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Henderson European Growth

Ranked 69 out of 110 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Richard Pease

Formerly head of European equities at Jupiter Asset Management, Richard Pease now runs the Henderson European Growth fund with a stock-driven approach and a bias towards undervalued mid-cap companies. He also runs the Henderson European Special Situations fund. Educated at Eton, Pease went on to graduate in General Arts from Durham University.

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 : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -1.1% 2.4% -0.9% -2.6%
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 -7.5% -14.7% 8.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2014

Top 10 Holdings

Stock Size
GBP Cash 4.61
Sampo Oyj ORD 4.24
Givaudan SA ORD 4.07
Symrise AG ORD 4.02
Novartis AG ORD 3.84
Wolters Kluwer NV ORD 3.67
Nordea Bank AB ORD 3.60
Kerry Group PLC ORD 3.47
Atlas Copco AB ORD 3.43
Novo Nordisk A/S ORD 3.31
31/05/2014

Registered For Sale In

  1. Chile
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date20/07/2001
  • Share Class size996Mn
  • Base currencyGBP
  • ISIN GB0030617707

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Pease set to benefit if Henderson fund mergers gain approval

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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.

Pease pours £1 million into European Growth and Gledhill fund

Richard Pease has invested around £500,000 in both his European Growth fund and James Gledhill's New Star High Yield Bond fund.

Evershed agrees to mediator in New Star legal dispute

Patrick Evershed has agreed to the use of a mediator as he seeks a swift resolution to the legal case he has launched against his former employer New Star.

...more...

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