Henderson Fixed Interest Monthly Income Fund

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Following
  • April 2012 -

    Please be aware that the Henderson Extra Monthly Income Bond Fund will merge into the Henderson Fixed Interest Monthly Income Fund on 4 May 2012. This follows shareholder approval, granted at an EGM that was held on 14 April 2012.

  • April 2012 -

    Please be aware that the Henderson High Yield Monthly Income Fund will merge into the Henderson Fixed Interest Monthly Income Fund on 4 May 2012. This follows shareholder approval, granted at an EGM that was held on 14 April 2012.

Fund managers

John Pattullo

John Pattullo

John Pattullo joined Henderson Global Investors in 1997 and is Head of Retail Fixed Income. He co-manages the Preference & Bond Fund, the Strategic Bond Fund, the Fixed Interest Monthly Income Fund and Henderson Diversified Income Limited with Jenna Barnard. The pair also co-manage the Henderson Cautious Managed Fund with Chris Burvill. John previously spent four years as a chartered accountant at PricewaterhouseCoopers John has an MA (Hons) in Economics from the University of St Andrews, is a member of the Institute of Chartered Accountants of Scotland and an Associate Member of the Society of Investment Professionals.
Jenna Barnard

Jenna Barnard

Jenna Barnard is Deputy Head of Retail Fixed Income, co-managing a number of funds including the Preference and Bond and Strategic Bond Funds alongside John Pattullo. She also currently co-manages the Henderson Diversified Income Limited fund. Jenna joined Henderson Global Investors in 2002 as Credit Analyst, and progressed to Credit Portfolio Manager in 2004. Prior to joining Henderson, Jenna worked as an Investment Analyst with Orbitex Investments. Jenna holds a first class BA (Hons) degree in Politics, Philosophy & Economics from Oxford University. She is a CFA charterholder, and an affiliate member of UKSIP. Jenna is a Member of the Society of Technical Analysts having passed the STA Diploma exam.

Investment objective

To achieve a high yield. The fund will invest principally in fixed interest securities including preference shares.

Fund facts

Key facts
Asset classFixed Income
StructureUnit Trust
Launch date28 March 1979
Base CurrencyGBP
SectorIMA £ Strategic Bond
BenchmarkIMA £ Strategic Bond
Year End1-Mar
Valuation point12:00
Pricing basisDual Priced
Share classes
Henderson Fixed Interest Monthly Income Fund Acc
Distribution type Accumulation Net
ISIN code GB00B7BX6S68
Initial charge 4.25%
Annual charges 1.25%
Minimum lump sum investment £1000
Additional lump sum investment £100
Dividend pay dates 1-May, 1-Jun, 1-Jul, 1-Aug, 1-Sep, 1-Oct, 1-Nov, 1-Dec, 1-Jan, 1-Feb, 1-Mar, 1-Apr
XD dates 02-Mar, 02-Apr, 02-May, 02-Jun, 02-Jul, 02-Aug, 02-Sep, 02-Oct, 02-Nov, 02-Dec, 02-Jan, 02-Feb
Fund status Open for new investment
Ongoing charge 1.45% (as at 1 March 2012)
Henderson Fixed Interest Monthly Income Fund Inc
Distribution type Income Net
ISIN code GB0001920486
Initial charge 4.25%
Annual charges 1.25%
Minimum lump sum investment £1000
Additional lump sum investment £100
Dividend pay dates 01-May, 01-Jun, 01-Jul, 01-Aug, 01-Sep, 01-Oct, 01-Nov, 01-Dec, 01-Jan, 01-Feb, 01-Mar, 01-Apr
XD dates 02-Mar, 02-Apr, 02-May, 02-Jun, 02-Jul, 02-Aug, 02-Sep, 02-Oct, 02-Nov, 02-Dec, 02-Jan, 02-Feb
Fund status Open for new investment
Ongoing charge 1.45% (as at 1 March 2012)
 

Fund performance

Cumulative performance

Share class1 Year2 Year3 Years4 Years5 Years
Acc16.28%----
Inc16.67%16.79%28.48%82.12%40.72%

© Morningstar 2012. All Rights Reserved. Data as at 22 May 2013


Discrete performance

Share classMar 2012 -
Mar 2013
Mar 2011 -
Mar 2012
Mar 2010 -
Mar 2011
Mar 2009 -
Mar 2010
Mar 2008 -
Mar 2009
Inc13.0%2.3%5.7%58.8%-26.8%

© Morningstar 2012. All Rights Reserved. Annual return to 31 March 2013


Fund Insights

Video: Market is full of dichotomies

John PattulloClick for moreClick to follow:John Pattullo
198 Following
3 weeks ago

Keep calm and carry on amid supportive conditions for bonds

Jenna BarnardClick for moreClick to follow:Jenna Barnard
183 Following
 
John PattulloClick for moreClick to follow:John Pattullo
198 Following
1 month ago

What a bloem-ing mess!

Jenna BarnardClick for moreClick to follow:Jenna Barnard
183 Following
2 months ago

Fund ratings and awards

30 April 2013
30 April 2013