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Janus Henderson UK Alpha A Acc

Ranked 222 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Neil Hermon

Expert number cruncher Neil Hermon earned a degree in mathematics from Cambridge University’s Selwyn College before beginning his career at Ernst and Young accountants in 1989. He joined General Accident Investment Management as an investment analyst in 1993, and began managing funds a year later. Having worked his way through the ranks to become head of UK smaller companies, he switched to Morley Fund Management in 1998 to begin a four-year stint in a similar role. Hermon moved to Henderson Global Investors in 2002 to take control of the Henderson UK Smaller Companies OEIC. He was named head of pan-european smaller companies in November 2004. Away from the office, Hermon enjoys playing cricket, squash and badminton.

Indriatti Van Hien

Objective

To achieve capital growth through a relatively concentrated portfolio. The fund will invest principally in the securities of UK companies.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 222/255 Total Return
  • Rank 204/255 Standard Deviation
  • Rank 206/255 Max Drawdown
Fund Name Currency Loss
204 Artemis Capital R Acc GBP

-17.1%

205 Ardevora UK Equity B GBP

-17.1%

206 Janus Henderson UK Alpha A Acc GBP

-17.1%

207 BGF United Kingdom A2 GBP GBP

-17.4%

208 Phoenix UK A GBP

-17.4%

208 Pentaris QIAIF plc - Phoenix UK F GBP GBP

-17.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -15.3% -6.6% 7.7% -0.8% -15.1%
2017 21.2% 3.7% 7.0% 4.0% 5.1%
2016 9.7% -2.1% -3.5% 12.8% 2.9%
2015 10.5% 7.2% 2.8% -5.1% 5.7%
2014 2.7% 0.6% -2.4% 0.7% 3.9%
2013 21.0% 3.0% -0.5% 8.3% 9.0%
2012 5.3% 18.7% -17.0% 4.3% 2.5%
2011 -21.4% -1.9% -4.8% -20.1% 5.3%
2010 24.2% 4.7% -9.3% 14.1% 14.6%
2009 35.6% -8.0% 12.7% 27.9% 2.2%
2008 -39.3% -3.1% -2.1% -20.6% -19.6%
2007 3.1% 4.0% 3.3% -1.7% -2.4%
2006 20.4% 10.7% -5.0% 5.6% 8.3%
2005 22.0% 1.9% 0.9% 8.8% 9.0%
2004 24.8% 10.9% 0.9% 1.2% 10.2%
2003 32.5% -4.8% 18.6% 10.8% 5.9%
2002 -20.6% 5.3% -7.7% -16.5% -2.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.68%
John Laing Group PLC ORD 5.04%
Cineworld Group PLC ORD 3.44%
Intermediate Capital Group PLC ORD 3.20%
GBP Cash 3.16%
HSBC Holdings PLC ORD 3.07%
Prudential PLC ORD 3.06%
NMC Health PLC ORD 2.80%
Clinigen Group PLC ORD 2.56%
Bellway PLC ORD 2.54%
28/02/2019

Registered For Sale In

  1. France
  2. Spain
  3. United Kingdom

Fund Info

  • Launch date09/11/2001
  • Share Class size403Mn
  • Base currencyGBP
  • ISIN GB0030956949

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.25%

Related News

A-rated Ross takes on €3.9bn fund in Henderson reshuffle

James Ross has been appointed lead manager on the Henderson Pan European equity fund, with Neil Hermon assuming control of his UK Alpha fund.  

Henderson's Hermon seizing opportunities after Brexit blow

Wrong-footed by EU referendum, Henderson smaller companies manager responds by buying over-sold companies including Brewin Dolphin and Jupiter.

Frying pan or fire: managers' oil/miners dilemma

With the oil price still low, and miners struggling with commodity surplus, how are managers navigating these giants?

AAA-rated Ross: the stunning opportunity for UK insurers

The manager of the Henderson UK Alpha fund is also interested by the opportunity posed by online gambling companies.

Stephen Peak: this cloud may hang over Barclays for some time

Henderson's European equity head fears the reputational damage to Barclays following its £290 million fine could be long lasting and that CEO Bob Diamond may eventually be forced to stand down.

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