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Forgotten Middle

| Global Equities
Ben Leyland
Robert Lancastle
14 Mar 2022

JOHCM Global Opportunities Fund

  • The strategy aims to generate longterm capital and income growth through active management of a concentrated portfolio of global listed equities.
  • A high conviction, benchmarkunconstrained stock picking fund.
  • The fund managers look for opportunities where the market is underestimating the value created by well-managed companies that reinvest wisely to create sustainable compounding returns.
  • Benchmark: MSCI AC World Index.
  • The use of the index does not limit the investment decisions of the fund manager therefore the shareholdings of the Fund may differ significantly from those of the index.
  • Please refer to the Prospectus/KIID for further information.

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s 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.

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