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Henderson HF Global Technology A2 USD

Ranked 10 out of 25 in - Technology over 12 months
All calculations are in GBP unless stated

Managed by

Stuart O'Gorman

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

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.

Objective

The investment objective of the Global Technology Fund is to seek longterm capital appreciation by investing in a globally diversified portfolio of technologyrelated 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.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -0.1% 5.2% 17.0%
2015 10.1% 4.8% -5.4% -2.7% 13.9%
2014 17.5% -0.2% 1.7% 6.7% 8.5%
2013 23.2% 11.7% 0.4% 2.1% 7.8%
2012 8.4% 16.6% -8.4% 5.3% -3.6%
2011 -3.0% 2.6% -2.5% -8.7% 6.2%
2010 16.8% 9.2% -9.2% 8.3% 8.9%
2009 42.7% 2.6% 5.9% 16.8% 12.4%
2008 -20.0% -16.3% 0.6% -5.5% 0.6%
2007 20.5% -0.6% 11.6% 7.1% 1.4%
2006 -2.3% 6.2% -13.5% 3.7% 2.6%
2005 18.7% -4.0% 7.1% 6.0% 8.9%
2004 -0.1% 1.0% 0.5% -10.0% 9.5%
2003 34.5% 3.2% 17.2% 12.2% -0.9%
2002 -51.5% -11.4% -29.2% -30.0% 10.5%
2001 -52.4% -43.9% 7.6% -46.7% 47.8%
2000 -2.7% 35.6% -1.8% 7.2% -31.9%
1999 200.9% 17.2% 13.5% 16.1% 94.8%
1998 32.9% 18.6% 2.7% -15.8% 29.6%
1997 45.2% 1.8% 17.0% 32.5% -7.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2016

Top 10 Holdings

Stock Size
Apple Inc ORD 8.16
Facebook Inc ORD 6.85
Microsoft Corp ORD 5.64
Alphabet Inc ORD 5.25
Samsung Electronics Co Ltd ORD 4.62
Alphabet Inc ORD 4.14
Visa Inc ORD 4.08
Cisco Systems Inc ORD 3.81
Tencent Holdings Ltd ORD 3.80
Alibaba Group Holding Ltd DR 3.37
30/09/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Isle of Man
  12. Italy
  13. Luxembourg
  14. Macau
  15. Malta
  16. Netherlands
  17. Norway
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date15/10/1996
  • Share Class size1,218Mn
  • Base currencyUSD
  • ISIN LU0070992663

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Related News

Equity veteran returns to Henderson

Citywire + rated manager ends year-long sabbatical early and resumes post on two global growth strategies

'Unhappy' O’Gorman apologises for Henderson Tech performance

Tech veteran ‘not very happy’ with performance after small-cap rally leaves his large-cap focused fund trailing the benchmark.

Henderson's O'Gorman on how to play the tech sector

As the IT sector grows in prominence Europe's most consistent tech fund manager sees a risk that many misunderstand the case for investing in an area which fell dramatically out of favour at the turn of the century.

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