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  • Fund Type: Open-End Fund
  • Objective: Region Fund-European
  • Asset Class: Equity
  • Geographic Focus: European Region

J O Hambro Capital Management Umbrella Fund PLC - European Select Values Fund

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U65C:GR

1.6400 EUR 0.0200 1.20%

As of 12:12:17 ET on 05/23/2013.

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Snapshot for J O Hambro Capital Management Umbrella Fund PLC - European Select Values Fund (U65C)

Open: 1.6540 High - Low: 1.6540 - 1.6200 Primary Exchange: Berlin
Volume: 0 52-Week Range: 1.2000 - 1.6620 Beta vs E300: 0.9145

ETF Chart for U65C

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  • U65C:GR 1.6400
  • 1D
  • 1M
  • 1Y
1.6600
Interactive U65C Chart

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Fund Profile & Information for U65C

J O Hambro Capital Management Umbrella Fund PLC - European Select Values Fund is a UCITS certified open-end fund incorporated in Ireland. The objective is long-term capital appreciation. The Fund will invest primarily in equity securities of companies that are listed on european exchanges or based in Europe on a Recognised Exchange.

Inception Date: 2003-05-07 Telephone: 44 (0) 20 77475678
Managers: ROBBIE WOUTERS
Web Site: www.johcm.co.uk

Fundamentals for U65C

NAV (on 2013-05-22) 1.6570
Assets (M) (on 2013-05-23) 595.8099
Shares out (M) 0.00
Market Cap (M) 0.00
% Premium 0.18
Average 52-Week % Premium 0.0129
Fund Leveraged N

Dividends for U65C

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2012-12-31) 0.0021
Dividend Yield (ttm) 0.13%

Performance for U65C

1-Month +7.79% 1-Year +31.31%
3-Month +7.79% 3-Year +17.00%
Year To Date +14.65% 5-Year -2.80%
Expense Ratio 1.73

Top Fund Holdings for U65C

Filing Date: 06/30/2012
Name Position Value % of Total
Wolters Kluwer NV 1,858,312 18,773,714 4.886%
D'ieteren SA/NV 678,309 17,938,326 4.668%
Oracle Corp 819,801 15,502,429 4.034%
Heineken Holding NV 535,826 15,258,962 3.971%
Kabel Deutschland Holding AG 371,847 14,728,121 3.833%
Givaudan SA 20,965 13,079,653 3.404%
Pearson PLC 957,311 12,119,557 3.154%
CSM 1,033,614 12,100,561 3.149%
Pernod-Ricard SA 168,138 11,422,675 2.973%
SAP AG 291,453 10,937,601 2.846%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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