Quick Stats

Bid Price - Offer Price -
Mid Price GBP 2.10 Day Change GBP +0.00 (0.14%)
Price Date 20 Oct 2017 Crown Rating 4
Shares Class Inc. Yield 2.79 %
Total Expense Ratio 0.82 Fund Size 1,200,000,000.00
Launch Date 30/11/2005 Standard Initial Charge (%) 5.00
Currency GBP ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.82
ISIN GB00B3K76Q93 Min TopUp (£) 0.00

Fund Objective

To generate long-term capital growth through active management of a concentrated portfolio of UK equities.

Fund Managers

John Wood
John is Senior Fund Manager of the JOHCM UK Opportunities Strategy, which he has managed since its launch in November 2005, building a highly competitive track record in the IA UK All Companies sector. John qualified as a Chartered Accountant at Ernst & Young before joining Newton Investment Management in 1995. As a Director in Newton’s UK Equity team, he managed a variety of UK funds. He holds a BA (Hons) in Economics from Warwick University and is an Associate Chartered Accountant (ACA).
Michael Ulrich
Michael Ulrich, Fund Manager, supports John Wood, Senior Fund Manager of the JOHCM UK Opportunities Fund. Prior to joining JOHCM, since 2005 Michael worked at F&C Investments where he was responsible for managing a number of UK All-Cap and Mid-Cap funds. During his early investment career, Michael spent nine years at Deutsche Asset Management holding the positions of UK Equity Analyst (covering media, construction, steel and paper), where he was also responsible for managing a UK equity large cap portfolio. Michael holds a BA (Hons) in Law and Politics from the University of Keele. He also holds the IMC and is a CFA charterholder.
Rachel Reutter
Rachel Reutter has 10 years industry experience, joined JOHCM in September 2012. Rachel Reutter, Fund Manager, supports John Wood, Senior Fund Manager of the JOHCM UK Opportunities Strategy. Prior to joining JOHCM, Rachel worked for Goldman Sachs within the Global Investment Research Division, initially as an Associate working in the Pan European Mid Cap Team and then as the Lead Analyst in the UK General Retail sector. Prior to that, she was a UK Leisure Analyst for Oriel Securities and a Retail and Leisure Analyst at RBS. Rachel holds a BA in Geography from the University of Oxford and is a CFA Charterholder.