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Henderson European Selected Opps

Ranked 13 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

John Bennett

John Bennett has over 25 years' experience of managing European equities. He joined Henderson as a Director of European Equities in April 2011 as part of the Gartmore acquisition. John manages a number of Continental and Pan European funds. He joined Gartmore in 2010 from GAM where he spent 17 years as a fund manager during which time he managed its flagship long only and equity L/S hedge fund which was launched in June 1998. Prior to GAM, John was a fund manager at Ivory and Sime and has been a Member of the Chartered Institute of Bankers in Scotland since 1987.

Objective

The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from European equity markets, by investing in companies having their registered office in Europe, and companies that do not have their registered office in Europe but either (i) carry out a predominant proportion of their business activity in these markets, or (ii) are holding companies which predominately own companies with registered offices in Europe.

Performance

Europe Excluding UK over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.3% -0.8% -1.0%
2013 26.6% 12.1% 0.6% 4.7% 7.2%
2012 20.5% 8.0% -6.8% 11.0% 7.8%
2011 -10.9% 3.0% 3.5% -20.3% 5.0%
2010 4.5% 1.3% -12.9% 10.5% 7.3%
2009 18.2% -15.5% 7.8% 28.1% 1.3%
2008 -18.7% -8.8% -3.1% -11.8% 4.4%
2007 17.2% 3.6% 6.5% 1.9% 4.3%
2006 20.3% 12.3% -4.5% 5.6% 6.2%
2005 26.1% 2.4% 5.0% 10.8% 5.8%
2004 12.8% -1.5% 3.9% 1.0% 9.1%
2003 24.4% -7.1% 18.2% 2.3% 10.7%
2002 -22.9% 3.0% -8.2% -24.4% 7.9%
2001 -17.3% -12.3% -1.1% -14.4% 11.4%
2000 1.2% 8.5% 2.1% -6.2% -2.6%
1999 41.5% -0.4% 6.6% -3.4% 38.0%
1998 42.2% 26.6% 11.0% -17.1% 22.1%
1997 29.2% 12.1% 9.1% 10.0% -3.9%
1996 16.6% 11.0% 5.1% 0.1% -0.1%
1995 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
ROCHE HOLDING G PAR 8.49
Novartis AG ORD 7.68
Bayer AG ORD 5.21
Novo Nordisk A/S ORD 4.74
Nestle SA ORD 3.76
Fresenius SE & Co KGaA ORD 3.32
RWE AG ORD 3.31
Autoliv Inc DR 2.99
Nordea Bank AB ORD 2.98
UCB SA ORD 2.65
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/08/1984
  • Share Class size1,413Mn
  • Base currencyGBP
  • ISIN GB0032437948

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).