About JOEIX
The JOHCM Emerging Markets Opportunities Fund is a diversified mutual fund that seeks to achieve long-term capital appreciation by investing primarily in equity securities of companies based in emerging market countries. The fund takes a top-down investment approach, targeting growth-at-reasonable-price stocks and maintaining a large blend investment style. Its portfolio typically consists of firms from industries such as technology, communication services, consumer cyclical, financial services, and real estate, with notable holdings including leading companies like Taiwan Semiconductor Manufacturing Co., Tencent Holdings, and Emaar Properties. At least 80% of its assets are allocated to companies either domiciled in or conducting principal business in emerging markets, as defined by major indices such as MSCI. The fund is managed by an experienced team employing established processes, and it is recognized for its disciplined research framework and focus on identifying the best opportunities within the dynamic landscape of global emerging markets. The fund plays a key role in allowing investors access to potential growth in economies that are typically underrepresented in developed market indices, contributing to portfolio diversification and exposure to global economic trends.
Fund Family JOHCM Funds
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JOEIX
Share Class Advisor Shares
Index MSCI EM (Emerging Markets) NR USD
JOEIX had a total return of 44.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.72%.
