Henderson Opportunities Trust plc

Trust Profile

Previously known as Henderson Strata Investments plc.

The Company will invest in a concentrated portfolio of predominantly UK companies, on an unconstrained basis across the whole range of market capitalisations, that the portfolio manager believes to be undervalued by the market.

Strata Restructure and Results of the EGM

At the EGM held on 19 January 2007 the proposal to restructure Henderson Strata was approved by shareholders.  For more information regarding the restructure, the key differences between Henderson Strata Investments and Henderson Opportunities Trust and the results of the EGM then please visit the page below.  

>> Key Changes and EGM Results

Note on the Bonus Issue and the Taxation of Capital Gains

>> Note on Bonus Issue



Watch James Henderson on Bloomberg TV discussing his views on the markets and also commenting on his portfolio holdings within Lowland, Henderson Opportunities and Law Debenture.

Watch the Webcast

 

Fund Manager

James Henderson

James Henderson joined Henderson Global Investors in 1984 and has been involved with investment trusts throughout his career. He has an aggressive stock picking investment style which is value driven and he seeks out opportunities among large, medium and small companies. James has been the Investment Manager of Lowland Investment Company since 1990, Henderson Opportunies Trust since January 2006 and has been responsible for the portfolio of The Law Debenture Corporation since 2003. Lowland won the award for the best UK investment trust in the 2005 Investment Week Investment Trust of the Year Awards.

To see articles written by James Henderson and any questions he has answered recently then please visit his Fund Manager page.

James' page


Report and Accounts

To view the latest report and accounts for Henderson Strata please visit the annual and interim reports page.

Annual & Interim reports




Bonus Issue

>> Note on the Bonus Issue and Taxation of Capital Gains

Glossary

Everything explained from Annual charges to Yield.

>> Glossary

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