JOHCM US Small Mid Cap Equity Fund

This was our first introduction to the team who are based in the US but are in the UK promoting the fund. The team worked together at Fidelity before leaving to set up this strategy at JOHCM. Effectively, this is a franchise operated under the JOHCM banner and enables the team to build a long-term business and over time have equity within the firm. The managers invest their money in the US version of the fund.

The fund was launched in 2014 and has taken some time to settle in. We have shown performance vs the Mid-Cap Index and the North America Index. The North America Index has a bias to large cap and its top holdings are Microsoft, Apple, Amazon, Facebook, Johnson and Johnson and Alphabet. The Mid-Cap Index is very different with the main constituents being IDEX, Domino‚Äôs Pizza, STERIS, MarketAxess Holdings and Leidos….read more

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.