Henderson Opportunities Trust

Overview
Price performance
Financials
Research
Thematics

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.

Latest Insights

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Update

03.10.24

Henderson Opportunities Trust — Taking AIM at the opportunity

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edison tv

12.07.24

ShareSoc webinar – Henderson Opportunities Trust

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audiovisual

12.06.24

Henderson Opportunities Trust in 60 seconds

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Review

15.05.24

Henderson Opportunities Trust — A differentiated exposure to smaller companies

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Sector

Investment Companies

Equity Analyst

Martyn King

Director, Financials

Key Management

James Henderson

Fund manager
Laura Foll

Fund manager

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	2.4	(0.2)	15.7
Relative	6.0	2.3	7.0
52 week high/low	236.0p/188.8p

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. HOT’s managers, James Henderson and Laura Foll, from Janus Henderson Investors, note that these smaller companies are under-owned, under-researched and lowly valued, and that their extended period of underperformance relative to larger peers should be seen as a pent-up opportunity. With interest rates on a downward path and the UK economy performing better than had been expected, mid- and small-cap company relative performance has begun to improve, and that of HOT as well.