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JOHCM International Select Investor JOHAX

Medalist Rating as of | See J O Hambro Investment Hub
  • NAV / 1-Day Return 24.07  /  −1.96 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 1.53%
  • Turnover 32%

USD | NAV as of Apr 13, 2024 | 1-Day Return as of Apr 13, 2024, 12:02 AM GMT+0

Morningstar’s Analysis JOHAX

Will JOHAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A unique approach can lead to a bumpy ride.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Although its uncharacteristically rough year in 2022 should not be ignored, JOHCM International Select has long-tenured, thoughtful managers consistently adhering to a creative, flexible approach. It retains its ability to outperform over time.

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Portfolio Holdings JOHAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.65 147.2 Mil
Healthcare

Schneider Electric SE

2.56 142.2 Mil
Industrials

Deutsche Boerse AG

2.56 141.8 Mil
Financial Services

B3 SA - Brasil Bolsa Balcao

2.55 141.6 Mil
Financial Services

Sandoz Group AG Registered Shares

2.50 138.7 Mil
Healthcare

Ferguson PLC

2.49 138.2 Mil
Industrials

Globant SA

2.48 137.7 Mil
Technology

Japan Exchange Group Inc

2.46 136.6 Mil
Financial Services

Recruit Holdings Co Ltd

2.46 136.2 Mil
Communication Services

Itau Unibanco Holding SA ADR

2.42 134.4 Mil
Financial Services