JOHCM UK Equity Income Y GBP Acc (FUND:B8FCHK5) - Fund price

Fund Report

J O Hambro Capital Management UK Equity Income Y GBP Acc

Name of CompanyJOHCM Funds (UK) Limited
Fund CompanyJ O Hambro
AddressThird Floor,1 St James’s Market
London SW1Y 4AH
United Kingdom
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date13/05/2013

Fund Advisor(s)

J O Hambro Capital Management Limited
Fund ManagerClive Beagles
Manager Start Date30/11/2004
BiographyClive joined the Group in September 2004 with over 15 years’ fund management experience. Prior to joining JOHCM he was Investment Leader UK Equities at Newton Investment Management and managed the successful Newton Higher Income Fund for three years. While managing the Newton Higher Income Fund, Clive was awarded a AAA by Citywire. Whilst Clive managed the fund, it outperformed the FTSE All Share index by 19.5% (Source: Lipper; from 01/07/01 to 24/03/04). His JOHCM UK Equity Income Fund is AA rated by Forsyth-OBSR and A rated by Standard & Poor’s.
Fund ManagerJames Lowen
Manager Start Date30/11/2004
BiographyJames is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2021 Morningstar. All rights reserved.