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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the European Union and should not be relied on by residents or citizens of other jurisdictions. By clicking the “Proceed” button above, you are agreeing to the Terms & Conditions of use.
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The contents of this website have been approved by PISEL, which is authorised and regulated by the Central Bank of Ireland. Perpetual Group is a trading name of PISEL.
The information on this website does not constitute an offer or solicitation and is provided for information purposes only and not as the basis for any contract for the purchase or sale of any investment product or instrument. The information on this website shall not be deemed to constitute advice and should not be relied on as such to enter into a transaction or for any investment decision. It is not the intention to make available the material on this website in any territories where to do so would be unlawful.
All investment products and services referenced in this website are managed and offered by either PISEL or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates").
The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.
Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.
PISEL shall have no liability for damage arising out of the use of or reliance on the information provided including any loss of profit or any other damage, direct and consequential. If you are dissatisfied with this website, your exclusive remedy shall be to cease using this website.
Except as otherwise indicated, this website is intended for persons residing in the United Kingdom, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited.
The distribution of the information contained on this website may be restricted by law in certain jurisdictions and, accordingly, persons who access it are required to inform themselves of and comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.
This website gives wider circulation to certain documents and information that may also be available by other means. PISEL has used its best efforts to ensure that the information appearing on this site has been properly reproduced and is accurate, but cannot accept responsibility for errors, omissions or inaccuracies. Should there be any discrepancies between documents reproduced on this website and the originals, then the originals will prevail.
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The information contained within this website is current only as of the date of the most recent update, or if no update information has been provided, the date of issuance, users are strongly encouraged to check the dates of issuance and most recent updates of any information contained within this website. PISEL cannot guarantee that the material on this website has not been affected by technical malfunctions or unauthorized tampering. The materials on this website are subject to change without notice.
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PISEL takes your privacy seriously. The Privacy Notice contains further information on what personal data PISEL collects, what it does with that information, and what rights you have. We keep our Privacy Notice under review and will place any updates on this web page. If you have any questions or comments, please contact Ireland-dataprotection@johcm.com.
©2024 Perpetual Investment Services Europe Limited. All rights reserved.
For UK Professional Investors only:
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom and should not be relied on by residents or citizens of other jurisdictions. By clicking the “Proceed” button above, you are agreeing to the Terms & Conditions of use.
Important Information
Please read this information carefully as it governs your use of this website. If you use this website then you will be agreeing to the terms of use that appear below. This information and the terms of use are subject to change at any time without notice.
The contents of this website are issued and approved in the UK by J O Hambro Capital Management Limited (“JOHCML”) which is authorised and regulated by the Financial Conduct Authority. Registered office: Level 3, 1 St James’s Market, London SW1Y 4AH. Issued in the European Union by Perpetual Investment Services Europe Limited (“PISEL”) which is authorised by the Central Bank of Ireland. Registered office: 24 Fitzwilliam Place, Dublin 2, Ireland D02 T296. References to “JOHCM” below are to either JOHCML or PISEL as the context requires.
This website provides information about JOHCM investment products and ideas aimed at institutional investors only. If you are in any doubt about any of the information on this website, please consult your financial adviser. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.
Specific risks associated with particular investments are detailed on this website and in our printed literature. Please ensure that clients are shown a copy of the relevant Prospectus and Key Investor Information Document (KIID) before investing. Prospectuses, KIIDs and application forms are available to download from the Literature section of this website.
Any tax relief mentioned is that currently available and is subject to change. The value of any tax advantage is dependent upon individual circumstances.
JOHCM shall have no liability (save for any liability JOHCM may have under the Financial Services and Markets Act 2000, any equivalent legislation in any other jurisdiction or any replacement regulation if legislation permits such a statement to be made) for damage arising out of the use of or reliance on the information provided including any loss of profit or any other damage, direct and consequential.
Other JOHCM affiliates comprise of the following five incorporated entities:
- J O Hambro Capital Management Limited (Registered No. 2176004) is authorised and regulated by the Financial Conduct Authority.
- JOHCM Funds (UK) Limited (Registered No. 11325227 ) is authorised and regulated by the Financial Conduct Authority.
- Perpetual Investment Services Europe Limited (Registered No.629023) is authorised by the Central Bank of Ireland.
- JOHCM (Singapore) Pte Limited (Registered No. 2006-11295M) is registered in the Republic of Singapore.
- JOHCM (USA) Inc. is registered in the state of Delaware, United States of America.
J O Hambro® and JOHCM® are registered trademarks of JOHCML.
The distribution of the information contained on this website may be restricted by law in certain jurisdictions and, accordingly, persons who access it are required to inform themselves of and comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.
This website gives wider circulation to certain documents and information that may also be available by other means. JOHCM has used its best efforts to ensure that the information appearing on this site has been properly reproduced and is accurate, but cannot accept responsibility for errors, omissions or inaccuracies. Should there be any discrepancies between documents reproduced on this website and the originals, then the originals will prevail.
Terms of use
The information on this website does not constitute an offer or solicitation and is provided for information purposes only and not as the basis for any contract for the purchase or sale of any investment product or instrument. The information on this website shall not be deemed to constitute advice and should not be relied on as such to enter into a transaction or for any investment decision. It is not the intention to make available the material on this website in any territories where to do so would be unlawful.
The Privacy Statement applies to this website only. We keep our Privacy Statement under review and will place any updates on this web page. Our website contains links to other websites. When you link to other websites you should read their own privacy notices. These links do not constitute any endorsement, sponsorship or approval of the materials appearing in such websites. In accessing these websites you may be proceeding to the website of an organisation that is not regulated under the Financial Services and Markets Act 2000. JOHCM has not examined such websites and does not take any responsibility for the contents of such sites or for their services.
The information included on this website is published in good faith and, whilst JOHCM has taken all reasonable steps to ensure its accuracy, no warranty express or implied is made by JOHCM or its affiliates as to its accuracy.
JOHCM may make changes to the website pages at any time without notice. JOHCM makes every effort to keep this website operational, however, certain technical difficulties may, from time to time, result in suspension of the website's operations. JOHCM does not accept liability arising from failure of the website to remain operational.
Nothing in this clause attempts to exclude any liability JOHCM may have under the UK Financial Services and Markets Act 2000.
Privacy Policy
JOHCM takes your privacy seriously. The JOHCM Privacy Statement found on our website contains further information on what personal data JOHCM collects, what it does with that information, and what rights you have. If you have any questions or comments, please contact EUKA-dataprotection@perpetual.com.
Ownership
This website and each of its components and the pages are the property of JOHCM. Any attempt by any person to damage this site or undermine its operation may be a violation of criminal or civil laws. JOHCM reserves the right to seek remedy from any such person to the full extent of the law.
©2024 J O Hambro Capital Management Limited. All rights reserved.
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Trillium and Business Coalition Announce Push to Support the John Lewis Voting Rights Advancement Act
While small-cap stocks were hard hit during the first half of 2022, August’s earnings season revealed a bounce back for the asset class. What does this mean for Trillium’s ESG Small/Mid Cap Core Portfolio?
Dear U.S. Environmental Protection Agency Administrator and Members of Congress,
Trillium is honored today to join 160 other companies calling on Congress to honor John Lewis’s legacy and to pass the John Lewis Voting Rights Advancement Act.
In many states, our democracy is at risk, with almost 400 state bills proposed that would restrict voter access to the polls. This situation highlights the need for voting rights protections – protections that have received bipartisan support for over 50 years – that will make voting safe and accessible to us all, including voters of color who have historically been the targets of discriminatory voting laws.
Investors are quickly coming to understand that we have a responsibility to stand up for a healthy democracy. We are all in this together and whether you are motivated by financial stability or racial justice, our shared prosperity is undeniable. This has not historically been - and should not be - a partisan issue. It is an American issue.
We have been privileged to be a part of bringing brand name companies to join this letter and encourage everyone to click here to view the full letter and list of signatories.
Trillium is honored today to join 160 other companies calling on Congress to honor John Lewis’s legacy and to pass the John Lewis Voting Rights Advancement Act.
In many states, our democracy is at risk, with almost 400 state bills proposed that would restrict voter access to the polls. This situation highlights the need for voting rights protections – protections that have received bipartisan support for over 50 years – that will make voting safe and accessible to us all, including voters of color who have historically been the targets of discriminatory voting laws.
Investors are quickly coming to understand that we have a responsibility to stand up for a healthy democracy. We are all in this together and whether you are motivated by financial stability or racial justice, our shared prosperity is undeniable. This has not historically been - and should not be - a partisan issue. It is an American issue.
We have been privileged to be a part of bringing brand name companies to join this letter and encourage everyone to click here to view the full letter and list of signatories.
Trillium is honored today to join 160 other companies calling on Congress to honor John Lewis’s legacy and to pass the John Lewis Voting Rights Advancement Act.
In many states, our democracy is at risk, with almost 400 state bills proposed that would restrict voter access to the polls. This situation highlights the need for voting rights protections – protections that have received bipartisan support for over 50 years – that will make voting safe and accessible to us all, including voters of color who have historically been the targets of discriminatory voting laws.
Investors are quickly coming to understand that we have a responsibility to stand up for a healthy democracy. We are all in this together and whether you are motivated by financial stability or racial justice, our shared prosperity is undeniable. This has not historically been - and should not be - a partisan issue. It is an American issue.
We have been privileged to be a part of bringing brand name companies to join this letter and encourage everyone to click here to view the full letter and list of signatories.
No genuine effort to slow or combat climate change can ignore Energy and Power. Trillium seeks to find the companies best-positioned to lead―and benefit from―the ongoing energy transition. Learn more about our approach to investing in Energy and Power.
Advocacy Impact Report - Second Half 2021
Trillium considers it fundamental to our mission and our fiduciary responsibility to engage with the companies that we hold in our portfolios to press for positive change that we believe will help improve ESG policies, performance, or impact. Learn more about our recent engagement activities.
