0.007

Dividend Rates

Funds paying quarterly dividends

JOHCM UK Equity Income Fund

Share class Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23
A distributing GBP 1.2881 1.9828 3.4453 3.1410 1.8309 2.1053 3.2723 3.4623
A accumulating GBP 2.8152 4.3509 7.6541 7.1149 4.2268 4.9097 7.7197 8.3221
B distributing GBP  1.1897 1.8271 3.1746 2.8895 1.6822 1.9315 3.0000 3.1697
B accumulating GBP 2.6020 4.0228 7.0604 6.5526 3.8884 4.5096 7.0851 7.6257
Y distributing GBP 0.8697 1.3383 2.3274 2.1211 1.2376 1.4237 2.2134 2.3424
Y accumulating GBP 1.1364 1.7602 3.0924 2.8757 1.7088 1.9315 3.1230 3.3677

Dividends are quoted and paid in pence per share

XD dates: 31 March, 30 June, 30 September and 31 December
Payment dates: 31 May, 31 August, 30 November and 28 February

The quarterly table above shows the last two years net dividends (on a XD rather than a paid basis) for this fund. If you require the dividends for previous time periods, please contact Northern Trust directly on 0333 300 0359 or by email JOH_Onshore_TAQueries@ntrs.com.

Funds paying semi-annual dividends

All funds have a XD date of 30 June, pay date of 31 August and XD date of 31 December, pay date 28 February.

JOHCM UK Dynamic Fund (Onshore)

Share class Currency Pay date Dividend paid in Dividend rate
A - distributing GBP 31 Aug 2023 pence per share 4.7348
A - accumulating GBP 31 Aug 2023 pence per share  7.2848
B - distributing GBP 31 Aug 2023 pence per share  4.2666
B - accumulating GBP 31 Aug 2023 pence per share 8.0119
Y - distributing GBP 31 Aug 2023 pence per share 2.9766
Y - accumulating GBP 31 Aug 2023 pence per share 4.2119
X - distributing GBP 31 Aug 2023 pence per share 2.4775
X - accummulating GBP 31 Aug 2023 pence per share 2.8519
M - distributing GBP 31 Aug 2023 pence per share 0.6975
M - accumulating GBP 31 Aug 2023 pence per share 0.6975
K - distributing GBP 31 Aug 2023 pence per share 0.6130
K - accumulating  GBP 31 Aug 2023 pence per share 0.6128

JOHCM UK Dynamic Fund (Offshore)

Share class Currency Pay date Dividend paid in  Dividend rate
Y GBP 31 Aug 2023 pence per share 2.2517
Y EUR 31 Aug 2023 pence per share 2.1310
Y USD 31 Aug 2023 pence per chare 2.3831

JOHCM Global Select Shariah Fund 

Share class Currency Pay date Dividend paid in  Dividend rate
A USD 31 Aug 2023 pence per share 0.3187

Funds paying annual dividends

All funds have a XD date of 31 December and pay date of 28 February.

JOHCM Asia ex Japan Fund

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 0.0000
A EUR 28 Feb 2023 cents per share 0.0000
A USD 28 Feb 2023 cents per share 0.0000
B GBP 28 Feb 2023 pence per share 0.0000
B EUR 28 Feb 2023 cents per share 0.0000
B USD 28 Feb 2023 cents per share 0.0000
Z GBP 28 Feb 2023 cents per share 1.2559
Z USD 28 Feb 2023 cents per share 0.0088

JOHCM Asia ex Japan Small and Mid Cap Fund

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 0.0000
A EUR 28 Feb 2023 cents per share 0.0000
A USD 28 Feb 2023 cents per share 0.0000
B GBP 28 Feb 2023 pence per share 0.0000
B EUR 28 Feb 2023 cents per share 0.0000
B USD 28 Feb 2023 cents per share 0.0000
Z GBP 28 Feb 2023 cents per share 0.0000


JOHCM Continental European Fund

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 10.0915
A EUR 28 Feb 2023 cents per share 7.9953
A - hedge GBP 28 Feb 2023 pence per share 2.9851
B GBP 28 Feb 2023 pence per share 7.7618
B EUR 28 Feb 2023 cents per share 6.4068
B - hedge USD 28 Feb 2023 cents per share 1.1526
Y GBP 28 Feb 2023 pence per share 3.7378
Y - hedge GBP 28 Feb 2023 pence per share 3.2781
Y EUR 28 Feb 2023 cents per share 3.0566

JOHCM European Select Values Fund

Share class Currency Pay date Dividend paid in  Dividend rate
A GBP 28 Feb 2023 pence per share 4.8151
A EUR 28 Feb 2023 cents per share 2.6779
B GBP 28 Feb 2023 pence per share 2.0318
B EUR 28 Feb 2023 cents per share 0.8256
Y EUR 28 Feb 2023 cents per share 0.8964


JOHCM Global Emerging Markets Opportunities Fund

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 3.9725
A EUR 28 Feb 2023 cents per share 3.7874
A USD 28 Feb 2023 cents per share 2.7065
B GBP 28 Feb 2023 pence per share 3.5330
B EUR 28 Feb 2023 cents per share 3.4128
B USD 28 Feb 2023 cents per share 3.0881
Y GBP 28 Feb 2023 pence per share 4.9039
Y USD 28 Feb 2023 cents per share 2.8124
Z GBP 28 Feb 2023 cents per share 7.3245

JOHCM Global Opportunities Fund (onshore)

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 2.5742
A - hedged GBP 28 Feb 2023 pence per share 2.3240
X GBP 28 Feb 2023 cents per share 2.4772

JOHCM Global Opportunities Fund (offshore)

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 4.4298
A EUR 28 Feb 2023 cents per share 4.1956
A USD 28 Feb 2023 cents per share 3.3076
B EUR 28 Feb 2023 cents per share 3.8301
B USD 28 Feb 2023 cents per share 3.1239
A - hedged EUR 28 Feb 2023 cents per share 1.6538
X GBP 28 Feb 2023 cents per share 3.7875
Z GBP 28 Feb 2023 cents per share 1.7774
X - hedged GBP 28 Feb 2023 cents per share 2.1090
X EUR 28 Feb 2023 cents per share 1.9147

JOHCM Global Select Fund

Share class Currency Pay date Dividend paid in  Dividend rate
A GBP 28 Feb 2023 pence per share 2.5774
A EUR 28 Feb 2023 cents per share 2.0747
A USD 28 Feb 2023 cents per share 1.0629
B GBP 28 Feb 2023 pence per share 0.0000
B EUR 28 Feb 2023 cents per share 0.0000
B USD 28 Feb 2023 cents per share 0.0000
Z GBP 28 Feb 2023 pence per share 4.2279


JOHCM UK Growth Fund

Share class Currency Pay date Dividend paid in Dividend rate
A GBP 28 Feb 2023 pence per share 4.6405
B GBP 28 Feb 2023 pence per share 2.4239
X GBP 28 Feb 2023 pence per share 2.5898

JOHCM UK Opportunities Fund

Share class Currency Pay date Dividend paid in Dividend rate
A - distributing GBP 28 Feb 2023 pence per share 6.1160
A - accumulating GBP 28 Feb 2023 pence per share 9.5564
B - distributing GBP 28 Feb 2023 pence per share 5.7397
B - accumulating GBP 28 Feb 2023 pence per share 8.8440
Y - accumulating GBP 28 Feb 2023 pence per share 5.3515
Y - distributing GBP 28 Feb 2023 pence per share 4.1220

 

Net dividends quoted in the local share class currency.

If you would like more information, please contact Northern Trust directly on 0333 300 0359 or by email JOH_Onshore_TAQueries@ntrs.com. Email us at oeicdealing@johcm.co.uk.

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  • Ben Leyland

    Senior Fund Manager

    small image path
  • Robert Lancastle

    Senior Fund Manager

    small image path
  • Jasmeet Munday

    Analyst

    small image path

This is a marketing communication.

Information on the rights of investors can be found here.

The registrations of the funds described in this communication may be terminated by JOHCM at its discretion from time to time. The investment promoted concerns the acquisition of shares in a fund and not the underlying assets. Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. Investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

Other Global Equity Funds

JOHCM Global Opportunities Fund (offshore)

The JOHCM Global Opportunities Fund is a high conviction, benchmark-unconstrained stock picking fund that invests in both developed and emerging markets. Fund managers Ben Leyland and Robert Lancastle bring to bear the same successful investment philosophy and process that established the JOHCM UK Opportunities Fund as a leading UK equities fun

Read More
JOHCM Global Select Fund

Fund managers Christopher Lees and Nudgem Richyal believe stock markets are inefficient and aim to exploit market anomalies via an investment process that combines both top-down and bottom-up research. Their distinct “4-Dimensional” investment process (stocks, sectors, countries, time/change) focuses on the behaviour of each shar...

Read More
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