Henderson Global Growth Fund Acc


Buy Price (as of 22/08/2017) £30.8027  Sell Price (as of 22/08/2017) £29.5306   Day Change :  0.57%     Fund Code:  NSTEA 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Ronan Kelleher is a Portfolio Manager focused on the Global Growth strategy at Henderson. In January 2016, Ronan was appointed co-manager of an onshore global growth equities fund, having been co-manager of the offshore version since January 2015. He joined Henderson in January 2011, initially working as a Fund Manager Assistant before becoming an Investment Analyst in 2012 and an Associate Fund Manager in 2015. Ronan is a generalist equities analyst for the Global Growth strategy, having previously covered IT Hardware stocks and Initial Public Offerings (IPOs) for the Technology team. Prior to working at Henderson, he worked at SIG in Dublin, Ireland as an operations associate. Ronan holds an MSc in Finance and Investment from the University of Edinburgh and a BSc (Hons) in Finance from University College Cork in Ireland. Ronan is a CFA charterholder and holds the Investment Management Certificate (IMC).

Biography

Ian Warmerdam is Director of Henderson Global Growth Equities. He and his team manage global growth funds and growth sleeves of larger global equity portfolios. He has been a Director at Henderson since 2007. Ian joined Henderson in 2001 and has 20 years of industry experience. Prior to joining Henderson he worked at both Scottish Widows and Scottish Life where his career began as a US equities investment analyst. Ian has an MSc in investment analysis from the University of Stirling and a BSc in Technology and Business Studies from the University of Strathclyde. He is also an Associate Member of the Society of Investment Professionals (ASIP)
Investment HouseHenderson
Fund ProviderJanus Henderson Investors
ManagerRonan Kelleher   Biography
ManagerIan Warmerdam   Biography

Fund Objective To achieve above average long term capital growth. The Fund will invest principally in a concentrated portfolio of global securities with a bias to those securities where innovation drives competitive advantage and where the fund manager considers them to be under appreciated and which offer sustainably high levels of growth.

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB0007018194
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMGlobal Large-Cap Growth Equity
Dividend FrequencyYearly
Historic Yield0.00%

Annual Charges

Morningstar ratings

 as of  30/06/2017
OverallN/A
3 YearsN/A
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  22/08/2017

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
4.882.998.98-1.777.11
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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