Henderson Opportunities Trust

Name
Henderson Opportunities Trust
Manager
Janus Henderson Investors Ltd
Type
Closed Ended Investment Company
ISIN
GB0008536574
Sector
UK All Companies
Launched
24/01/2007
OCF
0.86 %
Risk Rating
5
3 Year Sharpe
0.37
3 Year Alpha
0.65
Yield
1.8 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 76.01 million
NAV
1,107
Gearing
103
Discount Premium
-15
To provide Shareholders with higher than average growth of capital over the medium to long term of predominantly UK companies. The Company will invest in a concentrated portfolio of shares on an unconstrained basis across the whole range of market capitalisations. The investment portfolio will be focusing on growth, recovery and special opportunities company shares which the portfolio manager believes should achieve a higher than average rate of capital growth over the medium to long term.
Holding %
Blue Prism Group PLC 4.98 %
Keywords Studios PLC 3.73 %
RWS Holdings PLC 3.53 %
LoopUp Group PLC 3.51 %
Johnson Matthey PLC 2.33 %
HSBC Holdings PLC 2.32 %
Learning Technologies Group PLC 2.24 %
Ricardo PLC 2.16 %
Serica Energy PLC 2.13 %
Tracsis PLC 2.13 %
Region %
United Kingdom 96.77 %
Sector %
Technology 27.20 %
Industrials 18.96 %
Consumer Cyclical 18.50 %
Financial Services 9.06 %
Energy 9.06 %
Basic materials 6.02 %
Name
Janus Henderson Investors Ltd
Address
EC2M 3AE, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

James Henderson
Joined 01/24/2007

James Henderson is Director of UK Investment Trusts and a Fund Manager at Janus Henderson Investors, a position he has held as part of the Henderson team since 2003. He joined Henderson in 1983 as a trainee fund manager and, during his tenure with the firm, has been successfully managing a number of investment trusts since 1990. Prior to joining Henderson he was an accountant trainee at Binder Hamlyn. James graduated with an MA (Hons) in economics from Cambridge University.

Data provided by Morningstar.

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