|Fund manager group |
|Henderson Global Investors |
|Fund manager company |
|Henderson Management SA |
|Fund type |
|Offshore Fund |
|Fund objective |
|The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from European smaller companies equity markets, by investing at any given time at least two-thirds of its net assets in:
- smaller companies having their registered office in Europe (including the United Kingdom),
- smaller companies that do not have their registered office in Europe but either (i) carry out a predominant proportion of their business activity in Europe (including the United Kingdom), or (ii) are holding companies which predominantly own companies with registered offices in Europe (including the United Kingdom).
The return will be a combination of capital and income returns.
In this context the term “European smaller companies” means companies whose market capitalisation, at the time of purchase by the Investment Manager, does not exceed Euro 3.5 billion. This capitalisation figure may be adjusted from time to time, depending on market conditions. |
- Euromoney Europe Smaller Companies Index
|Investment style |
|Investment method |
|Fund managers |
|Rory Stokes||01/08/2015||Rory Stokes joined Henderson in 2013 as an Analyst. His career began at HOLT Value Associates as a Research Analyst. Rory then went on to work in several roles at Credit Suisse, before joining Liberum Capital to work in Small and Mid-Cap Equity Sales.
Rory graduated from Oxford University with a 2:1 in Philosophy, Politics and Economics. He is a CFA charterholder and is also FCA registered. |
|Ollie Beckett||25/04/2011||Ollie Beckett is Fund Manager within Henderson’s European Equities team. Ollie first joined Henderson after the merger of AMP Asset Management in 1998 as an Assistant Portfolio Manager for European Equities before becoming Fund Manager in 1999. In 2000, he became Fund Manager for Global Technology Equities before joining Anglo-Suisse Capital for one year. Ollie returned to Henderson in his current role in 2005. Ollie holds a BA (Hons) degree in Economics and Government from the University of Manchester and is a member of the Institute of Investment Managers and Research. |
|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, Denmark, Spain, Finland, France, United Kingdom, Gulf Cooperation Council, Isle of Man, Ireland, Italy, Jersey, Luxembourg, Netherlands, Norway, Offshore, Peru, Portugal, Singapore, Sweden |