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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Ben Lofthouse

Ben Lofthouse

About Ben Lofthouse

Ben Lofthouse is currently a fund manager at Henderson Global Investors having joined the company in 2004. He runs the Henderson Global Equity Income and Henderson International Income Trust funds, both with a value and income investment style, and Ben describes the best environment for his strategies as moderate economic growth. Prior to joining Henderson, he worked for six years at PWC after finishing his studies in business economics at Exeter University. Away from fund management he is keen on golf, tennis and skiing.

Are you Ben Lofthouse?

Equities Investment Style

  • Defensive Growth
  • Value

Education

  • Exeter University
  • Economics
  • 2.1 BA Hons Business Economics Chartered Accountant ACA CFA Charterholder

Interests

  • Golf
  • Skiing
  • Tennis

Citywire Rating: A rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated AA in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated A in Aug 2014

Performance

Equity - Global Equity Income
over : 31/07/2013 - 31/07/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 0.8% 1.3% -0.9%
2013 25.7% 14.5% 1.4% 2.4% 5.7%
2012 13.1% 5.6% -1.5% 6.5% 2.1%
2011 -0.9% 1.5% 2.3% -11.0% 7.3%
2010 13.2% -3.4% 9.8% 6.7%

Related News

AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

Henderson International Income trust manager Ben Lofthouse shares his thoughts on recent developments in the tobacco sector in this video.

Trust Insider: a global income newcomer HINTs at its potential

The global equity income sector only used to have a couple of members but in recent years it has been expanding as new funds have been launched and others have broadened their remits

Henderson’s Lofthouse is losing patience with Euro recovery

The global manager upped his exposure to Europe as valuations looked cheap, but says governments need to promote growth.

Henderson financials team exits & Peak relinquishes UK Alpha fund

Citywire can reveal Henderson's Stephen Peak will step back from running the UK Alpha fund as part of a restructure of the firm's equity desk, which has also led to the departure of its global financials team.

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.

Henderson to launch global equity income trust

Henderson Global Investors is planning to broaden its closed-ended fund range with a global equity income trust launch for Ben Lofthouse.

Henderson to merge away five funds

The group's consolidation of the New Star and Henderson fund ranges is under way.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.