J O Hambro Capital Management UK Dynamic Fund Y GBP Inc
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.473
£0.023 (+1.59%)
Fund Code
JODMD
BDZRJ21
GB00BDZRJ218
Prices updated as at 20 May 2025
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Prices in GBP
Investment objective
The Sub-fund’s investment objective is to achieve capital growth over a rolling seven to ten year period as well as providing income. The Sub-fund’s target is to have a return greater than the FTSE All-Share Total Return index (12pm adjusted), which is used in the calculation of performance fees. At least 90% of the Sub-fund is invested in the shares of companies listed on either of the two primary markets of the London Stock Exchange: the Main Market (FTSE) and the Alternative Investment Market (AIM). At all times at least 75% of the Sub-fund is invested in the shares of companies that are domiciled, incorporated or have a significant portion of their business in the UK.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Our view
The JO Hambro UK Dynamic fund is managed by Alex Savvides, who aims to build a portfolio with a margin of safety through investing in stocks that exhibit not just traditional value characteristics but also idiosyncratic drivers in the form of management and strategic change.
He will only invest in companies that pay a dividend or intend to pay one in the coming 12 months. He seeks to invest only in businesses which focus on the strength and sustainability of the business franchise. Finally, the liquidity of the investment will also be assessed.
