Morningstar

JOHCM Emerging Markets Opportunities Fund Institutional Shares JOEMX

Morningstar Medalist Rating
Medalist Rating as of | See J O Hambro Investment Hub
  • NAV / 1-Day Return 17.30  /  +0.23 %
  • Total Assets 1.6B
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.66%
  • Turnover 14%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:14 AM GMT+0

Morningstar’s Analysis JOEMX

Will JOEMX 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 JOEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JOEMX 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 JOEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This differentiated approach has paid off.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

JOHCM Global Emerging Markets Opportunities benefits from experienced managers and an established process. Reflecting our strong conviction, the People and Process Pillar ratings are maintained at Above Average and High, respectively.

by Lena Tsymbaluk
Rated on Published on

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Portfolio Holdings JOEMX

More JOEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

12.98 218M
Technology

SK hynix Inc

5.05 85M
Technology

Northern Institutional Treasury Premier

4.18 70M
Cash and Equivalents

Hong Kong Exchanges and Clearing Ltd

3.43 58M
Financial Services

Tencent Holdings Ltd

3.33 56M
Communication Services

Anglogold Ashanti PLC

2.74 46M
Basic Materials

CITIC Securities Co Ltd Class A

2.54 43M
Financial Services

Naspers Ltd Class N

2.39 40M
Consumer Cyclical

NAURA Technology Group Co Ltd Class A

2.35 39M
Technology

Aldar Properties PJSC

2.20 37M
Real Estate

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