Henderson Opportunities Trust (HOT)

Category UK Small-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

216.00p

Buy

220.00p

arrow-up4.00p (+1.87%)

Discount/Premium

-12.63%

Estimated NAV

249.505p

Prices updated at 23 Aug 2024, 16:34 BST

Prices minimum 15 mins delay

Prices in GBX

Investment objective

The Company aims to achieve capital growth in excess of the FTSE All-Share Index from a portfolio of primarily UK investments. The following investment ranges apply: Equities: 70% to 100%; Fixed Income and Cash: 0% to 30% Stock selection is not constrained by the FTSE All-Share Index and there are no limits on investment by sector or market capitalisation. Therefore, the makeup and weighting of the portfolio will differ materially from the FTSE All-Share Index.

FTSE All-Share

0.47%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	1.02
	1.02
	0.11
Minimum investment	25.00

Documents

Document name chevron-l-regular chevron-r-regular	Language	Date posted
Semi-Annual Report	English	30 Apr 2024
Factsheet	English	31 Mar 2024
Annual Report	English	31 Oct 2023
Key Information Document (KID)	English	30 Jun 2022

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