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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Ben Lofthouse

Ben Lofthouse

About Ben Lofthouse

Ben Lofthouse is currently a fund manager at Henderson Global Investors having joined the company in 2004. He runs the Henderson Global Equity Income and Henderson International Income Trust funds, both with a value and income investment style, and Ben describes the best environment for his strategies as moderate economic growth. Prior to joining Henderson, he worked for six years at PWC after finishing his studies in business economics at Exeter University. Away from fund management he is keen on golf, tennis and skiing.

Are you Ben Lofthouse?

Equities Investment Style

  • Defensive Growth
  • Value

Education

  • Exeter University
  • Economics
  • 2.1 BA Hons Business Economics Chartered Accountant ACA CFA Charterholder

Interests

  • Golf
  • Skiing
  • Tennis

Citywire Rating: A rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated AA in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated A in Aug 2014

Performance

Equity - Global Equity Income
over : 31/07/2013 - 31/07/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 0.8% 1.3% -0.9%
2013 25.7% 14.5% 1.4% 2.4% 5.7%
2012 13.1% 5.6% -1.5% 6.5% 2.1%
2011 -0.9% 1.5% 2.3% -11.0% 7.3%
2010 13.2% -3.4% 9.8% 6.7%

Related News

Investment trusts: Lofthouse backs China in bid to boost growth

Ben Lofthouse’s non-UK trust has recently made a bold move into China.

Henderson global duo spot seeds of revival in Europe

Ben Lofthouse and Andrew Jones have refocused the Henderson Global Equity Income fund’s mandate to harvest predicted green shoots of recovery in Europe.

Henderson financial team exits; Peak gives up UK Alpha

Henderson fund manager Stephen Peak is to relinquish control of the UK Alpha fund to concentrate on his new role as head of global equities at the firm.

Henderson to merge 12 funds in final Gartmore integration

Citywire can reveal that Henderson is planning to merge away 12 funds, a move which the group says represents its final integration stage following its buy of Gartmore.

Henderson's Lofthouse: don't ignore overseas yields

Equities can be an important source of income while interest rates are low. Investors should consider international as well as UK equities to diversify their assets, says Henderson's Ben Lofthouse.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.