Video updates
Graham Kitchen: Outlook on markets - 7/8/11
Graham Kitchen, Head of UK Equity, gives his general outlook on current markets
John Pattullo: Bond Market update - 7/1/11
John, Pattullo, Head of Retail Fixed Income, gives his general update on bond markets
John Pattullo: Market update - 6/7/11
John Pattullo, Head of Retail Fixed Income, gives his general market update
Michael Kerley: Asian Macroeconomic update - 5/11/11
Michael Kerley, Director of Pan Asian Equities, reviews the current status of Asian markets
Michael Wood-Martin: Japan and market update - 5/5/11
Michael Wood-Martin, Director of Japanese Equities, reviews current status of the Japanese markets
Andrew Beal: Asian Macroeconomic update - 5/3/11
Andrew Beal, Director of Pan Asian Equities, gives his general Asian macroeconomic update
Iain Clark: European debt and market update - 4/19/11
Iain Clark, CIO-International, reviews current status of European debt and market update
The Henderson International Opportunities Fund performance (A Shares at NAV) as of 6/30/11 is as follows: 1-year, 25.59%; 5-years, 4.04% and since inception (8/31/01), 11.21%.
The Henderson Global Technology Fund performance (A Shares at NAV) as of 6/30/11 is as follows: 1-year, 38.91%; 5-years, 10.41% and since inception (8/31/01), 8.83%.
Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. For the most recent month-end performance, please visit the Prices and Performance page. Performance results with sales charges reflect the deduction of the maximum front-end sales charge of 5.75%. As stated in the current prospectus, the International Opportunities and Global Technology Fund's annual operating expense ratios (gross) are 1.49% and 1.64%, respectively. Performance presented at Net Asset Value (NAV) which does not include these sales charges would be lower if these charges were reflected. The Funds' annual operating expenses will likely vary from year to year. It is important for you to understand that a decline in the Funds' average net assets during the current fiscal year due to recent market volatility or other factors could cause the Fund's expense ratios for the Funds' current fiscal year to be higher than the expense information presented. Returns greater than one year are annualized.
The recent growth rate in the stock market has helped to produce short- term returns for some asset classes that are not typical and may not continue in the future. Because of ongoing market volatility, Fund performance may be subject to substantial short-term changes.
These videos may reference individual securities that may or may not currently be held by Henderson Global Funds. Updated holdings for each Fund may be found by clicking the mutual fund full holdings link provided. The views in these videos are of the Fund Manager's views as of the date of the video and may be subject to change. This should not be considered an offer to sell or a solicitation of an offer to buy any securities. The information is intended to provide Henderson's interpretation of current market conditions and does not constitute investment advice.
Conference calls
Henderson's Portfolio Managers host national conference calls to financial advisers across the country. During the calls, they discuss current economic conditions and global stock markets, give their global economic outlook and answer questions regarding specific Funds.
The International Opportunities Fund has an overall 4 star rating. Overall Morningstar Rating for Class A Shares among 714 Foreign Large Blend Funds as of 6/30/11. Morningstar Ratings are based on risk-adjusted returns. The Overall Morningstar Rating for the Fund is derived from a weighted average of the performance figures associated with its 3- and 5- year Morningstar Ratings. Past performance is not an indicator of future results.
Since inception, the Fund has performed in the top quartile of its peer group in 7 of the last 8 calendar years, Morningstar Foreign Large Blend Percentile Rank: 2002: 9% (38/370); 2003: 2% (14/409); 2004: 15% (68/452); 2005: 24% (138/502); 2006: 15% (74/570); 2007: 12% (74/683); 2008: 8% (59/778); 2009: 37% (307/823).
As of 6/30/11, the Henderson International Opportunities Fund's numeric Morningstar rankings with respect to the Foreign Large Blend Category for the 1, 3 and 5 year periods were 730/826, 131/714 and 81/539 funds.
Biographies
Andrew Beal - Director of Pan Asian Equities
Andrew Beal, Director of Pan Asian Equities, is a Portfolio Manager of the Henderson Emerging Markets Opportunities Fund Asia sub-portfolio. He joined Henderson Global Investors in 1995 and has over 20 years of experience in the investment industry. Prior to joining Henderson, Mr. Beal was a Lead Portfolio Manager, Emerging Markets and Pacific Rim, at Nicholas Applegate Captial Management.
Iain Clark - Chief Investment Officer
Iain Clark, Chief Investment Officer, International, is the lead Asset Allocation Strategist for the Fund. He joined Henderson Global Investors in 1985 and has more than 37 years of investment management experience. His investment career began at Schroders, where he spent 12 years as an Assistant Director of the Far East team.
Alex Crooke - Director of Value and Income
Alex Crooke, Director of Value and Income, is a Portfolio Manager for the Henderson Global Equity Fund. He joined Henderson Global Investors in 1994 and has over 20 years of Income experience in the investment management industry. Prior to joining Henderson, Mr. Crooke was an Investment Analyst at Equitable Life Assurance Society responsible for US Equity Research.
Michael Kerley - Director of Pan Asian Equities
Michael Kerley, Director of Pan Asian Equities, is a Portfolio Manager of the Henderson Japan-Asia Fund and the Asia Pacific sub-portfolio of the Henderson International Opportunities Fund. Mr. Kerley has over 25 years of experience in the investment field.
Graham Kitchen - Head of UK Equity
Graham Kitchen is the Head of UK Equity for Henderson Global Investors. He joined Henderson Global Investors in 2005 and has over 17 years of Income experience in the investment management industry. Prior to joining Henderson, Mr. Kitchen was the Head of UK Equities at Threadneedle Investments.
Bill McQuaker - Head of Equities
Bill McQuaker is the Head of Equities for Henderson Global Investors. He joined Henderson Global Investors in 2005 and has over 21 years of experience in the investment management industry. Prior to joining Henderson, Mr. McQuaker had an extensive career in investment banking at Credit Suisse First Boston and Nat West Securities.
John Pattullo - Head of Retail Fixed Income
John Pattullo is the Head of Retail Fixed Income for Henderson Global Investors. He joined Henderson Global Investors in 1997 and has over 14 years of experience in the investment field. Mr. Pattullo began his investment career in 1993 at Price Waterhouse Coopers as an Audit Supervisor. Has has spent the majority of his investment career specializing in the Fixed Income sector.
Stephen Peak - Head of Pan European Specialist Equities
Stephen Peak, Head of Pan European Specialist Equities, is the lead Portfolio Manager for the European Focus Fund and manages a European sub-portfolio of the International Opportunities Fund. He joined Henderson Global Investors in 1992 and has over 34 years of experience in investment management and research. He began his investment career in 1975 at Norwich Union Insurance Group as a Fund Manager.
Ian Warmerdam - Director of Technology Investments
Ian Warmerdam, Director of Technology Investments, is a Portfolio Manager for the Henderson Global Technology Fund and the Technology sub-portfolio of the International Opportunities Fund. He joined Henderson Global Investors in 2001 and has over 13 years of experience in the investment management industry. He began at Scottish Life, where he spent the majority of his investment career specializing in the Technology sector.
Michael Wood-Martin - Director of Japanese Equities
Michael Wood-Martin, Director of Japanese Equities, is a Portfolio Manager for the Henderson Global Japan-Asia Focus Fund and the Japanese sub-portfolio of the International Opportunities Fund. He joined Henderson Global Investors in 1987 and has over 24 years of experience in the investment management industry and has spent the majority of his investment career specializing in Japanese equities.