Edison recently published a note on Henderson Far East Income, known by its ticker, HFEL.
Asian equities have outperformed the US and global markets this year and HFEL’s manager, Sat Duhra, expects this outperformance to continue, underpinned by structural growth trends such as the drive to enhance shareholder returns by increasing dividend payouts.
Other supportive themes include financial inclusion and investment in technology and infrastructure. HFEL’s manager has been raising exposure to these structural growth opportunities, while still protecting income. And these efforts, combined with better performance from value stocks, have already lifted performance. The trust also looks set to deliver an eighteenth successive year of dividend growth. The manager believes the trust is well positioned to grasp further opportunities to invest in structural growth, at attractive valuations, as they arise, and to reap the performance benefit of such exposure, including rising dividend payments.

During the webinar, James Henderson, portfolio manager of the Henderson Opportunities Trust, discussed the trust’s profile and its latest developments.

Get the lowdown from Edison’s Martyn King on this UK investment trust targeting long-term growth opportunities, and growing dividends, from across the breadth of the UK market. This includes a strong bias towards smaller and earlier-stage companies with significant potential to become tomorrow’s leading British businesses.

See more at: https://www.edisongroup.com/equity/henderson-opportunities-trust/

During the webinar, Sat Duhra, portfolio manager on the Asia ex Japan Equity Team at Janus Henderson Investors, discussed Henderson Far East Income’s profile and its latest developments.