Henderson Opportunities Trust (LSE: HOT)

Last close As at 02/07/2024

GBP10.10

10.00 (1.00%)

Market capitalisation

GBP80m

Henderson Opportunities Trust aims to achieve capital growth in excess of the broad UK stock market from a portfolio of UK investments. Stock selection is not constrained by the benchmark and there are no limits in terms of sector or market capitalisation. Therefore, the portfolio will differ materially from the index.

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Equity Analyst

Martyn King

Martyn King

Director, Financials

Key Management

  • James Henderson

    Fund manager

  • Laura Foll

    Fund manager

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 0.0 4.8 (10.2)
Relative (1.1) 1.9 (7.7)
52 week high/low 1140.0p/857.0p

Overview

With a focus on long-term growth, Henderson Opportunities Trust (HOT) seeks investment opportunities across the breadth of the UK market. This includes a strong bias towards smaller and earlier-stage companies with significant potential to become tomorrow’s leading British businesses. There are tentative signs that the significant three-year underperformance of these smaller companies, and of HOT, may be coming to an end. If so, the trust is well placed to benefit and its differentiated, truly all-market approach is one that many investors would struggle to replicate. Moreover, HOT’s size and permanent capital base means that it can act nimbly in less liquid parts of the market and take a patient approach.

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