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    Is it for me?

    Suits investors looking to invest in mainly FTSE Fledgling (excluding investment companies) Index, but also the smaller companies found on the Alternative Investment Market (AIM).
    What does it do?

    Henderson Fledgling Trust plc (the Company) seeks long-term growth in capital and dividends from investment predominantly in the constituents of the FTSE Fledgling (ex. Investment Companies) Index (the Fledgling Index).
    Why invest?
    • The Trust gives investors access to a part of the UK market that requires specialist knowledge and is significantly under researched.
    • These factors give rise to potentially some of the most exciting growth opportunities available in the UK market.
    • At least 65% of the portfolio passively tracks the FTSE Fledgling Index, with the balance actively managed. Up to 20% can be invested in AIM listed companies.
    • Fledgling companies remain attractive due to lower relative valuation ratios, stronger balance sheets, and Directors demonstrating confidence in their own businesses through share purchases (Source: Annual Report, 2010).
    What are the risks?
    • Most of the investments in this portfolio are in smaller companies shares. They may be more difficult to buy and sell and their share price may fluctuate more than that of larger companies.
    • If a fund is a specialist country-specific or geographic regional fund, the investment carries greater risk than a more internationally diversified portfolio. Full details of risks.
     
    Share Price
    374.50p
    21 February 2012
    Yield
    2.67%
    21 February 2012
    Discount/Premium
    -17.85%
    21 February 2012
    Source: Morningstar. Past performance is not a guide to future performance.
    Yield may vary and is not guaranteed.

    View the Accounts

    Read the latest Annual Report

    Annual Report
     

    Latest Factsheet

    View the latest monthly factsheet

    Factsheet
     

    Find out More

    Find out more about the Trust

    About the Trust
     

     

    Subscribe below to receive the Henderson Fledgling Trust plc factsheet by email each month

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    The value of your investments and the income from them can go down as well as up. You may not get back the full amount you have invested.

    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 Limited (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), Gartmore Investment Limited (reg. no. 1508030), Gartmore Fund Managers Limited (reg. no. 1137353), (each incorporated and registered in England and Wales with registered office 201 Bishopsgate, London EC2M 3AE) are authorised and regulated by the Financial Services Authority to provide investment products and services. Telephone calls may be recorded and monitored.

    © 2012, Henderson Global Investors Limited.