Henderson Global Care Growth

Worldwise summary

  • 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 summary

The 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.

Fund objectives

To provide long term capital growth and increasing income by investment in a spread of equities, convertibles and fixed interest stocks world-wide. Investment will only be made in those companies whose products and practices are considered by the ACD (Authorised Corporate Director) to enhance the environment and life of the community.

Management

Start Date for fund manager: January 2012

Nick Anderson - Fund Manager

Nick AndersonNick 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:

Alcohol
Animal Testing - cosmetic products
Animal Testing - medical products
Armaments
Fur Trade
Gambling
Genetic Engineering
High Carbon Fuels
Human Rights
Intensive Farming
Meat Products
Mining and Quarrying
Nuclear
Pollution
Pornography
Production of Harmful Chemicals
Tobacco

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 corp
    2.80%
  • Mednax inc
    2.60%
  • Continental ag
    2.60%
  • Pentair inc
    2.60%
  • Smith(ds)
    2.60%
  • Schneider electric
    2.50%
  • Davita healthcare partners inc
    2.30%
  • Acuity brands inc
    2.20%
  • Lkq corp
    2.20%
  • 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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Fund Performance

Further information

Website: http://www.henderson.com/sites…

Contact number: 0800 832 832

Factsheet: click here (PDF)

In the Press

Green funds move into the fast lane
FT Adviser on 24 October 2011

Key facts

Theme: Multi-thematic

Asset class: Equity

Launch date: 1 August 1991


Type Yield 1yr TRR TER Theme Facts Mgr Fav

Sector breakdown

Regional breakdown


The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.

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