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See Henderson US Growth fund as a pension fund
See underlying Henderson US Growth fund

FNW Henderson US Growth

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to provide long-term capital growth by investing in the shares of large US companies. The fund may invest up to 15% in cash or other cash instruments from time to time.

Fund Manager ( Underlying )

Tom Marsico




Primary Asset Class

Fund Size

GBX 0.45m as at 31-Oct-2014

Downloads ( Underlying )

Unit Name

FNW Henderson US Growth S4





Initial Charge


Unit Currency




Annual Charge



GBX 138.30

Change (Mid)

-1.30 (-0.93%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 8.05 1.02 8.56 9.33 45.58 48.87
Sector 10.07 1.63 8.01 11.83 50.91 68.29
Benchmark 14.62 2.80 10.69 16.73 70.28 105.02

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 25.61 3.45 -10.29 16.31 11.32
Sector 24.94 6.17 -2.58 15.56 18.69
Benchmark 29.93 10.91 2.87 18.68 12.60

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 95.80
Cash 4.20

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
USA 95.80
Cash 4.20

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Consumer Discretionary 27.70
Information Technology 23.30
Health Care 16.50
Industrials 13.00
Materials 6.20
Energy 5.50
Cash 4.20
Consumer Staples 1.80
Financials 1.80

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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