How to Invest

Overview

The JOHCM Funds may be purchased either directly or through a financial intermediary such as a Broker/Dealer firm or “mutual fund supermarket”. The Funds welcome investments from investors that are either a U.S. citizen or resident, or are a U.S. entity with a U.S. tax identification (social security) number. Shares of the JOHCM Funds are qualified for sale only in the U.S. and its territories and possessions.

 

Purchase shares directly in JOHCM Funds

You can obtain a copy of the new account application by calling the Funds at (866) 260-9549 or (312) 557-5913 on days the Funds are open for business. You can also obtain a new account application by clicking on one of the links below:

Completed new account applications should be sent to the following address:

Regular Mail
JOHCM Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, Illinois 60680-4766

Overnight Mail
JOHCM Funds
c/o The Northern Trust Company
801 South Canal Street C5S
Chicago, IL 60607
(312) 557-5913

Existing JOHCM Funds shareholder questions

Existing shareholder questions may be addressed by calling the toll free customer service phone line (866) 260-9549.

Wire Transfer Instructions – wire transfers can be made once a new account application has been filed and a JOHCM Funds Shareholder Account # has been issued by Northern Trust.

The Northern Trust Company
Chicago, Illinois
ABA Routing No. 0710-00152
Northern Trust Account #5201682900
Shareholder Account # XXXXX (to be provided by Northern Trust once an account is opened)
Shareholder Name:

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