Questioning the Manager – Henderson Opportunities Trust and Lowland Company

 

James Henderson discusses the stock market reaction since the general election, the appeal of stocks in AIM (alternative investment market), and the benefits of a multi-cap approach in the Henderson Opportunities Trust portfolio

 

 

 

 

To provide shareholders with higher than average growth of capital over the medium to long term from a portfolio of predominantly UK companies.

 

Overview
  • Widely diversified across the UK market.
  • Unconstrained by asset allocation restrictions.
  • Targets UK growth companies and special opportunities.
  • The managers regularly meet the management of the companies in which they are invested, to ensure that a strong relationship is built with the portfolio’s investment, this typically includes between 400 and 500 face to face meetings each year.

 

 

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.





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