Henderson Industries of the Future Fund

'A global multi-thematic fund investing in positive sustainability themes (the Industries of the Future) with core ethical exclusions'.

Key points
- Long-term strategy: Providing long-term capital growth on the premise that sustainable development is a critical success factor and that solution providers will outperform over time
- Unique global, multi-thematic approach: applying a diverse 10 themed approach, based on sustainability trends and challenges - the Industries of the Future
- Ethical integrity: offering a high level of ethical integrity for clients requiring a screened approach to investment, avoiding companies such as alcohol production, military, nuclear, and tobacco
- Strong discipline & risk controls: applying the themed approach combines traditional stock selection techniques with disciplined screening to identify undervalued investment ideas
- Experienced SRI team: managing SRI investments since 1977, employing an in-house team with a strong track record for performance, innovation and thought leadership

Fund manager

Tim leads Henderson’s innovative SRI thematic investment strategy, which he helped to shape when he joined the SRI team in 2004. Tim manages four retail and one institutional SRI portfolios based on this approach; Tim has been widely acknowledged both for genuinely investing in sustainability solution providers, and for his outperformance.

Investment objective

To aim to provide capital growth by investing in companies that meet the ethical criteria applied by the ACD. The Fund may invest in companies in any economic sector and any area of the world.

Fund performance chart

Discrete performance - 30 September 2009

Share class	Sep 08 - Sep 09	Sep 07 - Sep 08	Sep 06 - Sep 07	Sep 05 - Sep 06	Sep 04 - Sep 05
A	7.7%	-12.8%	18.1%	7.9%	21.0%
I	8.2%	-12.4%	18.6%	8.3%	21.4%

Source: Financial Express

Fund facts

Fund objective	Capital Growth
Asset class	Equities
Launch date	13 February 1995
Regional focus	Global
Benchmark	MSCI World Index
Sector	Global Growth
Initial charges	Class A: 5.00%, Class I: nil, Class X: nil (exit fees apply)
Annual charges	Class A: 1.50%, Class I: 1.00%, Class X: 2.00% (exit fees apply)
Minimum lump sum investment	£1000
Additional lump sum investment	£500
Minimum regular saving	£50
XD dates	30-Apr, 31-Oct (ann)
Dividend pay dates	30-Jun, 31-Dec

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.

Downloads

Exploding SRI myths

Fund manager interview

An interview with fund manager Tim Dieppe

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Fund contacts

General Enquiries 0800 832 832 (Freephone)

if calling from abroad +44 207 818 1350

IFA Services 0800 88 11 44 (Freephone)

OEIC & Unit Trust Dealing 08459 46 46 46 (Local Call)

help@henderson.com

Issued in the UK by Henderson New Star, the investment manager of the UK investment products referred to on this website. Henderson New Star is the name under which Henderson Global Investors Limited (reg. no. 906355), Henderson Fund Management plc (reg. no. 2607112), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Investment Management Limited (reg. no. 1795354), New Star Asset Management Limited (reg no. 3984658) and New Star Investment Funds Limited (reg no. 4033107) (each incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London EC2M 3AE and authorised and regulated by the Financial Services Authority) provide UK retail investment products and services. All of the above companies are wholly owned subsidiaries of Henderson Group plc (incorporated and registered in Jersey, registered no. 101484, registered office 47 Esplanade, St Helier, Jersey JE1 0BD). We may record telephone calls for our mutual protection and to improve customer service.