J O Hambro Capital Management Umbrella Fund PLC - J O Hambro Capital Management Global Select Fund Class A USD Accum.Ptg.Shs


The JOHCM Global Select Fund is a global equity fund that uses an active, disciplined, and differentiated investment style to consistently achieve long-term benchmark outperformance.

The Fund’s investment process incorporates various tools to measure statistical risk, style analysis, and decision-making consistency and is formally monitored in quarterly portfolio review meetings. The managers emphasized the use of forward-looking analyses of how correlations and relationships evolve to help achieve outperformance. A noted innovation in the stock evaluation process was AI-driven methodologies using Truvalue Labs and machine learning.

A dedicated risk team, thorough risk process, and reporting include daily monitoring by a summary risk screen powered by FactSet`s FNG/Linear MAC risk model.

The Fund has a clearly defined framework for investing responsibly across all strategies and backed this with clear examples of ESG stewardship intervention that had also enhanced returns. ESG related activity has been enhanced after JOHCM`s parent acquired Regnan, a leading ESG consultancy group, in 2019.

The Fund has generated excellent performance with +301 basis points on a 3Y and 5Y annualized net return vs. a benchmark.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.

House Awards: Global Equity
Hong Kong – Best-In-Class
Singapore – Best-In-Class


ISIN: IE00B3T31Z22
Inception Date: 09/30/2008
AUM: USD 1757905030.73
Manager Name: Nudgem Richyal, 30/09/2008; Christopher Lees, 30/09/2008
Total Expense Ratio: 0.78%
3-Yr Return: 63.02%
3-Yr Max Drawdown: -16.04%

ESG Score: 58.10
GC Score: 59.71
Near-Term Score(<=2°C): 58.29%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 1.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

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