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
0.79 %
Risk Rating
5
3 Year Sharpe
0.58
3 Year Alpha
3.01
Yield
1.8 %
Benchmark
FTSE AllSh TR GBP
Fund Size
£ 77.89 million
NAV
1,134
Gearing
110
Discount Premium
-15
The company aims to achieve capital growth in excess of the FTSE All-Share Index from a portfolio of UK investments. The company will invest in a portfolio of 70 to 100 investments 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

Laura Foll
Joined 10/31/2018

Laura Foll is a Fund Manager on the Global Equity Income Team at Janus Henderson Investors, a position she has held since 2014. Laura joined Henderson in 2009 as part of the graduate scheme. She was subsequently named a global analyst and later an assistant fund manager for the Global Equity Income Team. Laura graduated with a BSc degree (Hons) in economics and economic history from the London School of Economics. She holds the Chartered Financial Analyst designation.

James Henderson
Joined 01/24/2007

James Henderson is Director of UK Investment Trusts and a Portfolio Manager at Janus Henderson Investors, a position he has held since 2003. He joined Henderson in 1983 as a trainee fund manager and has successfully managed a number of investment trusts since 1990. Prior to this, 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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