The Company's objective is to provide shareholders with a higher than average growth of capital over the medium to long term from a portfolio of predominantly UK companies. The present investment policy was adopted in 2007.
An introduction to Henderson Opportunities Trust plc
"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/opportunities-trust/pricesandperformance.aspx
Full details of risks. http://www.henderson.com/sites/trusts/opportunities-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. "
James Henderson, Fund Manager
James Henderson joined Henderson Global Investors in 1984 and has managed Henderson Opportunities Trust since January 2007. Involved with investment trusts throughout his career, James has an aggressive, stock picking investment style which is value driven and he seeks out opportunities among large, medium and small companies. James has also managed the highly successful long-term performance of Lowland Investment Company since 1990.
George Burnett, Chairman
George Burnett retired as Chief Executive of Ashtead Group plc in 2006. Until 2008 he was Chairman of the Governors of the University for the Creative Arts. He joined the Board in 1995 and became Chairman in 2004.
Hamish Bryce, Direction
Hamish Bryce is a former Chairman of TLG plc, Heywood Williams plc and Norcros plc. He was formerly Chairman of the Business Committee of the London Resilience Forum and Chairman of IndependentAge. He joined the Board in 1993.
Chris Hills, Direction
Chris Hills was appointed to the Board on 17 June 2010. He is Chief Investment Officer of Investec Wealth & Investment, a position he has held (originally with Carr Sheppards) for sixteen years. He was formerly a director of Baring Fund Management. He is a non-executive director of Invesco Income Growth Trust plc.
Malcolm King, Direction
Malcolm King (known as Max) was appointed to the Board in 2005. He has 25 years’ experience in fund management, including investment in UK smaller companies. He works at Investec Asset Management and is a consultant at Eden Financial.
Peter May, Direction
Peter May was appointed to the Board in 2004 and as Chairman of the Audit Committee in 2006. He is a Chartered Accountant (ACA). His background is in corporate finance, including 17 years spent at Charterhouse and 9 years at MacArthur.
Peter Jones, Direction
Peter Jones was appointed to the Board on 12 December 2011. He has been Chief Executive of Associated British Ports Holdings Ltd since April 2007. He was formerly Chief Executive of Mersey Docks & Harbour Company, having worked in ports and shipping businesses in the UK and Europe since 1977. Mr Jones is also a non-executive director of SKIL Ports & Logistics Ltd, an AIM-listed company involved in the development of a small port in India, at Karanja in close proximity to Mumbai. He has previously served as non-executive director of Through Transport Mutual Insurance and of the United Kingdom Major Ports Group. Mr Jones has also been a member of the Bank of England’s North-West Quarterly Panel.