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Henderson European Focus B (HFEBX)

33.49 Up 0.16(0.48%) Sep 12

Profile as of Aug 30, 2014Get Profile for:
Henderson European Focus B
Phone: 866-343-6337
Fund Overview 
Category:Europe Stock
Fund Family:Henderson Global
Net Assets:2.41B
Year-to-Date Return:0.21%
Morningstar Rating:3 stars
Fund Inception Date:Aug 31, 2001
Morningstar Style Box 
Europe Stock
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Management Information 
Stephen Peak
Lead Manager since Aug 31, 2001
Stephen Peak is Director of International Equities and manages the Europe, Middle East and Africa (EMEA) sub-portfolio of the Henderson Emerging Markets Opportunities Fund. He is also the lead Portfolio Manager for the International Opportunities Fund and European Focus Fund. He is recognized as one of the UK’s most accomplished stock pickers. He describes his investment style as bottom up – a stock picking approach that encompasses both growth and value opportunities.
Investment Information 
Min Initial Investment:500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
HFEBX can be purchased from 42 brokerages.

Fund Summary 
The investment seeks to achieve long-term capital appreciation primarily through investment in equities of European companies. The fund invests at least 80% of its net assets in equity securities of European companies. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It has no limits on the geographic asset distribution of its investments within Europe. The fund may also invest a substantial amount of its assets in issuers located in a single country or a limited number of countries and may invest up to 15% of its net assets in illiquid securities.

Fund Operations 
Last Dividend (Dec 26, 2012) : 0.10
Last Cap Gain : 0.00
Annual Holdings Turnover (Dec 30, 2013) : 115.00%
Average for Category:44.76%
Fees & Expenses 
ExpenseHFEBXCategory Avg
Annual Report Expense Ratio (net):2.32%1.46%
Prospectus Net Expense Ratio:2.33%N/A
Prospectus Gross Expense Ratio:2.33%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.11%
Max Deferred Sales Load: 5.00%2.44%
3 Yr Expense Projection*:1,028682
5 Yr Expense Projection*:1,3461,099
10 Yr Expense Projection*:2,4652,266
* Per $10,000 invested