JOHCM Asia ex Japan fund gains an Elite Rating
By Sarah Culver on 8 March 2016 in Equities, Asia/Emerging Markets
JOHCM Asia ex Japan fund has been awarded an Elite Rating. It is the sixth JOHCM fund to gain a rating and the eighth Asia ex Japan equity fund.
The managers, Samir Mehta and Cho-Yu Kooi, are based in Singapore and the fund is an unconstrained, high-conviction fund that can invest in companies of all sizes across the whole region. It typically holds around 45 stocks.
Commenting on the addition to FundCalibre, Clive Hale, director, said: “This fund has an excellent, well-defined process, which includes in-depth analysis of company financials going back at least eight years. Both managers have experience of past crises and are not afraid to go against the grain in their selection.
“JO Hambro Capital Management is a boutique investment company, which manages 16 different equity funds. That six of these funds has an Elite Rating is a testament to the breadth of fund manager skill they offer.”
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.
Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.
Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
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