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Henderson Opportunities Trust: Half-Year Results
Fund Manager, Laura Foll, discusses the half-year results for Henderson Opportunities Trust (HOT), including the trust’s performance over the period, changes to the portfolio and provides her outlook for UK smaller companies.
20 Jun 2024
6 minute watch
6 minute watch
| Discrete year performance (%) | Share price (total return) | NAV (total return) |
| 31/3/2023 to 31/3/2024 | 4.5 | 1.6 |
| 31/3/2022 to 31/3/2023 | -16.7 | -17.8 |
| 31/3/2021 to 31/3/2022 | -5.1 | 1.8 |
| 31/3/2020 to 31/3/2021 | 121.9 | 91.6 |
| 31/3/2019 to 31/3/2020 | -32.2 | -28.0 |
Source: Morningstar as at 31/05/2024. All performance, cumulative growth and annual growth data is sourced from Morningstar. Past performance does not predict future returns.
Glossary
Net Asset Value (NAV) -The total value of a fund’s (or company’s) assets less its liabilities.
Share price – The price to purchase (or sell) one share in a company, not including fees or taxes. For investment trusts: The closing mid-market share price at month end.
Disclaimer
References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. This is a marketing communication. Please refer to the AIFMD Disclosure document and Annual Report of the AIF before making any final investment decisions. Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
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