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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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

Investment Companies |
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19.03.24

ShareSoc webinar with Henderson Opportunities Trust – 7 February 2024

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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	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.