Henderson Opportunities Trust - Buckets of opportunity drive an impressive year
Henderson Opportunities Trust (HOT) has posted a very strong performance for FY21 (ended 31 October), with its NAV and share price both up almost 60% on the prior year, albeit with the bulk of the returns coming in H121. Co managers James Henderson and Laura Foll construct a deliberately diverse all-cap portfolio of between 70 and 100 UK equities, with a bias towards smaller and particularly AIM-listed stocks. While the emphasis is on capital growth, the trust also seeks to reward investors with a growing annual dividend. In the past year, positive performance has been spread across the portfolio’s seven ‘buckets’ (see page 4), with drivers as diverse as UK high street banks, a regional corporate broker, a Scottish housebuilder and smaller North Sea oil & gas names. Looking ahead, the managers are confident that the ‘excellent companies with excellent products’ in their portfolio can overcome inflationary headwinds.Henderson Opportunities Trust is an investment trust company. Co. invests in a portfolio of 70 to 100 investments on an unconstrained basis across the whole range of market capitalisation. Co. has appointed Henderson Investment Funds Limited to act as its Alternative Investment Fund Manager.
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