JOHCM UK Dynamic Fund

The manager is careful to only select companies where he can see opportunities for the company to reverse its negative performance.

There are over 400 UK Equity Growth and Income Funds; providing investors with access to many different investment styles. So choosing the right fund depends upon understanding their methods and aims.

Performance is part of the equation but equally the management team is crucial. We have met a number of talented Fund Managers, the likes of Standard Life Investments, Neptune, Schroders, Legal and General, Threadneedle and Liontrust (not all of these are in our portfolios).

One fund we have been following for some time is the JOHCM UK Dynamic Fund. The fund has an excellent track record of investing in the all cap space but with 60% focused on large cap stocks. Where it differs is twofold, firstly all stocks must demonstrate an ability to pay dividends (which we will cover in the update) and all companies will be of high quality.

Unlike many funds there is a ceiling at which the manager will cap new money into the fund. This ensures that the manager doesn’t need to compromise performance as the fund attracts greater assets. This cap is set at £1 billion (currently the fund is around £230 million).

In this update we will unpack why we think this is a fund for investors to consider.

Fund Facts Morningstar


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