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Henderson UK Alpha

Ranked 19 out of 269 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Neil Hermon

Expert number cruncher Neil Hermon earned a degree in mathematics from Cambridge University’s Selwyn College before beginning his career at Ernst and Young accountants in 1989. He joined General Accident Investment Management as an investment analyst in 1993, and began managing funds a year later. Having worked his way through the ranks to become head of UK smaller companies, he switched to Morley Fund Management in 1998 to begin a four-year stint in a similar role. Hermon moved to Henderson Global Investors in 2002 to take control of the Henderson UK Smaller Companies OEIC. He was named head of pan-european smaller companies in November 2004. Away from the office, Hermon enjoys playing cricket, squash and badminton.

Indriatti Van Hien

Objective

To achieve capital growth through a relatively concentrated portfolio. The fund will invest principally in the securities of UK companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 19/269 Total Return
  • Rank 206/269 Standard Deviation
  • Rank 50/269 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.7% 7.0% 4.0%
2016 9.7% -2.1% -3.5% 12.8% 2.9%
2015 10.5% 7.2% 2.8% -5.1% 5.7%
2014 2.7% 0.6% -2.4% 0.7% 3.9%
2013 21.0% 3.0% -0.5% 8.3% 9.0%
2012 5.3% 18.7% -17.0% 4.3% 2.5%
2011 -21.4% -1.9% -4.8% -20.1% 5.3%
2010 24.2% 4.7% -9.3% 14.1% 14.6%
2009 35.6% -8.0% 12.7% 27.9% 2.2%
2008 -39.3% -3.1% -2.1% -20.6% -19.6%
2007 3.1% 4.0% 3.3% -1.7% -2.4%
2006 20.4% 10.7% -5.0% 5.6% 8.3%
2005 22.0% 1.9% 0.9% 8.8% 9.0%
2004 24.8% 10.9% 0.9% 1.2% 10.2%
2003 32.5% -4.8% 18.6% 10.8% 5.9%
2002 -20.6% 5.3% -7.7% -16.5% -2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 6.90
NMC Health PLC ORD 4.20
Melrose Industries PLC ORD 3.42
John Laing Group PLC ORD 3.29
HSBC Holdings PLC ORD 3.25
Prudential PLC ORD 3.08
Intermediate Capital Group PLC ORD 2.59
Bellway PLC ORD 2.51
Rio Tinto PLC ORD 2.50
Micro Focus International PLC ORD 2.45
30/06/2017

Registered For Sale In

  1. Chile
  2. France
  3. United Kingdom

Fund Info

  • Launch date12/11/2001
  • Share Class size465Mn
  • Base currencyGBP
  • ISIN GB0030956949

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.25

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).