Nov 08 - Fitch Ratings has affirmed Henderson Pan European
Equity Fund's 'Strong' Fund Quality Rating. The fund is managed by Henderson
Launched in November 2001, the Henderson Pan European Equity Fund is a sub-fund
of the Luxembourg SICAV 'Henderson Horizon Fund', with EUR1.7bn of assets, as of
The fund adopts a traditional long-term, bottom-up investment approach. The
focus is on identifying good quality, reliable companies that are considered to
have a higher growth potential than reflected in the current market price.
Quantitative and qualitative research is conducted in tandem. Stock selection
and portfolio construction is enacted by the portfolio managers who have
autonomy to run the portfolio, but are subject to strict oversight from an
independent risk function. The fund is co-managed by Tim Stevenson and William
Stormont, who have combined experience of nearly 40 years in European equities.
The fund has consistently outperformed the Lipper category "Equity Europe". The
strong track record is illustrated by a Lipper Leader Consistent Return score of
five (highest quintile) over five and ten years, and four over three years.
Henderson is a listed, global asset manager with GBP64.8bn assets under
management as of end-September 2012. Henderson has a long track record of
managing European equities, managing around EUR13bn of them as of June 2012.
Fitch's Fund Quality Ratings combine Fitch's experience in qualitative fund
analysis with rankings and performance data from Lipper, a Thomson Reuters
company. Fitch's Fund Quality Ratings offer an independent, forward-looking
assessment of a fund's key performance and risk attributes and consistency of
longer-term returns, relative to peer group or benchmarks. The ratings focus on
the fund manager's investment process, key fund performance drivers, risk
management, and the quality of the fund's operational infrastructure. For more
information, please see www.fitchspotlight.com/FQR.
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