This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.8379
£0.005 (+0.58%)
Fund Code
JORAA
BMCZDD0
GB00BMCZDD05
Prices updated as at 09 May 2025
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Prices in GBP
Investment objective
The Sub-fund aims to achieve capital growth in excess of the MSCI ACWI IMI Index (net of fees) over rolling 5 year periods by investing in companies with high revenue growth potential derived from the provision of solutions to underserved environmental and social challenges in the global economy. In order to achieve the investment objective, the Sub-fund will invest at least 80% of the portfolio in shares of companies quoted and/or traded on Regulated Markets worldwide and which aim to generate (a) positive, measurable social and/or environmental impact when assessed against the taxonomy developed by the Investment Manager relating to sustainable development goals (the “Regnan Taxonomy”); and (b) financial returns. It is anticipated that the Sub-fund’s portfolio will comprise fewer than fifty holdings.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
JOHCM Funds (UK) Limited
Fund launch date
27 Oct 2020
Domicile
United Kingdom
UCITS
Yes
Fund manager
Tim Crockford
Manager start date
27 Oct 2020
Fund manager biography
Tim Crockford leads the Regnan Global Impact team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes. Prior to joining Hermes, Tim was an analyst at Sourcecap International, a European equity fund boutique, which Hermes acquired in 2009. Before that he was a primary research analyst at Execution Limited (which seeded Sourcecap), where he worked on major projects in the consumer, retail and financial services sectors. Tim was raised and educated in Malta and graduated from the University of Malta in 2006 with a Bachelor of Accountancy (Hons) degree, as well as a Bachelor of Commerce degree.
Head office
Third Floor,1 St James’s Market
London
United Kingdom
SW1Y 4AH
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