Investment trust products

Steps to Investing is sponsored by Janus Henderson Investors who are a leading fund manager and provider of investment trusts in the UK.

They run 13 investment trusts covering a wide range of countries, sectors and types of investment. The details below have been provided and approved by Janus Henderson for promotional purposes.

Investing in any of these investment trusts means putting your money to work in the stock market where its value can go up and down. This means if you sell your investment for a lower price than you paid for it, you will lose money. To learn more about investment risk, see Step 2.

Growth

Henderson Alternative Strategies Trust plc

The Henderson Alternative Strategies Trust invests in a diverse mix of other funds and trusts with the aim of generating income and growing shareholders’ investments over the long-term.

Risk rating: Above Average
Region: Global
Dividend frequency: Annual
More info

Manager Alex
since 1970

Income

Henderson Diversified Income Trust plc

The Henderson Diversified Income Trust invests mainly in bonds (debt) and loans with the aim of providing income for shareholders, and the prospect of growing their investment over the long term.

Risk rating: Below Average
Region: Global
Dividend frequency: Quarterly
More info

Manager John Pattullo
since 2007

Manager Jenna Barnard
since 2007

Growth

Henderson EuroTrust plc

The Henderson EuroTrust aims to grow shareholders’ money over the long-term and does this by investing in well-known large and medium-sized companies in Europe, excluding the UK.

Risk rating: Slightly Above Average
Region: Europe ex UK
Dividend frequency: Semi Annual
More info

Manager Jamie Ross
since 2017

Income & Growth

Henderson Far East Income Limited

The Henderson Far East Income Trust aims to generate a high level of income for shareholders by investing in companies across the Asia-Pacific region.

Risk rating: Slightly Above Average
Region: Pan-Asia
Dividend frequency: Quarterly
More info

Manager Michael Kerley
since 2007

Income & Growth

Henderson International Income Trust plc

Henderson International Income Trust invests globally outside the UK and its main objective is to generate increasing income for shareholders, as well as being a diversifier to UK portfolios.

Risk rating: Average
Region: Global
Dividend frequency: Quarterly
More info

Manager Ben Lofthouse
since 2011

Growth

Henderson Opportunities Trust plc

The Henderson Opportunities Trust invests in UK companies with high growth potential and aims to grow shareholders’ money (capital) over the long-term.

Risk rating: Slightly Above Average
Region: UK
Dividend frequency: Semi Annual
More info

Manager James Henderson
since 1990

Manager Laura Foll
since 2016

Income & Growth

Lowland Investment Company plc

The Lowland Investment Company looks for exciting growth companies in the UK that over the long-term will grow the value of shareholders’ investments, while providing a steady dividend income.

Risk rating: Average
Region: UK
Dividend frequency: Quarterly
More info

Manager Laura Foll
since 2016

Manager James Henderson
since 1990

Income & Growth

The Bankers Investment Trust plc

The Bankers Investment Trust aims to grow the value of shareholders’ investments and provide an increasing level of income by investing in a broad and diverse range of companies globally, including the UK.

Risk rating: Average
Region: Global
Dividend frequency: Quarterly
More info

Manager Alex Crooke
since 2003

Income & Growth

The City of London Investment Trust plc

The City of London Investment Trust looks to increase the value of shareholders’ investments and provide an income by investing mainly in well-known UK companies across sectors and industries.

Risk rating: Average
Region: UK
Dividend frequency: Quarterly
More info

Manager Job Curtis
since 1991

Growth

The Henderson Smaller Companies Investment Trust plc

The Henderson Smaller Companies Investment Trust aims to increase the value of shareholders’ investments over the long-term by investing in small and medium sized UK companies with high growth potential.

Risk rating: Slightly Above Average
Region: UK
Dividend frequency: Semi Annual
More info

Manager Neil Hermon
since 2002

Growth

TR European Growth Trust PLC

The TR European Growth Trust invests in small European companies that show high growth potential, and aims to increase the value of shareholders’ investments.

Risk rating: Above Average
Region: Pan-Europe
Dividend frequency: Annual
More info

Manager Ollie Beckett
since 2011