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Morningstar

JOHCM International Select Institutional JOHIX

Morningstar Medalist Rating
Medalist Rating as of | See J O Hambro Investment Hub
  • NAV / 1-Day Return 23.26  /  −0.77 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield 1.76%
  • Turnover 32%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis JOHIX

Will JOHIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JOHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JOHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JOHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique approach can lead to a bumpy ride.

null Gregg Wolper

Gregg Wolper

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.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings JOHIX

More JOHIX Holdings
  • 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