Henderson Global Investors, Graham Kitchen & Andy Jones

After six months at group, Kitchen and Andy Jones have recreated UK All Companies fund in their style

Click here to download pdf Since arriving at Henderson Global Investors six months ago, Graham Kitchen and his co-manager Andy Jones have restructured the group's UK All Companies portfolio into more of a growth and income type vehicle. With the fund now positioned in such a way that the duo consider it their portfolio, the number of holdings has been trimmed back from 63 to 55 while the yield has been boosted from an almost negligible level to around 3.5%. A year ago, the £370m portfolio had a 25% weighting in financials, just under 20% in resources and 14.5% in non cyclical services w...