Fund manager
Nick Sheridan
Nicholas Sheridan joined Henderson following the acquisition of New Star. He is lead Manager of the Henderson Horizon Continental European Equity Fund which was renamed the Henderson Horizon Euroland Fund.
He has proven fund manager experience in equities and has been managing money since 1989. He worked as a Senior Portfolio Manager at Wise Speke before joining BWD Rensburg in 1990 as their Director of Gross Funds and Manager of their Staff Pension Fund. Prior to joining New Star in 2007, he worked at Tilney from 2001 as director of European equities.
Nicholas has passed the Securities Industry Diploma and holds a BA (Hons) in Politics from Liverpool University.
Investment objective
The investment objective of the Euroland Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in equity securities of companies incorporated or having their principal business activities in Euroland countries (i.e. countries having adopted the Euro as their national currency in the member states of the European Monetary Union). The Fund is denominated in €.
Fund facts
Key Facts
|
Asset class | Equities |
|
Structure | SICAV |
|
Launch date | 1 July 1984 |
|
Base Currency | EUR |
|
Sector | Morningstar Europe OE Europe ex-UK Large-Cap Equity |
|
Benchmark | MSCI EMU Net Return EUR Index |
|
Year End | 30-Jun |
|
Valuation point | 13:00 |
|
Pricing basis | Single Priced |
Share classes
| Henderson Horizon Euroland Fund A2 Acc EUR |
|
Distribution type
| Accumulation Net |
|
ISIN code
| LU0011889846 |
|
Lipper code
| 60002852 |
|
Initial charge
| 5.00% |
|
Annual charges
| 1.20% |
|
Minimum lump sum investment
| €2500 |
|
Additional lump sum investment
| €500 |
|
XD dates
| 01-Oct |
|
Performance fee
| Benchmark + 10% |
|
Fund status
| Open for new investment |
Performance
Cumulative performance
| Share class | Last Month | YTD | 1 Year | 3 Years | Since Inception |
|---|
| A2 Acc EUR | 9.33% | 15.26% | 42.35% | 46.29% | 873.93% |
© Morningstar 2012. All Rights Reserved. Data as at 22 May 2013
Discrete performance
| Share class | Mar 2012
-
Mar 2013 | Mar 2011
-
Mar 2012 | Mar 2010
-
Mar 2011 | Mar 2009
-
Mar 2010 | Mar 2008
-
Mar 2009 |
|---|
| A2 Acc EUR | 22.6% | 0.0% | -1.7% | 47.1% | -41.6% |
© Morningstar 2012. All Rights Reserved. Annual return to 31 March 2013
Please remember that 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 as a result of market and currency fluctuations and you may not get back the amount originally invested.