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Henderson Global Trust plc

Ordinary shares Ticker: HGL,  ISIN code: GB0003184024

Investment objective

The Company seeks long-term capital growth from a concentrated portfolio of international equities with a secondary objective to increase dividends over the longer term.

Overview

  • The Trust can invest anywhere in the world and the Manager generally holds stocks of large and medium sized companies quoted on major international equity markets.
  • The portfolio will typically comprise between 50-80 stocks, and at least 60% of the portfolio must be made up of holdings which do not individually exceed 5% of the value of the total assets.
  • The company aims to outperform its benchmark which is the MSCI All Country World Index.

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.

Potential investors must read the prospectus, and where relevant, the key investor information document before investing.

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Ticker: HGLOrdinary shares Currency GBX Price 387.00 NAV 435.10 Discount/premium -11.57% Yield 2.58% Price date 23/07/2015

Ratings and awards

Performance

Past performance is not a guide to future performance. All performance data includes both income and capital gains or losses but does not reflect any ongoing charges or other fund expenses.

Performance chart
5 Years
3 Years
1 Year

Discrete performance

Performance2013/20142012/20132011/20122010/20112009/2010
NAV8.00%17.00%10.70%-8.10%18.10%
Price10.70%11.40%17.80%-14.50%18.60%
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted.

Cumulative performance

Performance1 Month3 Months6 Months1 Year3 Years5 Years
NAV-1.05%-4.97%0.19%10.54%38.36%56.28%
Price0.78%-4.88%-3.13%8.46%42.54%41.85%
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted. Data as at As of date
Top 10 holdings
Top 10 holdings(%)
Dollar General Corporation3.70%
Crown Ltd3.10%
Novartis AG3.00%
Japan Tobacco Inc2.60%
Apple, Inc.2.40%
Pfizer Inc2.30%
Rentokil Initial Plc2.30%
Lockheed Martin Corporation2.20%
Western Digital Corporation2.20%
Macy's Inc2.20%
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted. Data as at 30/06/2015
Geographic breakdown
Geographic breakdown(%)
USA50.20%
UK13.30%
Switzerland7.56%
Japan5.80%
France3.71%
Hong Kong3.46%
Canada3.32%
South Korea2.62%
Germany2.39%
Singapore2.14%
Spain1.76%
Portugal1.51%
Australia1.43%
China0.77%
Cash/Cash Equivalent0.03%
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted. Data as at 30/06/2015
Sector breakdown
Sector breakdown(%)
Finance - General23.00%
Consumer Discretionary15.60%
Healthcare14.10%
General Industrials13.20%
Information Technology10.60%
Materials7.00%
Consumer Staples7.00%
Energy5.90%
Telecommunications3.60%
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted. Data as at 30/06/2015
Dividends
Ex dividend datePay dateAmount div p/ps
04/06/201501/07/20152.50
05/03/201501/04/20152.50
04/12/201402/01/20152.50
10/09/201401/10/20142.50
28/05/201401/07/20142.50
05/03/201401/04/20142.50
04/12/201302/01/20142.50
11/09/201301/10/20132.50
05/06/201301/07/20132.50
06/03/201302/04/20132.50
05/12/201202/01/20132.50
12/09/201201/10/20122.50
© Morningstar 2015. All rights reserved.Source: Morningstar, based on market prices at close on the date shown. We are not responsible for the accuracy or completeness of the information supplied by Morningstar. We take care to ensure that the information provided by Morningstar is correct but we neither warrant, represent nor guarantee the contents of the information, nor do we accept any responsibility for errors, inaccuracies, omissions or any inconsistencies therein. Prices may be subject to change, errors and omissions excepted. Data as at 24/07/2015
Please note: For UK tax payers, investment trust dividend distributions are treated as overseas income and paid with a notional tax credit of 10%. UK resident basic rate taxpayers will have no further liability to tax on dividends. UK resident higher rate tax payers or additional rate tax payers will be liable for further tax. Henderson Global Investors does not give tax advice and you should consult an appropriately qualified professional adviser if you are uncertain about your tax position.
Key data
Objective Growth
Ticker HGL
Asset class Equities
Benchmark MSCI AC World Index
Sector AIC Global
Regional focus Global
Risk rating Average
Incorporation date February 1929
Total holdings 76
Please note: Risk ratings are provided by Numis. More information on these ratings can be viewed here.
Please note: Total holdings are updated at the end of each calendar month.

Ordinary shares

ISIN code GB0003184024
SEDOL number(s) 0318402
General risks
  • ​The value of the Funds and the income from them is not guaranteed and may fall as well as rise. You may get back less than you originally invested.
  • ​Past performance is not a guide to future performance.
  • ​You should note that your tax treatment in relation to any investments held outside an ISA will depend on your individual circumstances and may be subject to change in the future. Governments may change the tax rules which affect you or the Funds in which you have invested.
  • ​If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially.
  • Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.
Specific risks
  • This portfolio is typically comprised of 50-80 stocks. If one of these investments declines in value, this can reduce the portfolio's value more than if it held a larger number of investments.
  • Global portfolios include a small weighting to Emerging Markets, usually less than 10%, which tend to be less stable than more established markets and can be affected by local political and economic conditions, reliability of trading systems, buying and selling practices and financial reporting standards.
  • Not all the investments in this portfolio are made in Sterling, so exchange rates could affect the value of and income from your investment.
  • Where the trust invests in assets which are denominated in currencies other than the base currency then currency exchange rate movements may cause the value of investments to fall as well as rise.
  • The trust may use gearing as part of its investment strategy. If the trust utilises its ability gear, the profits and losses incurred by the trust can be greater than those of a trust that does not use gearing.
General information

Before you invest

Announcements

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