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Ben Lofthouse, Fund Manager of Henderson International Income Trust, delivers an update on the Trusts recent performance, highlighting which regions and sectors have been driving this performance. Ben also discusses how latest events have affected the Trust and global equity markets, his outlook for the year, the latest portfolio activity and where the Trust is being positioned to find the best opportunities as the year continues.
Glossary
Diversification: way of spreading risk by mixing different types of assets/asset classes in a portfolio.
Net asset value (NAV): The total value of a fund's assets less its liabilities
Leverage: The use of borrowing to increase exposure to an asset/market. This can be done by borrowing cash and using it to buy an asset, or by using financial instruments such as derivatives to simulate the effect of borrowing for further investment in assets.
Volatility: The rate and extent at which the price of a portfolio, security or index, moves up and down.
Thematic investing: an approach which focuses on predicted long-term trends rather than specific companies or sectors, enabling investors to access structural, one-off shifts that can change an entire industry
Distribution disclaimer:
References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security. Janus Henderson Investors, one of its affiliated advisor, or its employees, may have a position mentioned in the securities mentioned in the report.
Not for promotional purposes. Not for distribution in European Union member countries
Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. [Past performance is not a guide to future performance]. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. [Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change]. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. [We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.]
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