Mike Kerley, fund manager for Henderson Far East Income, delivers an update on the fund's portfolio activity, explaining why it remains largely unchanged and why and how it differs so greatly from the benchmark. Mike also delivers his opinion on the current state of the Trade War between the US and China and how the seemingly endless battle poses little threat for Henderson Far East.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
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Past performance is not a guide to future performance. 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.
The information in this article does not qualify as an investment recommendation.
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