Why invest
Accessing another world of growth in Europe
Henderson European Trust invests in global leaders listed in Europe, with the goal of offering investors exposure to the unique opportunities available in the region.
The trust’s managers, Tom O’Hara and Jamie Ross, curate a focused portfolio by pooling their best ideas. They seek to invest in companies that are sensibly managed, with strong business models and rational finances – at the right price, for the long term.
The trust aims to offer shareholders investment return from both share price growth and dividends.
Marketing Communication. Past performance does not predict future returns. The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested. Past performance can be viewed here.
Why choose Henderson European Trust?
Another world of growth
There are established, growing businesses that are unique to Europe. These businesses are enablers of global social shifts, such as the transition to AI and the treatment of obesity.
The managers seek to take advantage of these shifts, when they believe they are enduring and supportive for investors.
Dynamic and differentiated
The trust’s managers focus on identifying the best investment opportunities in Europe – regardless of market trends. They emphasise investing for the long term, with a flexible mindset that rules few things out.
They combine multiple decades of experience between them with the resources of the broader Janus Henderson Investors European investment team – a team that conducts over 1300 company meetings each year. The outcome is a curated portfolio of 35-45 stocks across a broad range of sectors.
Global champions based in Europe
Henderson European Trust seeks out pioneering businesses that are global leaders in their fields – that happen to be listed in Europe. Innovative businesses with the potential for significant growth are available in Europe, in a diverse set of sectors.
The managers look for companies with the scale, competitive advantages and healthy financials to fuel growth versus their global peers, and which are generally overlooked by investors.
Managers' perspective
The Fund Managers collaborate to select their best ideas.
“We are lucky to be able to invest in some fantastic businesses across Europe and to invest alongside talented management teams. We are always on the lookout for ways to achieve this without overpaying.”
Jamie Ross, Fund Manager
“European equities have performed strongly in recent years despite low economic growth within Europe. That, in part, is testament to the global opportunities that European businesses pursue. Many would argue that we are not solely defined by our place of birth. The same applies to European companies. It’s why we talk about investing in Europe’s ‘Global Champions’.”
Tom O’Hara, Fund Manager
Ready to invest?
Head to our How to Invest page now to find out how to add The Henderson European Trust to your ISA, SIPP, or whichever investment account or wrapper you use to invest.
