Henderson Global Care Growth
- Henderson employ EIRIS to provide ethical and sustainability research.
- Invests in 80-100 different stocks out of 1700 in its investment universe
- 10 Sustainability themes, 5 are Environmental and 5 are Social: Clean Energy, Efficiency, Environmental Services, Sustainable Transport, Water Management, Health, Knowledge, Quality of Life, Safety and Social Property & Finance
- Henderson has an active engagement policy with the companies it invests in
Fund summaryThe Henderson Global Care Growth OEIC is managed according to social, environmental and ethical criteria. These encompass both positive selection and avoidance criteria and are implemented using the Henderson research and engagement methodology. Long-term strategy: Providing long-term capital growth on the premise that sustainable development is a critical success factor and that solution providers will outperform over time. The fund applies the themed approach which combines traditional stock selection techniques with disciplined screening to identify undervalued investment ideas.
ManagementStart Date for fund manager: January 2012
Nick Anderson - Fund Manager
Nick Anderson is the fund manager for the Henderson Global Care Growth Fund, and Henderson Industries of the Future Fund and co-manager of the Henderson Global Care Managed Fund, Nick is also Head of Research, Global Equities at Henderson. He joined Henderson in 2011 together with the Global Equity team from Gartmore where he held the same position since September 2010. Nick has over 20 years’ investment industry experience including six years at Insight Investment where he was Head of Equity Research. Prior to this, he was Head of Pan European Research at Schroder Investment Management and has held a number of portfolio management positions.
Ethical screens and 'informal screens'This fund has 17 full or informal screens applied:
To find out more about ethical screens, click here.
In addition to the negative screens listed above, Henderson Global Care Growth does not invest in companies involved in the following areas:
Irresponsible marketing - Companies that have consistently had public complaints upheld against them by the Advertising Standards Authority (ASA) or have irresponsibly marketed products, such as breast milk substitutes, to developing countries
Oppressive Regimes - Companies with subsidiaries or associated interest which support the activities of oppressive regimes, or companeis which use faced labour are avoided
Chemicals - Companies which manufacture, store, wholesale or retail chemicals or products containing chemicals which are subject to bans or severe restrictions in major markets around the world or referenced by internationally agreed lists (the Rotterdam Convention) and seek at all times to operate to the highest standards available.
Road Building - Companies that generate more than 10% of turnover from road building.
Tropical hardwood - Companies active in the extraction, clearing, processing or import of tropical hardwood products
Top Ten holdings
- Microsoft corp2.80%
- Mednax inc2.60%
- Continental ag2.60%
- Pentair inc2.60%
- Schneider electric2.50%
- Davita healthcare partners inc2.30%
- Acuity brands inc2.20%
- Lkq corp2.20%
- Regal beloit corp,2.20%
What are the risks?
Some of the information on this page and other related pages is provided to you for your information and is received from the Fund Management Company administering this fund. Worldwise Investor accepts no liability for the reliability or accuracy of the data provided by third parties. Read more about our data sources in our Terms & Conditions. Some performance differences between the fund and the benchmark may arise because the fund performance is calculated at a different valuation point from the benchmark.
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Asset class: Equity
Launch date: 1 August 1991
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