Henderson High Income – There’s value in value
Thanks to its combination of both high-yielding stocks and debt, Henderson High Income (HHI) gives its manager, David Smith, more capacity to adapt to the higher inflationary environment that has dictated the fortunes of the UK stock market. David believes that despite the recent macroeconomic uncertainty, the current market outlook could be supportive for HHI’s value-biased portfolio. Historical data appears to suggest that a combination of high inflation and a resilient UK economy may be a boon for the UK market and value stocks.David has taken a cautious approach to asset allocation, increasing HHI’s allocation to fixed income. He is confident that HHI’s underlying revenues will support its income growth. HHI, with a yield of more than 6% and the potential for near-term NAV uplifts, contrasts with many of the higher-yielding assets that the higher-interest-rate regime has produced.
Henderson High Income Trust is an investment trust company. A substantial majority of Co.'s assets are invested in ordinary shares of listed companies with the balance in listed fixed interest stocks. Co. invests predominantly in companies listed in the U.K. Co. has appointed Henderson Investment Funds Limited to act as its Alternative Investment Fund Manager, which delegates investment management services to Henderson Global Investors Limited.
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