The JOHCM Global Opportunities Fund aims to provide investors with a return profile that captures much of the upside but with materially lower volatility than either the index or comparable global equity funds.
The fund has been managed by Ben Leyland and Robert Lancastle since inception on 29th June 2012. They are both disciplined and focused stock-pickers who work to a simple principle: that good companies will survive and thrive through multiple cycles if they have sustainable competitive advantages, and investors will enjoy outstanding returns if they invest in such companies whilst remaining disciplined around balance sheet and valuation risks.
Since inception, the Fund has delivered exceptional performance, generating an average annual return of 12.86%, compared to 12.45% for the benchmark, putting it into the first quartile of its peer group for the period. Over the past 12 months, the Fund’s returns are second in its sector.
The strategy has amassed an AUM of £2.8 billion.
TJ Voskamp, Head of Distribution Europe, UK and Asia, said: “In a period when many funds fail to last more than a few years, it’s a testament to the differentiated approach of Ben and Rob within the Global Opportunities Fund that it has delivered for clients for a decade. It’s more pleasing still that their highly differentiated performance profile is now more relevant than ever with clients given its strong recent performance.”
Commenting on the anniversary Ben and Rob said: “We are very pleased to reach this milestone and are grateful to the clients who have supported us over this time. It’s great to know that our tried and tested process remains in demand and that recent market conditions have served to remind people of the benefits of investing with patience and discipline in high quality companies with durable franchises.”