Mutual Fund Insights: Henderson European Focus B Fund (HFEBX)

In-depth Analysis of Henderson European Focus B Fund (HFEBX)

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See Henderson European Focus B Fund (HFEBX) performance details as of February 28, 2010

  

Last Trade: $23.12 on 3/19/2010, Change: -0.21 (-0.9%)

  

Fund Manager - Stephen Peak

Fund Manager Tenure: 8.6 years   [Similar Funds: HFEAX  HFECX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

Stephen Stephen Peak is Head of the Pan-European Equities Investment Team and has managed the TR European Growth Trust since the Company was launched in 1990. Stephen Peak is recognised as a leading specialist in Continental European investment. Stephen Peak describes his investment style as bottom up – a stock picking approach that encompasses both growth and value opportunities.  Get more insights on Stephen Peak

  

 What we like about Henderson European Focus B Fund (HFEBX)

Data for Henderson European Focus B Fund (HFEBX) as of February 28, 2010

• Henderson European Focus B Fund (HFEBX) management has been with Henderson European Focus B Fund for 8.6 years
• Henderson European Focus B Fund (HFEBX) has good short-term performance (1-year return 98.18% vs 68.46 % Europe Stock category average)
• Henderson European Focus B Fund (HFEBX) has good Long-term performance (5-year return 6.84% vs 2.40 % Europe Stock category average)
• Henderson European Focus B Fund (HFEBX) ratio of up-years vs down years is greater than 2
• Henderson European Focus B Fund (HFEBX) has a Morningstar rating of 4 and above
• Henderson European Focus B Fund (HFEBX) has an annual stock turnover rate of 51.00% vs Europe Stock average of 160.10%. It is good that Henderson European Focus B management does not trade extensively for its return.

  

 What we are cautious about Henderson European Focus B Fund (HFEBX)

Data for Henderson European Focus B Fund (HFEBX) as of February 28, 2010

• Henderson European Focus B Fund is a focused fund with 30.70% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Henderson European Focus B Fund (HFEBX) has a less-than-ideal mid-term performance (3-year return -2.73% vs -8.95 % Europe Stock category average)
• Henderson European Focus B Fund (HFEBX) is more volatile than its peers as it has a 3-year Standard Deviation of 31.26 that is higher than category average of 28.45
• Henderson European Focus B Fund (HFEBX) has a higher management fee of 2.47% than its Europe Stock average of 1.73%
• Henderson European Focus B Fund (HFEBX) carries a 5% load

See Henderson European Focus B Fund (HFEBX) performance details as of February 28, 2010

  

  

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Henderson European Focus B Fund (HFEBX) Net Asset

Track net asset change of Henderson European Focus B fund (HFEBX)

Date	Net Asset
02/2010	$525.37M
01/2010	$36.32M
11/2009	$37.65M

More historic net asset information on Henderson European Focus B Fund (HFEBX)

  

Henderson European Focus B Fund (HFEBX) Portfolio Allocation

Track portfolio allocation change of Henderson European Focus B fund (HFEBX)

Date	Cash	Stock	Bond	Other
09/2009	4.92%	91.39%	0%	3.68%
06/2009	9.26%	87.41%	0%	3.32%
03/2009	0%	95.94%	0%	4.06%

Click here to see more historic asset allocation information on Henderson European Focus B Fund (HFEBX)

  

Most Recent Top 10 Holdings in Henderson European Focus B Fund (HFEBX)

Discover what Henderson European Focus B Fund (HFEBX) manager is buying

30-Sep-09 CENTRAL EUROPE & RUS [5.2%] FIDELITY TREASURY FUND [4.92%] European Goldfields [3.16%] DWS HIGH INC SBI NEW [3.1%] BANCO SANTANDER CHI [2.91%] HEICO CP [2.61%] Virgin Media Inc. [2.57%] JSC KazMunaiGas Exploration Production GDR [2.44%] BARCLAYS PLC [2.32%] TULLOW OIL PLC [2.22%]

30-Jun-09 FIDELITY TREASURY FUND [9.01%] CENTRAL EUROPE & RUS [8.12%] TULLOW OIL PLC [3.47%] [3.21%] BANCO SANTANDER CHI [2.98%] BARCLAYS PLC [2.85%] DWS HIGH INC SBI NEW [2.7%] UBS AG (NEW) [2.66%] JSC KazMunaiGas Exploration Production GDR [2.64%] European Goldfields [2.63%]

31-Mar-09 Centamin Egypt Limited [8.85%] Tullow Oil PLC [4.02%] Cairn Energy [3.81%] Temenos Group AG [3.74%] Fresnillo PLC [3.67%] Gazprom OAO (EDR) [3.32%] European Goldfields [3.28%] Kingdom Hotel Investments GDR [3.02%] Carlsberg A/S [2.9%] JSC KazMunaiGas Exploration Production [2.89%]

Click here for Stock Holding Change Map in Henderson European Focus B Fund (HFEBX)

  

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See more information on Henderson European Focus B Fund (HFEBX)

• Henderson European Focus B Fund Insights
• Henderson European Focus B Fund Performance Data
• Henderson European Focus B Fund News
• Henderson European Focus B Fund Score Explaination
• Henderson European Focus B Fund Manager Information
• Historic Henderson European Focus B Fund Asset Allocation Report
• Historic Henderson European Focus B Fund Top 10 Holding Tracking
• Historic Henderson European Focus B Fund Asset Under Management Tracking