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JOHCM Emerging Markets Opportunities Fund;Inst

Ranked 294 out of 758 in - Global Emerging Markets over 36 months
All calculations are in USD unless stated

Managed by

James Syme

James Syme was born in Basingstoke, Hampshire in 1972 and attended Cambridge University where he studied geography. He started his career as an analyst with H. Clarkson & Co and joined Henderson Investors in 1994. James joined Societe Generale Asset Management in 1997 where he was the head of emerging markets. He joined Baring Asset Mangement in 2006 where he was head of global emerging markets equity. He is now a senior fund manager at JO Hambro Capital Management. James holds the Investment Management Certificate and is a Chartered Financial Analyst.

Paul Wimborne

Paul Wimborne started his career as a graduate trainee in Rothschild Asset Management’s emerging markets team in 1998. He began managing a selection of global equity funds for the group in March 2000. He subsequently became a part of Insight Investment’s emerging markets and Asian equities team following the group’s acquisition of Rothschild Asset Management. He then joined Barings in 2008 and ran the Baring Emerging Markets Fund before joining J O Hambro Capital Management in 2011. Wimborne entered the world of finance armed with a first class degree in Management and Chemical Sciences from the University of Manchester Institute of Science and Technology.

Objective

The Fund seeks long-term capital appreciation. The Fund invests, under normal conditions, at least 80% of its assets in securities of companies domiciled in, or whose principal business activities are located in, the emerging markets. Emerging market countries are defined as those countries represented by the MSCI.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/10/2015 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -3.6% -2.1%
2017 38.9% 12.9% 7.6% 7.1% 6.8%
2016 4.5% -0.5% 2.7% 10.6% -7.6%
2015 -8.8% 5.5% 1.0% -17.0% 3.2%
2014 -1.5% -3.1% 7.0% -4.5% -0.5%
2013 5.1% -2.5% -6.4% 7.0% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/11/2012
  • Share Class size367Mn
  • Base currencyUSD
  • ISIN US00770G8217

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.06%

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