Report

Initiation: Daring to become different

Henderson Value Trust (HVTR), formerly SVM Global, is nearing the end of a three-year process of restructuring following its move to Henderson Global Investors in April 2013. Performance is beginning to stabilise as new investments start to bear fruit and underperforming inherited assets are sold. At the 31 March half-year the managers report that 71% of the portfolio is invested in new holdings or inherited assets earmarked for retention; this is expected to reach 85% by the year end. A change of name to Henderson Alternative Strategies Trust has been proposed to better reflect the trust’s diversified, multi-strategy portfolio of specialist and alternative funds.
Underlying
Henderson Alternative Strategies Trust plc

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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