JOHCM Global Opportunities Fund | 10th Anniversary
For investors seeking to create a portfolio of global equity funds, the JOHCM Global Opportunities can offer meaningful diversification. The chart shows the risk/reward profile achieved when blending the fund with the market, represented here by the MSCI AC World Growth Index.
Over the past 10 years, until end-April 2022, the best risk/return balance would have come from 60% JOHCM Global Opportunities and 40% MSCI AC World Growth.
Additions of deep value funds or those with a strong growth bias would give additional nuance, depending on such considerations as the investor’s appetite for risk or time to their return horizon.
Efficient Frontier of JOHCM Global Opportunities Fund and MSCI AC World Growth
Past performance is not necessarily a guide to future performance. The value of an investment can go down as well as up and investors may not get back the amount invested. There is no guarantee that these stated objectives will be achieved. For further information on risks please refer to the Fund's KIID and/or the Prospectus.
The team explain what role the fund can play in a wider portfolio