Born in 1974 in Birmingham, Stuart O'Gorman obtained a Masters degree in Financial Economics from Dundee University and a Diploma in Investment Analysis from the University of Stirling. Stuart started his financial career with Aegon in 1996 as a specialist technology fund manager and moved to Henderson in 2000 where he is currently Director of Technology Investment. Stuart manages the Henderson Horizon Global Technology fund and the Global Technology fund. He uses a growth with reasonable price (GARP) approach coupled with extensive botton-up analysis. Stuart is an associate member of ASIP. He lists cricket and golf as his interests outside of fund management.
Alison Porter joined Henderson in 2014 as a portfolio manager in the Global Technology team. Alison started her career at Ignis Asset Management (then Britannia Life) as an investment analyst before becoming an investment manager responsible for stock selection across a number of different sectors in US equities including healthcare and technology. Alison’s role expanded to Co-Manager/Manager of the Global Technology Fund, later becoming Head of US Equities in 2003. Alison has a Masters in Investment Analysis from the University of Stirling and a BA (Hons) in Economics and Industrial Relations from the University of Strathclyde. She also holds the Investment Management Certificate (IMC), has passed the IMMR examinations and is a CFA member.
Ian Warmerdam was born in Scotland in 1973. He holds a Bachelor in Technology and Business Studies from Strathclyde University and an MSc in investment analysis from the University of Stirling. He joined Henderson Global Investors in 2001 as a fund manager and in 2007 he became director of technology investments. Prior to this he was an investment manager at Scottish Widows and between 1996 and 2000 he was an investment analyst at Scottish Life. In his spare time enjoys playing chess, soccer and the cinema.
The investment objective of the fund is to seek long-term capital appreciation by investing in a globally diversified portfolio of technology-related companies. The Fund aims to take advantage of market trends internationally. The Fund takes a geographically diversified approach and operates within broad asset allocation ranges.There are no specified limits on the amounts that the Fund can or must invest in any geographical region or single country. The Fund is denominated in US$.
Rank 6/16 Total Return
Rank 4/16 Standard Deviation
Rank 4/16 Max Drawdown
|4||JPM US Technology A Dis GBP||
|5||Henderson Global Technology A Net Acc||
|6||Henderson HF Global Technology A2 GBP||
|7||Polar Capital Global Technology GBP||
|8||BGF World Technology A2 GBP||
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|2||Henderson Global Technology A Net Acc||
|3||Fidelity Funds - Global Technology A-GBP||
|4||Henderson HF Global Technology A2 GBP||
|5||MFM Techinvest Technology Acc||
|6||Herald Worldwide A||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- Isle of Man
- United Kingdom
- Launch date03/01/2006
- Base currencyGBP
- Min. initial investment2,500
- Min. additional investment0
- Annual management1.2%