Well positioned going into 2021

published 26 February 2021

Ben Lofthouse, Fund Manager of Henderson International Income Trust, delivers an update on the Trust's recent performance, highlighting which regions and sectors have been driving this performance. Ben also discusses how latest events have affected the Trust and global equity markets, his outlook for the year, the latest portfolio activity and where the Trust is being positioned to find the best opportunities as the year continues.

Discover the latest research and insights on investment trusts from Janus Henderson

Disclaimer

Glossary

Disclaimer

Diversification: way of spreading risk by mixing different types of assets/asset classes in a portfolio.

Disclaimer

Net asset value (NAV): The total value of a fund's assets less its liabilities

Disclaimer

Leverage: The use of borrowing to increase exposure to an asset/market. This can be done by borrowing cash and using it to buy an asset, or by using financial instruments such as derivatives to simulate the effect of borrowing for further investment in assets.

Disclaimer

Volatility: The rate and extent at which the price of a portfolio, security or index, moves up and down.

Disclaimer

Thematic investing: an approach which focuses on predicted long-term trends rather than specific companies or sectors, enabling investors to access structural, one-off shifts that can change an entire industry

Disclaimer

Distribution disclaimer:

Disclaimer

References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security. Janus Henderson Investors, one of its affiliated advisor, or its employees, may have a position mentioned in the securities mentioned in the report.

Disclaimer

Not for promotional purposes. Not for distribution in European Union member countries.

Disclaimer

Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. [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. [Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change]. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. [We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.]

Disclaimer

Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).

Disclaimer

[Janus Henderson, Janus, Henderson, Perkins, Intech, VelocityShares, Knowledge. Shared and Knowledge Labs] are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.