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Henderson HF Global Technology A2 USD

Ranked 7 out of 14 in - Technology over 12 months
All calculations are in EUR unless stated

Managed by

Graeme Clark

Richard Clode

Stuart O'Gorman

Born in 1974 in Birmingham, Stuart O'Gorman obtained a Masters degree in Financial Economics from Dundee University and a Diploma in Investment Analysis from the University of Stirling. Stuart started his financial career with Aegon in 1996 as a specialist technology fund manager and moved to Henderson in 2000 where he is currently Director of Technology Investment. Stuart manages the Henderson Horizon Global Technology fund and the Global Technology fund. He uses a growth with reasonable price (GARP) approach coupled with extensive botton-up analysis. Stuart is an associate member of ASIP. He lists cricket and golf as his interests outside of fund management.

Alison Porter

Alison Porter joined Henderson in 2014 as a portfolio manager in the Global Technology team. Alison started her career at Ignis Asset Management (then Britannia Life) as an investment analyst before becoming an investment manager responsible for stock selection across a number of different sectors in US equities including healthcare and technology. Alison’s role expanded to Co-Manager/Manager of the Global Technology Fund, later becoming Head of US Equities in 2003. Alison has a Masters in Investment Analysis from the University of Stirling and a BA (Hons) in Economics and Industrial Relations from the University of Strathclyde. She also holds the Investment Management Certificate (IMC), has passed the IMMR examinations and is a CFA member.

Objective

The investment objective of the Global Technology Fund is to seek longterm capital appreciation by investing in a globally diversified portfolio of technologyrelated companies. The Fund aims to take advantage of market trends internationally. The Fund takes a geographically diversified approach and operates within broad asset allocation ranges.

Showing fund performance in Portugal View performance globally

Performance

Technology over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.3% 0.9% 4.5%
2016 9.3% -7.1% 0.4% 12.4% 4.3%
2015 15.9% 12.5% -3.3% -6.4% 13.9%
2014 25.9% 0.4% 5.0% 9.7% 9.0%
2013 20.2% 7.1% -1.0% 4.6% 8.3%
2012 11.6% 16.8% -5.7% 7.0% -5.3%
2011 -0.5% -0.7% -4.5% -4.2% 9.5%
2010 21.2% 8.8% -1.1% 2.3% 10.1%
2009 55.3% 7.1% 15.2% 8.9% 15.6%
2008 -39.2% -22.9% 1.3% -5.1% -18.0%
2007 10.6% -1.3% 12.5% 3.3% -3.6%
2006 -0.3% 4.6% -12.7% 5.7% 3.2%
2005 22.3% -1.2% 9.1% 5.1% 8.0%
2004 -0.5% 6.4% 0.2% -12.0% 6.1%
2003 24.4% -2.6% 16.3% 11.4% -1.4%
2002 -54.4% -11.5% -33.0% -27.9% 6.6%
2001 -51.1% -43.3% 11.2% -48.2% 49.7%
2000 -3.8% 40.6% -6.9% 13.8% -35.4%
1999 241.5% 23.7% 16.0% 17.5% 102.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Apple Inc ORD 8.04
Facebook Inc ORD 6.98
Microsoft Corp ORD 5.28
Alphabet Inc ORD 5.16
Samsung Electronics Co Ltd ORD 4.42
Alphabet Inc ORD 4.07
Alibaba Group Holding Ltd DR 3.96
Visa Inc ORD 3.64
Broadcom Ltd ORD 3.22
Tencent Holdings Ltd ORD 3.11
31/07/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Isle of Man
  12. Italy
  13. Luxembourg
  14. Macau
  15. Malta
  16. Netherlands
  17. Norway
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date15/10/1996
  • Share Class size1,627Mn
  • Base currencyUSD
  • ISIN LU0070992663

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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