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

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James Henderson

James Henderson

About James Henderson

Born in 1961 in the United Kingdom, James Henderson studied at Cambridge University (1979 – 1982) and obtained an MA (Hons) in Economics. He began his career in 1983 at Henderson Global Investors as a trainee fund manager and went on to become a unit trust, investment trust and assistant investment manager in 1985. James became manager of the Lowland Investment Co. Plc in 1990 and associate director of UK investment trusts in 1999. In 2003 he was manager of the Law Debenture Corporation Plc. James is currently Portfolio manager of the Henderson Equity Income Fund (2005) and Henderson Opportunities Trust Fund (2007). He applies a value and contrarian approach for his funds. He enjoys shooting, tennis, rugby, soccer and boxing when he is not working.

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Citywire Rating: AA rated

2007

  • JRated A in Jul 2007
  • ARated AA in Aug 2007
  • SRated AA in Sep 2007
  • ORated A in Oct 2007
  • NRated AA in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated A in Jan 2008
  • FRated A in Feb 2008
  • MRated A in Mar 2008
  • ARated A in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AAA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AAA in Dec 2012

2013

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

2014

  • JRated AA in Jan 2014
  • FRated AAA 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
  • SRated AA in Sep 2014

Performance

Equity - UK Equity Income
over : 31/08/2013 - 31/08/2014
Manager Return
12 Gervais Williams 15.1%
13 Thomas Moore 14.9%
14 James Henderson 14.2%
15 David Taylor 14.2%
15 David Horner 14.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 3.1% 2.9% -1.0% 1.3%
2013 35.7% 12.0% 1.2% 10.6% 8.3%
2012 24.9% 12.1% -3.7% 9.3% 5.8%
2011 -4.5% 1.8% 5.1% -15.5% 5.6%
2010 29.2% 7.1% -5.1% 12.9% 12.7%
2009 6.4% 5.1% 1.3%

Related News

Investment trusts: Henderson remains bullish over competitive UK companies

Lowland Investment Company manager James Henderson believes the bull market in UK equities has further to run but doubts the trust’s performance last year will be repeated.

Investment trusts: Gergel keeps Merchants’ yield buoyant despite debt millstone

Merchants Trust has an enviable track record of increasing its dividend, and has maintained this despite carrying expensive debt.

Investment trusts: Henderson finds investing early for recovery pays off

James Henderson has boosted Law Debenture investment trust’s share price and NAV over the past decade by being unafraid to make recovery plays early.

Daniel Lockyer: my pick of cheap growth investment trusts

While investors have poured into income investment trusts Daniel Lockyer has picked up shares in undervalued growth funds.

Henderson launches low cost multi-asset range for McQuaker

Henderson aims to cater for cost-sensitive advisers with the launch of a risk-targeted low cost multi-asset income fund range, managed by Bill McQuaker.

FTSE edges down; ECB bond hopes evaporate

MARKET BLOG: Britain’s FTSE 100 reverses as extent of Greek debt emerges and ECB crushes hopes of eurozone bond caps.

Rensburg's Chris Hills joins Henderson Opportunities board

The chief investment officer of Rensburg Sheppards is offering his expertise on James Henderson's trust.

Which equity income trusts offer the best value?

Do you buy a manager whose cyclical portoflio looks expensive after the rally, or the likes of Neil Woodford's trust which contains a relatively cheap portfolio of defensive stocks.

Investment trusts planning early divis to avoid tax hike

Investment trusts are likely to be among those companies bringing forward dividend payments to avoid the new 50% tax band.

Investments trusts gear up on green shoots

Many leading trust managers are upping their gearing to bolster returns from the rising markets.  

...more...

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.