|Fund manager group |
|Henderson Global Investors |
|Fund manager company |
|Henderson Management SA |
|Fund type |
|Offshore Fund |
|Fund objective |
|The Fund aims to achieve a positive absolute return over the long term regardless of market conditions, though a positive absolute return is not guaranteed over any time period.
The Fund will typically invest at least 60% of its total assets, by taking long and short positions, in equities or equity related derivative contracts of:
- companies having their registered office in the United Kingdom; and
- companies that do not have their registered office in the United Kingdom but either (i) carry out a predominant proportion of their business activity in these markets, or (ii) are holding companies which predominantly own companies with registered offices in the United Kingdom, or (iii) are listed on the London Stock Exchange.
In addition, in seeking to implement the Fund's investment strategy, manage market exposure and ensure that the Fund remains sufficiently liquid to cover obligations arising from its derivative positions, a substantial proportion of the Fund’s assets may at any time consist of cash, near cash, deposits and/or Money Market Instruments. The Fund will invest in companies of any market capitalisation.
Long positions may be held through a combination of direct investment and/or derivative instruments, and short positions will be held through derivative positions, including but not limited to swaps and futures. The use of derivatives forms an important part of the investment strategy.
The Fund may also invest at the Investment Manager’s discretion in other Transferable Securities, derivative instruments and collective investment schemes. |
|Investment style |
|Investment method |
|Fund managers |
|Luke Newman||01/03/2010||Luke Newman joined Henderson as a fund manager in 2011 as part of the Gartmore acquisition. Prior to that, Luke worked at Gartmore from June 2009 as co-manager with Ben Wallace on a number of funds. Previously, Luke was a UK Fund Manager at Deutsche Asset Management running high performance retail and institutional mandates before moving to Foreign & Colonial in 2005. Luke graduated from the University of Warwick with a BSc (Hons) in Economics & Politics. |
|Ben Wallace||01/03/2010||Ben Wallace joined Henderson as a fund manager in 2011 as part of the Gartmore acquisition. Prior to that, Ben worked with Luke Newman as a Senior Investment Manager at Gartmore. Before joining Gartmore in 2002, Ben worked at Deutsche Asset Management, where he managed UK equity funds from 1997-2002. Ben graduated from the University of Edinburgh with a BCom (Hons). He is also a member of the UK Society of Investment Professionals. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, Reporting Fund Status, UCITS IV Compliant, UCITS V Compliant |
|No data available. |
|Fund for sale in |
|Austria, Belgium, Switzerland, Germany, Spain, France, United Kingdom, Guernsey, Isle of Man, Ireland, Italy, Jersey, Luxembourg, Netherlands, Offshore, Portugal, Singapore, Sweden |