Aims to provide a dividend income with prospects for both income and capital growth
The Fund aims to provide a dividend income with prospects for both income and capital growth. The Fund invests primarily in shares of UK companies in any industry. The Fund may also invest in bonds of any quality from any issuer, money market instruments and bank deposits. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.
Ratings for this fund include:
| Asset class | Equities |
| Product Structure | OEIC |
| Inception Date | Oct 1, 1974 |
| Base Currency | GBP |
|
Fund Assets As of 30/06/24 |
$172.97M |
| Index | FTSE All Share Index |
| Index Usage | Target |
| Peer Group Benchmark | IA UK Equity Income |
| Peer Group Benchmark Usage | Comparator |
| Year End | 30-Jun |
| Pricing Basis | Single Priced |
Our intellectual capital is readily available and central to our Knowledge Shared approach"
James Henderson, Fund Manager of Henderson Opportunities Trust presents an overview of the trust and its objectives, looks at recent performance and portfolio positioning, and gives some examples of stocks he believes could be the market leaders of tomorrow.
Watch James Henderson, Portfolio Manager of Lowland Investment Company, as he speaks at the recent AJ Bell Investor Evening event.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
