Henderson Inst Global (50/50) Index

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 137.40 Day Change GBX -0.90 (-0.65%)
Price Date 24 Feb 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.06 Fund Size 35,712,800.00
Launch Date 15/08/2006 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.06
ISIN GB00BD5NV890 Min TopUp (£) 1,000,000.00

Fund Objective

The Fund’s aim is to provide investors with a global portfolio comprising in the main 50% investment in UK companies and 50% investment in overseas companies, with the aim of enhanced capital growth over a medium to long term period.

Fund Managers

David Elms
David heads up Henderson’s multi-strategy equities team, responsible for absolute return, equitised long-short and enhanced index portfolios.Prior to joining Henderson in 2002, David spent a total of 8 years at Portfolio Partners, initially based in Melbourne, where he was a founding partner with responsibilities including Australian enhanced index equities, equity derivatives and high yield fixed income. David was then seconded to Aviva in London following Norwich Union’s acquisition of Portfolio Partners. Previous to Portfolio Partners, David held the position of Associate Director at County NatWest Investment Management, Melbourne, where he stayed for 3 years. Here he was responsible for equities and equity derivative trading as well as quantitative research. David holds an honours degree in Commerce from the University of Melbourne, Australia.