Quick Stats

Bid Price - Offer Price -
Mid Price GBX 273.40 Day Change GBX -0.20 (-0.07%)
Price Date 27 Jun 2017 Crown Rating 2
Shares Class Inc. Yield 0.50 %
Total Expense Ratio 2.42 Fund Size 408,318,800.00
Launch Date 01/06/1997 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 2.42
ISIN GB0031412967 Min TopUp (£) 10,000.00

Fund Objective

To achieve capital growth through exposure to UK and overseas equities and fixed interest securities.

Fund Managers

Helen Bradshaw
Helen Bradshaw joined the Multi-Asset team in 2006 as a Trainee Fund of Funds Manager. She joined from Henderson’s product management team, where she had a particular focus on the Horizon and hedge fund ranges. In 2011 Helen became a Fund Manager. Helen holds a LLB Law degree from Exeter University, the LPC from the College of Law, Guildford and the Investment Management Certificate.
Chris Forgan
Chris Forgan joined Henderson in 2005 from First State Investments where he was a Senior Performance Analyst covering areas such as performance attribution, risk analysis and portfolio analytics. Chris became a Fund Manager in 2010. Chris holds a BA (Hons) in Marketing Administration from the University of Northumbria and the Investment Management Certificate.
Paul O'Connor
Paul O'Connor joined the Multi-Asset team in 2013 from Mercer, where he was Head of Asset Allocation (EMEA), responsible for asset allocation across all client portfolios in the region. He was also the lead manager on the Mercer Diversified Growth Fund. He joined Henderson to focus on asset allocation in the Multi-Asset team, with a particular focus on the Diversified Growth funds.
Nick Watson
Nick Watson joined Henderson in 2007 as a Graduate Trainee. This involved a rotational programme across Global SRI Equities, Global Fixed Income Hedge Fund and Product and Business Support. In 2009, Nick became a Research and Insight Manager for the Product team and was responsible for identifying market trends and new product ideas. This included involvement in Henderson’s acquisitions of New Star and Gartmore. In July 2012, Nick became a Trainee Fund Manager for the Multi Asset team and is now a Fund Manager. Prior to joining Henderson, he worked in a back office data administration role for Fidelity International. Nick graduated with an honours degree from the University of Exeter in Economics. He also holds the Investment Management Certificate. He is also a CFA charterholder.