JO Hambro International Select I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-5720968
| Category: | Foreign Large Blend | | Fund Family: | BHR Institutional | | Net Assets: | 12.53M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jul-09 |
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Christopher J.D. Lees
Lead Manager since
20-Jul-09 | | | Lees is an investment manager with Barings Asset Management. Lees has been a member of the Global Equity Group since 2002 and was made the head of the Global Sector Teams in 2002. From 1994 to 2002 Lees was located in Boston as a member of the US Equity Team. During his tenure in North America Lees was lead manager and was also the head of the Consumer Discretionary Global Sector Team. Lees joined Baring Asset Management in 1990 as a graduate trainee. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund, under normal market conditions, at least 80% of assets in securities of companies headquartered outside the United States. It may invest in foreign companies of any size, including small and mid capitalization companies, in order to achieve its objective. To achieve its investment objective, the fund's portfolio managers seek to identify and make investments in foreign companies based on a multi-dimensional investment process. They consider a number of factors including growth, valuation, size, momentum, and beta. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 95.24% |
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| Expense | JOHIX | Category
Avg | | Total Expense Ratio: | 1.09%
| 1.43% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.70% | | 3 Yr Expense Projection*: |
$ 347 | $699 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,068 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,131 |
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0.16% Nasdaq 0.00%
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