Why invest
Invest in high quality and improving quality companies within Europe
Henderson EuroTrust aims to achieve a superior total return from a portfolio of European (excluding the UK) investments where the quality of the business is deemed to be high or significantly improving.
Core to the trust’s approach is a repeatable process that produces a `score’ for each investment. This is based on the business’ underlying quality, its valuation, and the timeliness of an investment. This score produces investments that fall into two buckets: compounders and improvers.
With a focus on companies with high or improving quality metrics, Henderson EuroTrust is committed to delivering an original, innovative, clear-talking approach to the European market, overseen by its manager and board of directors. And with comparatively low volatility relative to peers, this consistent approach aims to achieve consistent results.
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 Henderson EuroTrust?
Consistency is key
Henderson EuroTrust has a multi-decade history of focusing on quality companies within Europe. This consistent approach has resulted in a portfolio that has outperformed the market over the long term*, with comparatively low volatility versus its peers.
A repeatable process
Core to the trust’s investment process is an analytical framework that produces a ‘score’ for each investment. This means looking at whether revenues are repeatable or growing, whether the market is pricing them accurately and whether they could prompt a rise in price in the mid-to-long term. This methodical approach is designed to reduce bias towards or against holdings when making investment decisions.
Quality over quantity
The trust’s investments can be split into two categories: compounders and improvers. The unifying feature of each group is their underlying quality, which refers to the strength of their balance sheets. The first group represents resilient businesses that have a competitive edge in their industries. The second group refers to businesses that are undergoing significant change.
Manager's perspective
Jamie Ross, Fund Manager for Henderson EuroTrust, takes a distinctive approach to investing in Europe with an emphasis on growth, quality and consistency. The trust uses a methodology called the ranking framework to find Europe’s best businesses, defined by those as leaders in their category, ideally on a global basis.
“We invest for the long term in the highest-quality businesses we can find alongside those companies that we believe have the potential to significantly improve.”
– Jamie Ross, Fund Manager
Ready to invest?
Head to our How to Invest page now to find out how to add Henderson EuroTrust to your ISA, SIPP, or whichever investment account or wrapper you use to invest.
