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 Dieppe
Tim Dieppe 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 facts

Fund objectiveCapital Growth
Asset classEquities
Launch date13 February 1995
Regional focusGlobal
BenchmarkMSCI World Index
SectorGlobal Growth
Initial chargeClass A: 5.00%, Class I: nil
Annual chargesClass A: 1.50%, Class I: 1.00%
Minimum lump sum investment£1,000
Additional lump sum investment£100
Minimum regular saving£50
XD dates30-Apr, 31-Oct (ann)
Dividend pay dates30-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.

Sustainable & Responsible Investment (SRI) 
Henderson's SRI funds provide a range of investment styles to meet client needs...
SRI
 

Fund manager interview

 

Fund contacts

  • General enquiries
    0800 832 832 (Freephone)
  • Dealing line 
    0845 608 8703

Issued in the UK by Henderson Global Investors. Henderson Global Investors 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), Henderson Alternative Investment Advisor Limited (reg. no. 962757), Henderson Equity Partners Limited (reg. no.2606646) (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 investment products and services. Telephone calls may be recorded and monitored.

© 2010, Henderson Global Investors Limited.