Henderson Opportunities Trust (LSE: HOT)

Currency in GBP

Last close As at 22/09/2023

GBP9.46

−9.00 (−0.94%)

Market capitalisation

GBP75m

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’.

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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 (0.3) 0.1 (9.7)
Relative (5.5) (1.2) (14.0)
52 week high/low 1242.5p/908.0p

Overview

Henderson Opportunities Trust (HOT) seeks to identify the best investment opportunities across the breadth of the UK market. It has a strong bias towards smaller and early-stage companies with significant potential to grow into tomorrow’s leading British businesses, and a value-driven style that invests in out-of-favour or under-researched companies. In the past two years, UK market performance has been driven by the largest companies, with a broad sell-off in smaller companies, especially those listed on AIM. Many smaller companies, with strong earnings growth potential, are now trading at very low valuations and the managers see exciting opportunities for a recovery.

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