The company's objective is to seek to provide shareholders with a high level of income, and capital growth over the longer term. The Company aims to deliver these outcomes by investing selectively across the full spectrum of fixed asset classes including secured loans, high yield corporate bonds and investment grade corporate bonds.
An introduction to Henderson Diversified Income Limtied
Value of Investment
The value of investments and the income from them may go down as well as up and you may not get back your original investment.
Past performance is not a guide to future performance.
More information can be found on the prices and performance page. http://www.henderson.com/sites/trusts/bankers-trust/pricesandperformance.aspx
Full details of risks. http://www.henderson.com/sites/trusts/bankers-trust/keyrisks.aspx
The effect of borrowing money for investment purposes. The amount a company can “gear” is the amount it can borrow in order to invest. Gearing is used in the expectation that the returns on the investments bought will exceed the costs of the borrowings that funded the purchase. Where a negative gearing figure is shown, this number represents the percentage of the portfolio held as cash. "
Jenna Barnard, Fund Manager
Jenna Barnard is Director of Retail Fixed Income and co-manages Henderson Diversified Income Limited, the Henderson Preference and Bond, Henderson Managed Distribution Fund, Henderson Worldwide Income Fund and Strategic Bond Funds alongside John Pattullo. Jenna joined Henderson Global Investors in 2002 as Credit Analyst, Assistant Portfolio Manager and progressed to Credit Portfolio Manager in 2004. Prior to joining Henderson, Jenna worked as an Investment Analyst with Orbitex Investments. Jenna is a CFA charterholder, and an affiliate member of UKSIP.
John Pattulo, Fund Manager
John Pattullo joined Henderson Global Investors in 1997 and is Head of Retail Fixed Income, responsible for UK Retail. John previously spent four years as a chartered accountant at PricewaterhouseCoopers. John is a member of the Institute of Chartered Accountants of Scotland and an Associate Member of the Society of Investment Professionals. He co-manages the Henderson Diversified Income Limited, Henderson Preference & Bond Fund, Henderson Managed Distribution Fund, Henderson Worldwide Income Fund and the Henderson Strategic Bond Fund with Jenna Barnard.
Paul Manducca, Chairman
Paul Manduca has extensive asset and investment management experience having worked as CEO for companies such as Threadneedle Asset Management, Rothschild Asset Management and Deutsche Asset Management in the UK and Europe starting from 1973. Mr Manduca has served on a number of boards as an independent director in the last ten years. He is currently chairman of the audit committees of two other companies. He holds a Master's degree from Oxford University (Modern Languages).
Nigel Parker, Director
Nigel Parker has over 35 years' experience in the Jersey finance industry and in 2004 he was appointed Chief Executive Officer of Gartmore Fund Managers International Limited. He has held a number of positions with Jersey trust companies but specialises in compliance and regulation. In 2002 he was appointed Head of European Compliance for the Gartmore Group with compliance responsibility for all offices, services and products within Europe. Mr Parker is a registered Trust and Estate Practitioner (TEP) and a former committee member of the Jersey Funds Association. He was also formerly a member of the Jersey Compliance Officers Association.
David Smith, Director
David Smith has spent his career in the financial services sector. He has worked in retail banking with National Westminster Bank, in unit trust sales for County Bank and fund management sales for Ivory & Sime. He became Marketing Director of Fleming Investment Trust Management in 1991, during a period of much increased interest in the investment trust sector, before returning to Jersey to help establish Flemings' private banking operations in Jersey. He was appointed Managing Director of Dexia Private Bank in Jersey in 1999 and has subsequently taken overall responsibility for all Dexia's operations in Jersey. Mr Smith is an Associate of the Chartered Institute of Bankers and a member of the Chartered Institute of Marketing and holds a Certificate in Company Direction.