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Henderson HF Global Technology A2 GBP

Ranked 5 out of 15 in - Technology over 12 months
All calculations are in GBP

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.

Ian Warmerdam

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.

Objective

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.

Performance

Technology over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 3.7% -0.1% 1.7% 2.1%
2013 23.4% 11.8% -0.1% 2.7% 7.6%
2012 8.5% 16.5% -8.4% 5.4% -3.6%
2011 -3.5% 2.0% -2.1% -8.9% 6.1%
2010 17.7% 9.6% -9.6% 8.4% 9.5%
2009 44.9% 4.7% 5.2% 17.4% 12.1%
2008 -20.9% -15.9% 0.5% -6.3% -0.1%
2007 20.0% -0.2% 11.5% 7.1% 0.8%
2006 -4.7% 3.6% -13.3% 3.7% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/01/2006
  • Base currencyGBP
  • ISIN LU0572952017

Purchase Info

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

Charges

  • Annual management1.2%

Related News

'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 GBP).