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Edison issues update on Henderson International Income Trust (HINT): B...
Edison Investment Research Limited Edison issues update on Henderson International Income Trust (HINT): Buying good companies at attractive valuations 24-Jan-2024 / 14:25 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 24 January 2024 Edison issues update on Henderson International Income Trust (HINT): Buying good companies at attractive valuations Henderson International Income Trust (HINT) is meeting its long-term objectives to provide both rising income and capital appreciation. It adopted a more generous dividend policy in 20...
- Pedro Fonseca
Henderson International Income Trust - Buying good companies at attrac...
Henderson International Income Trust (HINT) is meeting its long-term objectives to provide both rising income and capital appreciation. It adopted a more generous dividend policy in 2021 and its 4.7% dividend yield is the highest among its peers. HINT has also delivered average annualised gains of 8.4% in NAV terms over the 10 years ended December 2023. However, the manager’s cautious, balanced stance, which favours value and defensive names and underweights the US, has underperformed recently d...
- Pedro Fonseca
Henderson International Income Trust - Playing recent events well
Henderson International Income Trust (HINT) offers a diversified investment solution for those seeking capital growth and income opportunities outside the UK, where dividend income is relatively concentrated. Recent relative performance has improved, as underweights to the US and to IT and other growth stocks, which have previously hurt performance, are now boosting relative returns and should leave HINT well placed to cope with the persistently uncertain global environment. Overweights to Europ...
- Pedro Fonseca
Henderson International Income Trust - Beating inflation with covered ...
Henderson International Income Trust (HINT) has succeeded in achieving its dual objectives of capital gains and a high and growing dividend. Annualised NAV total return (TR) of 9.4% over the 10 years to end November 2022 is complemented by an average, inflation-beating rate of 5% per year since inception, representing a 4.2% dividend yield. HINT’s focus on income and geographic diversification (see Edison’s January 2022 report for details) and value means that performance has lagged the benchmar...
- Pedro Fonseca
Henderson International Income Trust - Inflation-beating dividend grow...
Henderson International Income Trust (HINT) has succeeded in achieving its dual objectives of capital gains and a high and growing dividend. It has delivered an average annualised total return of 11.3% on an NAV basis over the 10 years to end May 2022, although its focus on income diversification (see chart below) and value means that performance has lagged the index return of 11.6% over this period. At the same time, dividend payments have increased at an average, inflation-beating rate of 5% p...
- Pedro Fonseca
Henderson International Income Trust - High and rising dividends look ...
Henderson International Income Trust (HINT) celebrated its 10th anniversary during 2021 and, over the past decade, the trust has succeeded in achieving its dual objectives – it has delivered an average annualised total return (NAV) of 11.1% over the 10 years to end December 2021, and dividend payments have increased every year. The board recently announced an enhanced dividend policy, which looks set to ensure that the trust will maintain this dividend track record over the coming decade. Ben Lo...
- Pedro Fonseca
Henderson International Income Trust - High and rising dividends look ...
Henderson International Income Trust (HINT) celebrated its 10th anniversary during 2021 and, over the past decade, the trust has succeeded in achieving its dual objectives – it has delivered an average annualised total return (NAV) of 11.1% over the 10 years to end December 2021, and dividend payments have increased every year. The board recently announced an enhanced dividend policy, which looks set to ensure that the trust will maintain this dividend track record over the coming decade. Ben Lo...
Henderson International Income Trust: 1 director maiden bought
A director at Henderson International Income Trust maiden bought 37,500 shares at 151p and the significance rating of the trade was 57/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over t...
- Pedro Fonseca
Henderson International Income Trust - Reliable and rising income desp...
Henderson International Income Trust (HINT) offers UK-based investors a unique source of diversified income, by investing in a portfolio of non-UK shares. It is the only global equity investment trust to totally exclude the UK market, where dividend concentration is high compared to global markets (see chart below). HINT aims to deliver a growing annual dividend and capital appreciation. Manager Ben Lofthouse uses a value-driven approach, focused on companies with strong cash flow and the potent...
- Pedro Fonseca
Henderson International Income Trust - Rising overseas income and soli...
Henderson International Income Trust (HINT) aims to provide UK-based investors with a unique, diversified source of income by investing in overseas markets. It is the only global equity income investment trust to totally exclude the UK market, which has high dividend concentration compared to global markets (see chart below). The manager, Ben Lofthouse, adopts a value-driven approach that targets fundamentally good businesses, with high barriers to entry, sustainable cash flows, solid growth pro...
- Pedro Fonseca
Henderson International Income Trust - Overseas income fund with attra...
Henderson International Income Trust (HINT) was launched in 2011 with the aim of enabling UK-based investors to diversify their sources of income by investing overseas. As shown in the chart below, the UK market suffers a high degree of dividend concentration, with the top 10 dividend payers accounting for 55% of total UK dividends in 2018 compared with 9% for the top 10 payers globally. Since launch, HINT’s investors have enjoyed total returns of c 10% a year, supported by well-covered divide...
- Sarah Godfrey
Henderson International Income Trust - New growth plans for overseas i...
Henderson International Income Trust (HINT) has been proposed as the default rollover vehicle in the forthcoming planned liquidation of the Establishment Investment Trust, further cementing its position as a trust with a commitment to achieving the benefits of scale (its assets have grown sevenfold since launch in 2011). It has also recently locked in €30m of long-term borrowing with a low interest rate of 2.43%, which may allow the manager, Ben Lofthouse, to be more adventurous with gearing i...
- Sarah Godfrey
Henderson International Income Trust - One-stop shop for ex-UK equity ...
Henderson International Income Trust (HINT) invests in companies outside the UK, in order to provide a source of income diversification for investors who may already have sufficient exposure to the domestic market. It is the only fund in the AIC Global Equity Income sector with a specifically ex-UK remit. Relative performance has dipped recently, largely as a result of HINT’s structural underweight to the US, which dominates the MSCI World ex-UK index. However, manager Ben Lofthouse is finding...
- Sarah Godfrey
Henderson International Income Trust - Value and income from focused e...
Henderson International Income Trust (HINT) is the only global equity income investment trust offering a portfolio invested wholly outside the UK. Its aim is to provide a focused yet diversified selection of overseas companies offering attractive, sustainable yields and the potential for both dividend growth and capital appreciation. Manager Ben Lofthouse has recently increased the cyclical bias of the portfolio, seeing attractively valued opportunities in areas such as financial and consumer st...
- Sarah Godfrey
Growing income from all-overseas portfolio
Henderson International Income Trust (HINT) seeks to provide investors with more diversified sources of income, by investing exclusively outside the UK. Managed by Ben Lofthouse, the trust received a significant boost to its assets in 2016 when it was selected as a rollover vehicle for Henderson Global Trust (HGL). Demand has remained strong, and HINT has recently raised a further £21.5m through a ‘C’ share issue, with the new shares listed on 8 May. The manager focuses on well-managed companies...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Review: Ex-UK income specialist boosted by rollover
Henderson International Income Trust (HINT) seeks a high and growing income as well as capital growth potential; it is unusual in that it invests exclusively outside the UK. The trust has produced annualised total returns (NAV and share price) of 8-9% since launch in 2011 and is comfortably ahead of most peers over one, three and five years. Following the rollover of stablemate Henderson Global Trust (HGL) in April 2016, HINT has doubled its asset base, which should widen its appeal to some inve...
Yield, performance and liquidity
”‹Henderson International Income (HINT) has delivered the highest NAV growth in its peer group since launch, is on track to achieve 15% cumulative dividend growth over the past four years and offers investors a unique way of diversifying their dividend income outside the UK.Until recently, the fund was relatively small. A £95m rollover from Henderson Global has almost doubled the size of the fund which should improve the liquidity of its shares.
Yield, performance and liquidity
”‹Henderson International Income (HINT) has delivered the highest net asset value growth in its peer group since launch, is on track to achieve 15% cumulative dividend growth over the past four years and offers investors a unique way of diversifying their dividend income outside the UK. Until recently, the fund was relatively small. A £95m rollover from Henderson Global has almost doubled the size of the fund which should improve the liquidity of its shares. This increased liquidity should help ...
Review: Dividends and growth from all-overseas portfolio
Henderson International Income Trust (HINT) is the only investment trust specifically targeting income by investing in companies outside the UK. Launched in 2011, it has provided year-on-year dividend growth and is also building a revenue reserve. While a structural underweight to the US and Japan (because these markets are low yielding) has dented relative performance in the period since launch, the trust has achieved its objective of providing capital and income returns at least equivalent to ...
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