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Ben Lofthouse on portfolio changes, market performance and trust outlook

Ben Lofthouse, Fund Manager for Henderson International Income Trust, explains why opportunities in strong equity markets have led to a reduction in the number of portfolio holdings. Ben also comments on how significant movement in bond markets and big uncertainties such as Chinese growth and trade talks have affected his portfolio and his outlook for the trust in the remainder of 2019

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Janus Henderson have been managing investment trusts since 1934 – over 80 years. Janus Henderson are one largest managers of investment trusts in the UK, managing a well-established range of 13 investment trusts covering different geographies and asset classes.

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