Overview
Henderson Alternative Strategies Trust (formerly Henderson Value Trust and, before that, SVM Global) aims to exploit global opportunities to provide long-term growth to shareholders via a diversified, international, multi-strategy portfolio which offers access also to specialist funds including hedge and private equity. The Company aims to outperform the FTSE World Index on a total return basis.
The fund manager’s website can be found here.
Research History
-
10 Sep 2020 5 min read
QuotedData’s Economic Roundup – September 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
-
07 Feb 2020 7 min read
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
-
06 Dec 2019 5 min read
QuotedData’s economic roundup – December 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
-
05 Jul 2019 6 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
-
18 Jan 2019 1 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]
-
18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
-
11 Jun 2018 2 min read
QuotedData’s Economic round up – June 2018
QuotedData’s Economic round up – June 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
-
1 min read
QuotedData’s investment companies roundup – June 2018
QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
-
25 Apr 2018 1 min read
Quarterly investment companies roundup – First quarter 2018
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
-
14 Feb 2017 1 min read
QuotedData investment companies roundup – February 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2017. Kindly sponsored by Baillie Gifford. February Investment Companies Roundup
News
-
30 Nov 2020 2 min read
QuotedData’s morning briefing 30 November 2020
In QuotedData’s morning briefing 30 November 2020: The Renewables Infrastructure Group raised £200m from its placing last week, and plans to issue 160m shares. The issue was oversubscribed. Technically, it might still not happen as the issue was done on the expectation that shareholders approve the issue of these shares at an EGM to be held […]
-
12 Oct 2020 1 min read
QuotedData’s morning briefing 12 October 2020
In QuotedData’s morning briefing 12 October 2020: Henderson Alternative Strategies reports that cash accounts for about 74% of the portfolio as at 9 October 2020. The manager expects that the cash level will rise to about 79% by mid-November 2020. Given the high percentage of cash in the portfolio, the current intention is to put forward […]
-
04 Aug 2020 4 min read
Henderson Alternative Strategies disappoints again
Henderson Alternative Strategies disappoints again – On 3 July 2020, shareholders in Henderson Alternative Strategies approved a plan tp sell off the portfolio and return the proceeds to shareholders. Over the year to the end of March 2020, the NAV total return on the fund was -13.8%, well below the -6.0% return posted by the fund’s […]
-
24 Feb 2020 2 min read
Henderson Alternative Strategies updates on its future as it seeks approval for realisation process
On 16 January 2020 we noted that Henderson Alternative Strategies (HAST) would be seeking approval for a realisation process after little appetite shown for greater illiquid exposure (click here to read more). The company has this published a circular this morning, including a notice of general meeting (to be held on 25 March 2020), setting out […]
-
16 Jan 2020 2 min read
Henderson Alternative Strategies to seek approval for realisation process after little appetite shown for greater illiquid exposure
Henderson Alternative Strategies (HAST) has released the following update: “In our interim results for the half-year to 30 September 2019, we reported that Alex Barr, the senior portfolio manager of the company, had undertaken a root-and-branch review of the portfolio and our company’s competitive positioning. In addition, he had been meeting shareholders and listening to […]
-
26 Nov 2019 1 min read
QuotedData’s other news 26 November 2019
In QuotedData’s other news 26 November 2019 – Schroder Real Estate (SREI) reported half-year results to 30 September 2019, with its real estate portfolio posting a total return of +2.5% over the period versus +1.0% by the MSCI/IPD Benchmark Index. There were £45 million of disposals during and post the period end. The company added that […]
-
24 Apr 2019 1 min read
Alex Barr joins Henderson Alternative team
Alex Barr joins Henderson Alternative team – Alex Barr will work as senior manager on Henderson Alternative Strategies Trust, alongside James de Bunsen and Peter Webster. Janus Henderson Investors has appointed Alex Barr to join its UK Multi-Asset and Alternatives team in London and he will be starting in July 2019. Alex will be co-manager on […]
-
26 Feb 2018 1 min read
Henderson Alternative Strategies adopts lower fee structure
Henderson Alternative Strategies adopts lower fee structure – The Board of Henderson Alternative Strategies Trust (HAST) as agreed with the managers of the fund Henderson Investment Funds Limited a new fee strategy that is lower than the previous level. Currently, the management fee is charged at a rate of 0.70% per annum. With effect from 1 April […]
-
15 Dec 2017 4 min read
Henderson Alternative Strategies benefits from marked discount narrowing
Henderson Alternative Strategies Trust (HAST) has announced its annual results for the year ended 30 September 2017. During the period, HAST provided an NAV total return of 10.8% and, reflecting a marked narrowing of the discount, a share price total return of 19.8%. The share price performance is superior to that of the company’s benchmark, […]
-
19 May 2016 2 min read
Henderson Alternative Strategies Board keeping close eye on performance
Henderson Alternative Strategies delivered a NAV total return of -2.3% during the half-year to 31 March 2016 compared to a rise of 11.5% in its FTSE World Total Return Index global equity benchmark. The Chairman’s statement says that, whilst the company tends to outperform in testing markets (e.g. for the six-month period to 30 September 2015), […]
-
21 Dec 2015 3 min read
Henderson Alternative Strategies sees performance pick up in second half
Henderson Alternative Strategies Trust has announced its annual results for the year ended 30 September 2015. During the period, the Company delivered a NAV total return of -5.0% compared with a 0.8% rise in its FTSE World Total Return Index global equity benchmark. However, the board say that they are very encouraged to see that […]
-
22 May 2015 2 min read
Henderson value trust underperformance masks portfolio developments
Henderson Value Trust interim results for the half-year ended 31 March 2015 show a NAV total return of 0.4% which compares against a 12.4% rise in its FTSE World Index benchmark. However, the managers that this this masks some encouraging developments within the investment portfolio. They say that new investments made by Henderson, which were in […]
-
21 Nov 2014 1 min read
Henderson Value Trust continuation vote looms
HVTR : Henderson Value Trust continuation vote looms At this year’s AGM shareholders of Henderson Value Trust will be asked to approve the continuation of the company in its current form. The company’s year end results make disappointing reading for shareholders but the Board is adamant that things are on an improving trend and the […]
-
17 Nov 2014 1 min read
Boardroom row at Henderson Value Trust
HVTR : Boardroom row at Henderson Value Trust The Chairman of Henderson Value Trust has resigned and given an interview to a Sunday Telegraph journalist following a row in the Board room about whether to publish the results of a report detailing the illiquidity of some of the funds holding (as it approaches the date […]
-
22 May 2014 1 min read
Henderson Value Trust : HVTR – interims
Henderson Value Trust has released its interim results for the half year to end March 2014. The net asset value barely changed over the period – rising from 290.2p to 290.8p but the share price fell from 245p to 240p meaning that the discount widened to 17.5%. The 1.1% total return on net assets underperformed […]
-
13 Jan 2014 1 min read
Henderson Value Trust : HVTR – final results
The financial year to the end of September 2013 was transformative for Henderson Value Trust as, following a period of disappointing investment performance, the management contract moved from SVM Asset Management to Henderson Global Investors and the fund changed its name (from SVM Global). Over the year the fund’s NAV rose by 4.3%, well behind the increase in its benchmark, […]
In The Press
-
25 Aug 2020 1 min read
Surviving the investment trust shake-up
Surviving the investment trust shake-up By Dave Baxter Investors Chronicle, 7 Aug 2020 A ‘Darwinian’ process of corporate action and shareholder scrutiny has long prevented the UK’s investment trust universe from getting bloated. The sector consisted of just 395 closed-ended funds at the end of June, according to Association of Investment Companies (AIC) data. By contrast, UK […]
-
26 Oct 2018 2 min read
QuotedData – Private Investor Events
QuotedData, the award-warning research house, has come on board as a sponsor for Master Investor Show 2018 and will join the Main Stage line-up on Saturday, 17 March, at London’s Business Design Centre. QuotedData’s CEO Edward Marten will host a panel session titled ‘Investment Companies – why are they the largest and fastest growing sector […]
