Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Henderson European Growth

Ranked 9 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Simon Rowe

Simon Rowe was born in London in 1963 and attended Trinity College, Cambridge. After obtaining his degree in history, he began his career in journalism as a staff writer for investor chronicle and then as economics editor for Radio Free Europe. In 1990, Simon joined Kleinwort Benson as a German analyst before proceeding in a similar role at Smith New Court. He subsequently spent a nine year period working simultaneously as a freelance consultant and musician. Prior to joining Henderson in 2009, Simon spent eight years as an analyst and fund manager at New Star. At Henderson, he adopts a defensive growth strategy, looking for companies with an undervalued cash flow. Rob incorporates a top-down view into his portfolio and his strategy performs best when markets are not in a period of cyclical growth.

Objective

To achieve long-term capital growth. The fund will invest principally in the securities of European companies.

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 2.4% -0.9% -2.8%
2013 24.7% 14.8% 0.4% 3.0% 5.1%
2012 16.3% 8.1% -6.3% 7.6% 6.7%
2011 -13.0% 2.0% 0.3% -18.6% 4.4%
2010 18.5% 8.0% -11.1% 11.2% 11.0%
2009 26.8% -9.2% 11.3% 22.5% 2.4%
2008 -23.0% -3.5% -3.2% -13.9% -4.2%
2007 4.8% 5.1% 4.2% -4.4% 0.1%
2006 27.4% 15.3% -3.0% 5.0% 8.5%
2005 22.6% 3.7% 2.3% 9.1% 6.0%
2004 23.7% -1.4% 6.8% 4.9% 11.9%
2003 32.9% -5.1% 18.4% 7.4% 10.2%
2002 -16.5% 3.9% -4.5% -22.6% 8.8%
2001 8.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
GBP Cash 4.61
Sampo Oyj ORD 4.45
Novartis AG ORD 4.40
Givaudan SA ORD 4.33
Novo Nordisk A/S ORD 4.08
Symrise AG ORD 3.93
Nordea Bank AB ORD 3.74
Atlas Copco AB ORD 3.66
Wolters Kluwer NV ORD 3.57
Kerry Group PLC ORD 3.54
30/09/2014

Registered For Sale In

  1. Chile
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date20/07/2001
  • Share Class size967Mn
  • Base currencyGBP
  • ISIN GB0030617707

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Pease's European Growth fund could see £500m outflow, analysts warn

Bank of America Merrill Lynch has warned that up to £500 million could flow out of the Henderson European Growth fund post the exit of Richard Pease.

Richard Pease leaves Henderson to join Crux AM

Renowned European manager Richard Pease is to leave Henderson to join a new fund management company.

Pease set to benefit if Henderson fund mergers gain approval

Henderson Global Investors seeking to further consolidate its fund range with plans to merge away three funds - a move that could see Richard Pease run a further £65 million in assets.

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.

What does Richard Pease make of Europe debt mess?

Henderson's Pease has recently celebrated the 10-year anniversary on his Growth fund. We invited the European A-rated star into our studio to discuss the Greek bailout and how he is drawing on his experience to smoke out opportunities.   

Henderson to merge Casson's European Opps into Pease fund

Henderson Global Investors is proposing to merge away European, UK and multi-manager funds in its latest round of fund rationalisations.

Gartmore & Henderson tie up: three key overlaps

Citywire looks at some of the key overlaps that Henderson's management will have to address if it acquires Gartmore.

The Week in Investment: Pease on why there is still value to be found in Europe

Richard Pease, one of the most well known managers in European equities, explains why emerging market valuations look expensive in relation to Europe.

Richard Pease: A special time for special situations

Richard Pease's Special Situations fund launches into a market full of opportunities, despite the sharp rally in stock markets.

Henderson plans European Special Situations fund for Pease

Henderson Global Investors is planning to launch a European Special Situations fund for Richard Pease.

...more...

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