Creating your own share portfolio from scratch is no easy task. It takes time, effort and considerable expertise, not to mention high costs from purchasing individual shares. And once you have selected the companies to invest in, the really hard work begins. You will need to constantly monitor your portfolio, analyse company results and market movements, and acquire enough market knowledge to make sure that your investment choices remain the correct ones.
Building a portfolio from select Henderson Managed Investment Trusts, means that experienced Henderson portfolio managers will be doing this job for you. And because each Henderson investment trust has unique characteristics, you can still pick and choose the style of investments where you would like exposure.
To illustrate how this can be done, here is an example from one of our fund selection experts. Bill McQuaker, Henderson’s Director of Multi-Manager Funds, has designed two sample portfolios made up of Henderson investment trusts. These cater for two of the most common requirements of individual investors: capital growth and income growth.
Capital Growth Portfolio
For investors looking for long term capital growth, our Capital Growth Portfolio is ideal. It includes eight investment trusts, resulting in a diversified portfolio across global markets while retaining a core holding in the UK.
Portfolio composition
The Bankers Investment Trust PLC 20%
The City of London Investment Trust plc 15%
Lowland Investment Company plc 15%
Henderson EuroTrust plc 15%
TR European Growth Trust PLC 5%
Henderson TR Pacific Investment Trust plc 20%
The Henderson Smaller Companies Investment Trust plc 5%
Henderson Opportunities Trust plc 5%
Income Growth Portfolio
Our Income Growth Portfolio is most suitable for investors looking to enjoy a regular dividend stream and the prospect of some capital growth. It includes five investment trusts, four of which pay dividends quarterly. The Income Growth Portfolio aims to provide an income in excess of that generated by the FTSE All Share Index.
Portfolio composition
Henderson High Income Trust plc 25%
The City of London Investment Trust plc 15%
The Bankers Investment Trust PLC 15%
Lowland Investment Company plc 15%
Henderson Far East Income Limited 15%
Henderson Global Property Companies Limited 15%
Income Portfolio
Our Income Portfolio is most suitable for investors looking to enjoy a regular dividend stream. It includes four investment trusts, which pay dividends regularly.
Portfolio composition
Henderson High Income Trust plc 35%
Henderson Far East Income Limited 20%
Henderson Global Property Companies Limited 10%
Henderson Diversified Income Limited 25%
Note
These two portfolios, while carefully constructed, are designed as examples only. As your investment objectives change over time, you may wish to seek advice on how to allocate funds between the various investment trusts.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.