Investments
Investments

Finding the right investments for you

If you feel you’re ready to invest in the markets, we’ve created a list of funds below that we believe are suitable for private investors, just to help you with some ideas. We’re not pointing you to invest in any of them necessarily – that is for you to decide if they fit in with your strategy. 

If you’re still not comfortable choosing your own investments, it might be sensible to spend some time and money with a financial adviser.

To help you filter the list, you can either select by the fund structure, so actively managed ‘investment trusts’ or ‘funds’, or by passively managed ‘trackers’; or by the investment style, so whether the fund is aiming for growth, income or both. 

Don’t forget you can submit us a question if you need some help.

Janus Henderson
Manager

Alex since 1970

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
Manager

Alex since 1970

Janus Henderson
Manager

John Pattullo since 2007

Jenna Barnard since 2007

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
Manager

John Pattullo since 2007

Jenna Barnard since 2007

Janus Henderson
Manager

Jamie Ross since 2017

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
Manager

Jamie Ross since 2017

Janus Henderson
Manager

Michael Kerley since 2007

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
Manager

Michael Kerley since 2007

Janus Henderson
Manager

David Smith since 2014

The Henderson High Income Trust invests in UK equities and bonds with the aim of generating attractive and reliable dividend payments for shareholders.

Risk rating: Average
Region: UK
Dividend frequency: Quarterly
Manager

David Smith since 2014

Janus Henderson
Manager

Ben Lofthouse since 2011

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
Manager

Ben Lofthouse since 2011

Janus Henderson
Manager

James Henderson since 1990

Laura Foll since 2016

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
Manager

James Henderson since 1990

Laura Foll since 2016

Janus Henderson
Manager

Laura Foll since 2016

James Henderson since 1990

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
Manager

Laura Foll since 2016

James Henderson since 1990

Janus Henderson
Manager

Alex Crooke since 2003

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
Manager

Alex Crooke since 2003

Janus Henderson
Manager

Job Curtis since 1991

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
Manager

Job Curtis since 1991

Janus Henderson
Manager

Neil Hermon since 2002

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
Manager

Neil Hermon since 2002

Janus Henderson
Manager

Ollie Beckett since 2011

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
Manager

Ollie Beckett since 2011