JOHCM UK Equity Income Y GBP Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.84%
  • 3 Year sharpe-0.08
  • 3 Year alpha-2.26
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.67%
  • IA SectorUK Equity Income
  • Manager GroupJ O Hambro
  • DomicileUnited Kingdom
  • ISINGB00B95FCK64

Investment Strategy

The aim of the Fund is to generate a level of income which increases year on year as well as the potential to grow the amount invested over a rolling period of seven to ten years. The Sub-fund’s target is to have a return greater than the FTSE All-Share Total Return index (12pm adjusted), which is used in the calculation of performance fees. At least 90% of the Sub-fund is invested in the shares of companies that are listed on the London Stock Exchange (or other UK exchanges). These will include large, medium and small-sized companies. The Sub-fund is not expected to invest more than 25% in the shares of smaller companies, which are widely viewed as being riskier than shares in larger companies.

Latest news

Currently there for this fund. Visit our news hub for other news .