Johcm Global Equity Fund Quote
| JOGIX Fund | USD 11.75 0.06 0.51% |
PerformanceStrong
| Odds Of DistressLow
|
Johcm Global is trading at 11.75 as of the 20th of July 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 11.81. Johcm Global has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks to invest primarily in common stocks and other equity securities of U.S. and non-U.S. companies, including in preferred stock, rights, and warrants. The fund normally invests at least 40 percent of its assets in companies located in countries other than the U.S., provided that the fund reserves the flexibility to invest as little as 30 percent of its assets in companies located outside the U.S. More on Johcm Global Equity
Moving together with Johcm Mutual Fund
Johcm Mutual Fund Highlights
| Fund Concentration | JOHCM Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, JOHCM Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm Global Equity [JOGIX] is traded in USA and was established 20th of July 2025. Johcm Global is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of JOHCM Funds family. This fund currently has accumulated 587.16 M in assets under management (AUM) with minimum initial investment of 1000 K. Johcm Global Equity is currently producing year-to-date (YTD) return of 2.09%, while the total return for the last 3 years was 9.56%.
Check Johcm Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Johcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Johcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Johcm Global Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Johcm Global Equity Mutual Fund Constituents
| MDT | Medtronic PLC | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| NEE | Nextera Energy | Stock | Utilities | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| MEDP | Medpace Holdings | Stock | Health Care |
Johcm Global Equity Risk Profiles
| Mean Deviation | 0.5695 | |||
| Semi Deviation | 0.1221 | |||
| Standard Deviation | 0.7367 | |||
| Variance | 0.5427 |
Johcm Global Against Markets
Other Information on Investing in Johcm Mutual Fund
Johcm Global financial ratios help investors to determine whether Johcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Johcm with respect to the benefits of owning Johcm Global security.
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