How to invest

Open ended funds

Important Information

Please ensure you have read an up-to-date version of the Key Investor Information Document (KIID) for each fund you wish to invest in, alongside the Additional Information Document.

Under the UCITS IV Directive, we are required to release updated KIID documents within 35 business days of 31 December each year.

All Henderson updated KIIDs will be available to view and download from Monday 11th February 2013.

To make an investment simply complete the appropriate application form and return to the address stated.

Funds incur costs as a necessary part of buying and selling the underlying investments, these are otherwise known as portfolio transaction costs, and include charges such as broker commission and Stamp Duty Reserve tax (SDRT). View the portfolio transaction costs across the Henderson UK Fund range.

UK domiciled funds

Investments into Henderson UK domiciled funds can be made via:

  • ​Direct Investment
  • ​ISA Investment
  • ​ISA Transfer
The minimum lump sum investment for both direct and ISA investments is £1,000 per fund. The minimum monthly investment is £100 per month, with the exception of the Global Care fund range, which is £50 per month.

Documents

Contact details

For UK domiciled Funds
Invest by calling our dealing team on:
0800 832 832

Please send your completed application form(s) to:

Henderson Global Investors
PO Box 9023
Chelmsford
CM99 2WB

For further information please call general enquiries on:
0800 832 832 or email support@henderson.com

Luxembourg domiciled funds

The minimum initial investment is US$2,500 (or other foreign currency equivalent) per fund. Subsequent subscriptions can be made whenever you wish, subject to a minimum of US$500 per fund. Please ensure you have read the prospectus before making an investment.

Documents

Contact details

For Henderson Luxembourg-domiciled funds

RBC Investor Services,
14, Porte de France,
L-4360 Esch-sur-Alzette,
Grand Duchy of Luxembourg

myHenderson

myHenderson enables Henderson clients to:

  • ​View detailed valuations of your investments and recent transactions 24 hours a day including on the move
  • ​Buy, sell and switch funds through Hendersons secure online dealing service
  • Manage your account online, including amending personal details, changing regular savings amounts, topping up existing investments and revising investment allocations

Please note: the myHenderson service is available to UK residents only

Investment trusts

Investing in a Henderson Investment Trust is easy with our partners. Choose which account is right for you, apply and then simply give your trading instructions online or by phone.

  • ​Choose from a range of accounts including Self Invested Personal Pensions (SIPPs), and Individual Saving Accounts (ISAs).
  • ​Buy investment trust shares immediately or using a regular monthly instruction.
  • ​Trade and hold most other investment types in a single account.
  • ​Existing customers of our partners can trade straight away.

Of course investing in all types of shares is risky. You should make sure you are comfortable with these risks and understand that you may not get back all the money you invest.

Find out moreOnline tradingTelephone tradingSIPPISAJunior ISARegular monthly investingDividend reinvestmentCharges from:
AJ Bell Youinvest
0845 54 32 600
YYYYY£1.501%, minimum £1.50, maximum £9.95£4.95
Alliance Trust Savings
01382 573737
YYYYY£1.50£5£12.50 online
Barclays Stockbrokers
0845 601 7788
YYYYNComing soon1%, minimum £1, maximum £7.50£5.95 - £11.95 online; £17.50 telephone
Halifax Share Dealing
03457 22 55 25
YYYYN£2.002% capped at £11.95£12.50 online; £25 telephone
Hargreaves Lansdown
0117 900 9000
YYYYYSelected trusts - £1.501%, minimum £1, maximum £10 commission charge£5.95 to £11.95 per deal online
Interactive Investor
0845 88 00 003
YYYYComing soon£1.501% capped at £10£10 online flat; £10 telephone flat
Selftrade
0845 0700 720
YYYYN£1.50£1.50£12.50 flat fee online; from £17.50 telephone
TD Direct Investing
0845 204 88 00
YYYYY£1.501% capped at £10£6-10 online; £2 regular/monthly; £10 telephone
The Share Centre
08456 185 185
YYYYY0.5%
(£1.00 minimum)
0.5%£7.50 per deal online and by telephone

Understanding investment risk

The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Past performance is not a guide to future performance. For detailed product information including the risks associated with investing please read the relevant Prospectus or Annual Report. If you have further questions please contact us.

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