Morningstar

JOHCM International Select Fund Institutional Shares JOHIX

Morningstar Medalist Rating
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Medalist Rating as of See J O Hambro Investment Hub
  • NAV / 1-Day Return $28.34  /  +0.68 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.80%
  • Turnover Ratio 93%
NAV and 1-Day Return as of

Morningstar’s Analysis JOHIX

Will JOHIX outperform in the 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 proprietary scorecard grounds this strategy's approach.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

JOHCM International Select intentionally sets itself apart, which boosts its appeal while adding risk.

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 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

4.72 117M
Technology

BHP Group Ltd

2.84 70M
Basic Materials

Rolls-Royce Holdings PLC

2.66 66M
Industrials

Advantest Corp

2.64 65M
Technology

Hitachi Ltd

2.63 65M
Industrials

Iberdrola SA

2.59 64M
Utilities

Siemens AG

2.58 64M
Industrials

UBS Group AG Registered Shares

2.50 62M
Financial Services

Mitsubishi UFJ Financial Group Inc

2.47 61M
Financial Services

DBS Group Holdings Ltd

2.46 61M
Financial Services

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