Henderson Opportunities Trust aims to achieve capital growth in excess of the broad UK stock market from a portfolio of UK investments. Stock selection is not constrained by the benchmark and there are no limits in terms of sector or market capitalisation. Therefore, the portfolio will differ materially from the index.
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James Henderson
Fund manager
Laura Foll
Fund manager
% | 1M | 3M | 12M |
---|---|---|---|
Actual | 0.0 | 4.8 | (10.2) |
Relative | (1.1) | 1.9 | (7.7) |
52 week high/low | 1140.0p/857.0p |
Underpinned by attractively low valuations, the investment managers for Henderson Opportunities Trust (HOT) believe that smaller companies will rally strongly on a turn in market sentiment. Although the timing and catalyst for this is no easier to pinpoint than when we wrote our detailed note in July, in their view, the most likely trigger will be a return to confidence in the UK economy. In this respect, growing indications that the interest rate cycle has peaked, and a more robust domestic economy than implied by smaller company valuations, are positive indicators.
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