Key information
HOT
Henderson Opportunities Trust plc
Key information
Review important trust details, such as investment objective, history, performance, and dividend payments.
Investment Objective: The Company aims to achieve capital growth in excess of the FTSE All-Share Index from a portfolio of primarily UK investments.
Company details
| Total Assets (as at 29/02/2024) | 99.16M |
|---|---|
| Ticker | HOT |
| ISIN | GB00BSHRGN41 |
| SEDOL | BSHRGN4 |
| Benchmark | FTSE All-Share Index |
| Ongoing Charge Figure | 1.02% |
| Objective | Capital Growth |
| Asset class | Equities |
| Sector | AIC UK All Companies |
| Regional Focus | UK |
FAQs
Answers to the Henderson Opportunities Trust frequently-asked-questions (FAQs) can inform investment decisions, with key data about sectors, fees, fund managers, independent ratings, and more.
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The Company aims to achieve capital growth in excess of the FTSE All-Share Index from a portfolio of primarily UK investments.
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The incorporation date was 21st August 1985.
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The fund managers are James Henderson and Laura Foll. James joined the asset management industry in 1982 and has been with Janus Henderson since 1984. James has managed the company since 2007. Laura joined the asset management industry with Janus Henderson in 2009. Laura has co-managed the company with James since 2018.
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The company’s investment benchmark is the FTSE All-Share Index.
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The Association of Investment Companies (AIC) classifies companies into sectors as a way of grouping companies with common characteristics. The classifications are based on a combination of the company’s regional or industry focus, and its investment objective. Henderson Opportunities Trust plc is classified within the ‘UK All Companies’ sector.