Henderson Opportunities Trust (LSE: HOT)

Last close As at 02/03/2024

GBP9.89

1.50 (0.15%)

Market capitalisation

GBP78m

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.

Latest Insights

View More

Investment Companies | Update

Henderson Opportunities Trust — Patience is bitter but the fruit is sweet

Investment Companies | Update

Henderson Opportunities Trust — Staying the contrarian course

Investment Companies | Review

Henderson Opportunities Trust — Riding the next wave with stabilisers

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 (0.8) 4.0 (12.7)
Relative (0.5) 1.3 (9.7)
52 week high/low 1140.0p/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.

Thematics

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European equities

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