Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at http://citywire.co.uk/wealth-manager/article/a759880

Henderson’s Lofthouse is losing patience with Euro recovery

by Eleanor Lawrie on Jul 07, 2014 at 12:02

The fund has been topping up its exposure to internet technology companies in the US in the hope that they will start spending.

‘On a company level we see that the US is recovering. They need to have some more capex, and if that does happen then I think people will be much more comfortable about markets,’ he said.

Lofthouse co-manages the Global Equity Income fund alongside Andrew Jones. In three years to the end of May the fund has returned 39.9% versus 29% for the Citywire global equity sector, while in five years the fund has returned 101.4% versus 83.3% for the sector. 

Sign in / register to view full article on one page

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home


As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Investing for income in a changing environment


With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop

More about this:

Look up the funds

  • Henderson Global Equity Income Fund;A
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Ben Lofthouse
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Andrew Jones
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us

Archive

On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet