Why invest
Opportunities for growth across the breadth of the UK market
This diversified portfolio provides access to innovative British businesses of all sizes. It has a flexible, nimble approach that is unconstrained by size or sector, allowing it to seek out the best opportunities for capital growth. Income growth is a secondary objective to capital growth. However, the Company does seek dividend growth over time.
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 the Henderson Opportunities Trust?
A balanced approach to investing in tomorrow’s leading businesses
The portfolio invests in a blend of businesses that have the potential to be ‘tomorrow’s leaders’, alongside larger, more mature ‘stabilisers’ for portfolio balance. ‘Tomorrow’s leaders’ are businesses that have the potential to be substantially larger in time. They can exist at any stage of the company lifecycle – it could be an early-stage company with nascent technology or a well-known business taking bold steps to reinvent themselves. ‘Stabilisers’ are larger, more mature businesses. They have the potential to grow over time, but they also bring balance and diversification to the portfolio.
Using size and structure to its advantage
The trust’s permanent capital structure is an important factor in its ability to prioritize long-term growth, giving investors access to innovation in a way that would often not be possible with alternative structures. The trust is small and flexible, being relatively unconstrained by size or sector, while being overseen and held accountable by an independent and experienced Board of Directors.
Deliberately diverse
The approach is to embrace genuine diversity in management styles and activities in the underlying holdings. This makes the portfolio a blend of stocks that have different attributes. In the Fund Managers’ view, diversity over time leads to protection of capital and income.
Manager's perspective
Laura Foll and James Henderson, Fund Managers for Henderson Opportunities Trust, describe the trust’s approach as deliberately flexible, with no rigid size or sector constraints and an emphasis on finding the best capital growth opportunities in the UK.
“The small size of the trust is an advantage – it can be active, even in the smaller company area where liquidity can be a challenge.”
– Laura Foll, Fund Manager
