Henderson Opportunities Trust (LSE: HOT)

Currency in GBP

Last close As at 06/12/2023

GBP9.58

0.00 (0.00%)

Market capitalisation

GBP76m

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 by sector or market. HOT is an opportunistic UK multi-cap fund that seeks to identify ‘tomorrow’s leaders’ while aiming to smooth volatility with the inclusion of some more mature and non-correlating ‘stabilisers’.

Latest Insights

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Equity Analyst

Martyn King

Martyn King

Director, Financials

Key Management

  • James Henderson

    Fund manager

  • Laura Foll

    Fund manager

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 8.0 1.0 (12.1)
Relative 6.7 0.4 (10.7)
52 week high/low 1242.5p/857.0p

Overview

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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