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JOHCM Emerging Markets B GBP

Ranked 719 out of 834 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Emery Brewer

Kansas City-born Emery Brewer works at JO Hambro Capital Management where he runs equity strategies with a growth and momentum investment style. He holds a BSc from the University of Utah and a MBA from the University of Rochester with his primary degree subject being economics. Emery is currently based in Prague, and outside fund management he enjoys saltwater fishing.

Ivo Kovachev

Dr Ivo Kovachev works at JO Hambro Capital Management where he runs equity strategies using a momentum and growth investment style. Prior to joining JO Hambro he was CIO at Kinsale Capital Management and was also a fund manager at Driehaus Capital Management. Ivo holds an MEng in management information systems from the Prague School of Economics, an MSc in technology and innovation management from the University of Sussex and a PhD in industrial and development policy. Ivo was born in Ruse in Bulgaria and is currently based in Prague. Away from fund management, he enjoys football.

Objective

The Fund aims to achieve its objective by investing in a portfolio of equity securities of companies domiciled or exercising the predominant part of their economic activities in Emerging Markets around the world. At no time will less than two-thirds of the Fund’s total assets be invested in such securities.

Performance

Global Emerging Markets over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -9.3%
2017 35.0% 10.8% 4.3% 9.4% 6.7%
2016 11.6% 4.9% 1.1% 11.8% -5.8%
2015 -13.9% 1.6% 0.1% -17.3% 2.4%
2014 -2.9% -1.9% 6.5% -3.9% -3.3%
2013 4.8% 3.6% -8.1% 5.8% 4.0%
2012 14.4% 11.6% -9.9% 7.7% 5.6%
2011 -20.2% -1.5% 0.7% -21.2% 2.2%
2010 18.4% 10.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd ORD 4.56%
Alibaba Group Holding Ltd DR 4.05%
Tencent Holdings Ltd ORD 3.71%
Taiwan Semiconductor Manufacturing Co Ltd Rights 3.53%
Industrial and Commercial Bank of China Ltd ORD 3.17%
GBP Cash 2.71%
CNOOC Ltd ORD 2.34%
Naspers Ltd ORD 2.06%
Wal Mart de Mexico SAB de CV ORD 2.04%
Cathay Financial Holding Co Ltd ORD 1.99%
31/07/2018

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date27/04/2010
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN IE00B4W7Q644

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).