Outlook for income becoming more positive
Key Takeaways
- Henderson High Income Trust has outperformed the benchmark over the first half of 2021, driven by the cyclicality of the portfolio – particularly within the industrials and financials
- The continued vaccination rollout and reopening of economies globally; should lead to above trend growth and filter through to corporate earnings.
- Outlook for income is becoming more positive, due to strong dividend growth within several sectors, especially the mining (higher commodity prices) and banking (dividend restrictions removed) sectors.
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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.
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