Jenna Barnard | Fund manager factsheet | Henderson Global Investors Ltd

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FE Trustnet Fund managers

Manager factsheet

Jenna Barnard
Henderson Global Investors Ltd
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	FE Trustnet verdict Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.

Manager profile

Jenna Barnard is Director of Retail Fixed Income and co-manages Henderson Diversified Income Limited, the Henderson Preference and Bond, Henderson Managed Distribution Fund, Henderson Worldwide Income Fund and Strategic Bond Funds alongside John Pattullo. Jenna joined Henderson Global Investors in 2002 as Credit Analyst, Assistant Portfolio Manager and progressed to Credit Portfolio Manager in 2004. Prior to joining Henderson, Jenna worked as an Investment Analyst with Orbitex Investments. Jenna is a CFA charterholder, and an affiliate member of UKSIP.

FOLLOW ON FUNDSWIRE

Annualised total return over 7.4 years

+6.8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jenna Barnard	16.4	25.3	55.1	61.2	-
Peer Group Composite	12.4	22.3	38.4	41.4	-
Over / Under	4.0	3.0	16.7	19.8	-

Total return for Jenna Barnard

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Jenna Barnard

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Jenna Barnard	16.4	-0.8	8.4	53.4	-19.3	-0.1	4.0	-	-	-
Peer Group Composite	12.4	3.0	5.7	40.6	-19.6	-1.7	3.9	-	-	-
Over / Under	4.0	-3.8	2.7	12.8	0.3	1.6	0.1	-	-	-

Performance vs peer group composite: Jenna Barnard

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

6 years

out of a possible 7

Overall markets

Underperformed peer group composite

1 year

out of a possible 7

Rising markets

Outperformed peer group composite

4 years

out of a possible 5

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Henderson Preference & Bond	Co-managed	UT Sterling Strategic Bond	since Jan 01 2006 to present
Henderson Strategic Bond	Co-managed	UT Sterling Strategic Bond	since Jan 01 2006 to present
Henderson Diversified Income	Co-managed	IT Global High Income	since Jul 18 2007 to present
Henderson Fixed Interest Monthly Income	Co-managed	UT Sterling Strategic Bond	since Jun 10 2011 to present
Henderson Cautious Managed	Co-managed	UT Mixed Investment 20%-60% Shares	since Jul 24 2012 to present

Funds managed previously

Fund	Periods

Henderson Managed Distribution	since Apr 09 2009 to fund close
Henderson Horizon Strategic Yield	since Jan 01 2006 to fund close
Henderson Fixed Interest Monthly Income	since Apr 09 2009 to Apr 30 2010
Henderson High Yield Monthly Income	since Jun 10 2011 to fund close
Henderson Extra Monthly Income Bond	since Aug 18 2011 to fund close

News & Research: Related articles

Sector

Fund

Group

Manager

Magrath: Giant bond funds are fatally flawed By Thomas McMahon 21-May-2013

Alternatives to the Jupiter European fund By Joshua Ausden 19-May-2013

Bennett: Why you’d be a fool to ignore Europe By Alex Paget 19-May-2013

The sector that finds the best stockpickers for you By Alex Paget 19-May-2013

Artemis: Lack of diversification in European funds By Jenna Voigt 18-May-2013

FE Research’s European fund-picks By Jenna Voigt 18-May-2013

Why European funds are crucial for true diversification By Thomas McMahon 18-May-2013

High-yield trusts to protect against rising rates By Thomas McMahon 15-May-2013

Most consistent trusts of the decade: UK small caps By Jenna Voigt 13-May-2013

Bargain trust swaps: UK equity income By Joshua Ausden 13-May-2013

Three investment trusts for the extreme long term By Jenna Voigt 12-May-2013

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