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JOHCM International Select Investor JOHAX

Medalist Rating as of | See J O Hambro Investment Hub
  • NAV / 1-Day Return 23.44  /  +0.51 %
  • Total Assets 4.9 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 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM 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 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Zealand Pharma A/S

2.92 154.0 Mil
Healthcare

SK Hynix Inc

2.84 150.0 Mil
Technology

Disco Corp

2.78 146.5 Mil
Technology

Japan Exchange Group Inc

2.73 143.9 Mil
Financial Services

CRH PLC

2.71 143.1 Mil
Basic Materials

Ferguson PLC

2.68 141.4 Mil
Industrials

EQT AB Ordinary Shares

2.68 141.2 Mil
Financial Services

Novo Nordisk A/S Class B

2.65 139.9 Mil
Healthcare

NEC Corp

2.65 139.7 Mil
Technology

Hitachi Ltd

2.63 138.5 Mil
Industrials