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
Management
Start Date for fund manager: January 2012Nick 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:
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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
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Oppressive Regimes - Companies with subsidiaries or associated interest which support the activities of oppressive regimes, or companeis which use faced labour are avoided
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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.
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Road Building - Companies that generate more than 10% of turnover from road building.
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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%
- Smith(ds)2.60%
- 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.
Get investment advice
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Fund Performance
Further information
Website: http://www.henderson.com/sites…
Contact number: 0800 832 832
Factsheet: click here (PDF)
Latest fund news
news The story of 'Closed' funds on Worldwise Investor
By Mark Hoskin on 20 August 2012 Fund News
news Why IM WHEB's Sustainability fund should be considered by investors looking for a global equity fund
By Mark Hoskin on 28 June 2012 Fund News
news No more Henderson Global Care Income
By Nick Anderson, on 14 February 2012 Fund News
news Henderson merge Global SRI funds
By Nick Anderson, on 14 February 2012 Fund News
news Management changes to Henderson's SRI funds announced
By Mark Hoskin on 12 December 2011 Fund News
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In the Press
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Key facts
Theme: Multi-thematic
Asset class: Equity
Launch date: 1 August 1991
| Type | Yield | 1yr TRR | TER | Theme | Facts | Mgr | Fav |
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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.
