HENDERSON OPPORTUNITIES TRUST PLC

201 BISHOPSGATE, LONDON, EC2M 3AE

Previous name: HENDERSON STRATA INVESTMENTS PLC (changed on 19-Jan-2007)

Company Number: 01940906
Incorporation date: 21-Aug-1985
Status: Active
Entity type: Public Limited Company

SIC codes:
64301 Activities of investment trusts

SUMMARY

This company is 38.7 years old and is currently active. The company has positive equity (net assets) of GBP 91.8 million which has decreased from the previous year's figure of GBP 94.4 million. The company has 4 active officers (directors or partners) who are or were officers of 51 other companies, 15 (29.4%) of which have since been dissolved or are proposed for strike off. The company has no public disputes filed on the Business Disputes Register. There are no court cases involving the company that we are aware of.

FINANCIALS (BETA)

Next accounts due: 30-Apr-2025
Accounts Filed: FULL (31-Oct-2023)

P&L Financials:

Year end	Currency	Interest Paid	Tax
31-Oct-2020	GBP	91,000	-3,000
31-Oct-2019	GBP	124,000	-4,000
31-Oct-2018	GBP	69,000	1,618,000

Balance Sheet Financials:

Year end	Currency	Cash	Current Assets	Current Liabilities	Share Capital	Premium Reserve	Retained Earnings	Net Assets
31-Oct-2020	GBP	971,000	103,598,000	1,204,000	2,000,000	14,838,000	3,424,000	91,798,000
31-Oct-2019	GBP	707,000	101,690,000	8,186,000	2,000,000	14,838,000	2,757,000	94,360,000
31-Oct-2018	GBP	707,000	111,000		2,000,000	14,838,000	2,757,000	3,860,000

VALUATION EVENTS (BETA)

Year end	Currency	% Equity	Sum raised	Pre-Money Valuation*	Post-Money Valuation*	Enterprise Value**

Insufficient available data for calculating valuations.

DISPUTES

No disputes filed on www.disputesregister.org

COMPANY SECRETARY

Status	Name	Appointed on	Resigned on	All apointments (active/resigned)
Active	HENDERSON SECRETARIAL SERVICES LIMITED	17 Jun 1993	16 Apr 2024	39 - 337
Resigned	HENDERSON FINANCIAL MANAGEMENT LIMITED	01 Apr 1992	17 Jun 1993	0 - 7
Resigned	HENDERSON ADMINISTRATION LIMITED		31 Mar 1992	0 - 3

DIRECTORS

Status	Name	Appointed on	Resigned on	Occupation	Nationality	All appointments (active/resigned)	Dissolved companies (rate)
Active	Harry James MORGAN	01 Aug 2021		Non-Executive Director	British	1 - 1	0 (0.0%)
Active	Davina Cordelia CURLING	01 Nov 2019		Director	British	2 - 2	0 (0.0%)
Active	Wendy Margaret COLQUHOUN	01 Sep 2018		Company Director	British	4 - 4	1 (12.5%)
Active	Frances Margaret Catherine DALEY	18 Jun 2015		Company Director	United Kingdom	2 - 52	19 (35.2%)
Resigned	Peter Anthony JONES	12 Dec 2011	11 Mar 2021	Chief Executive	British	0 - 10	0 (0.0%)
Resigned	Christopher Philip HILLS	17 Jun 2010	10 Mar 2022	Chief Investment Officer	British	0 - 7	2 (28.6%)
Resigned	Malcolm Robert KING	16 Jun 2005	19 Mar 2020	Fund Manager	British	3 - 5	1 (12.5%)
Resigned	Peter Norman James MAY	10 Jun 2004	15 Mar 2018	Corporate Financier	British	0 - 15	10 (66.7%)
Resigned	George Barnett BURNETT	28 Jun 1995	17 Mar 2016	Managing Director Retired	British	3 - 19	7 (31.8%)
Resigned	Robert Donaldson Hamish BRYCE	16 Sep 1993	15 Mar 2012	Retired Chief Executive	British	0 - 19	6 (31.6%)
Resigned	Stephen Rodney BURLEY		10 Feb 2005	Investment Manager	British	0 - 6	0 (0.0%)
Resigned	Richard Walker SMITH		30 Sep 2010	Investment Manager	British	0 - 8	2 (25.0%)
Resigned	Frans Herman TEN BOS		30 Apr 2004	Printer (Retired)	British	0 - 4	1 (25.0%)
Resigned	Davina Jane WALTER		24 Jul 1995	Investment Manager	British	2 - 6	3 (37.5%)
Resigned	Edward Thomas WHITLEY		30 Jun 2005	Chief Executive	British	0 - 15	10 (66.7%)

Number of active directors: 4
Average tenure of active directors: 5.4 years
Average tenure of resigned directors: 8.1 years
Average active director Dissolution Rate: 11.9%

DIRECTOR APPOINTMENTS IN OTHER COMPANIES

Name	Harry James MORGAN	Davina Cordelia CURLING	Wendy Margaret COLQUHOUN	Frances Margaret Catherine DALEY
HENDERSON OPPORTUNITIES TRUST PLC (01940906) - Active	✔	✔	✔	✔
SLC HOMELIFE LIMITED (02295168) - Dissolved				✔
MARR HOLDINGS LIMITED (02506120) - Active				✔
MARR TAVERNS LIMITED (02677899) - Active				✔
LIFEWAYS RAGLIN LIMITED (02740383) - Active				✔
HAVEN HOUSE FOUNDATION (03000171) - Active				✔
PUZZLE PUB COMPANY LIMITED (03002940) - Dissolved				✔
SERM RATING AGENCY LIMITED (03101751) - Dissolved				✔
INVESCO INCOME GROWTH TRUST PLC (03141073) - Active		✔
LIFEWAYS INDEPENDENT LIVING ALLIANCE LIMITED (04036447) - Active				✔
LIFEWAYS COMMUNITY CARE LIMITED (04126127) - Active				✔
LIFEWAYS ISS LIMITED (04143079) - Active				✔
LIFEWAYS PARAGON LIMITED (04301284) - Active				✔
LIFEWAYS S S P CARE SERVICES LIMITED (04372704) - Active				✔
VITAVIA PROPERTIES (SOMERSET) LIMITED (04543161) - Active				✔
BARINGS EMERGING EMEA OPPORTUNITIES PLC (04560726) - Active				✔
CLOVER CARE & SUPPORT LIMITED (04566172) - Dissolved				✔
LIFEWAYS COMMUNITY CARE (GLOUCESTER) LIMITED (04656674) - Liquidation				✔
LIFEWAYS SIGNPOSTS LIMITED (04762833) - Active				✔
INCLUSION HOLDINGS LIMITED (04794868) - Liquidation				✔
INCLUSION BY DESIGN LIMITED (04796540) - Active				✔
LIFEWAYS INCLUSIVE LIFESTYLES LIMITED (04796545) - Active				✔
THE ASSOCIATION OF INVESTMENT COMPANIES (04818187) - Active	✔
HIGHBOURNE LTD (04894276) - Dissolved				✔
OAKLANDS COMMUNITY CARE LIMITED (05060796) - Active				✔
LIFEWAYS NATURAL NETWORKS LIMITED (05113725) - Active				✔
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC (05142459) - Active		✔
FD FINANCIAL SOLUTIONS LTD (05242229) - Active				✔
SOLOSMART LIMITED (05316131) - Dissolved				✔
EUDOXIA LTD (05318110) - Dissolved				✔
HOLISTIC CARE LIMITED (05334115) - Dissolved				✔
LIFEWAYS SUPPORT OPTIONS LIMITED (05531117) - Active				✔
LIFEWAYS SUPPORT SERVICES LIMITED (05552698) - Active				✔
ILA HOLDINGS LIMITED (05678410) - Liquidation				✔
EDUCATIONINVESTOR LIMITED (05766549) - Active				✔
INVESCO SELECT TRUST PLC (05916642) - Active		✔
THE SLC GROUP LIMITED (06031638) - Active				✔
LIFEWAYS HOLDINGS LIMITED (06295360) - Active				✔
LIFEWAYS FINANCE LIMITED (06295365) - Active				✔
LITTLE TRANSITIONS LIMITED (06379196) - Dissolved				✔
BROOMCO (4129) LIMITED (06466099) - Dissolved				✔
SLC TRUSTEE COMPANY LIMITED (06554571) - Dissolved				✔
M-POWER HOUSING LIMITED (06671565) - Active				✔
VITAVIA PROPERTY MANAGEMENT LIMITED (07444534) - Active				✔
LISTRAC MIDCO LIMITED (08046731) - Active - Proposal to Strike off				✔
LISTRAC BIDCO LIMITED (08047175) - Active				✔
DRESSBROKERS LIMITED (08689630) - Dissolved				✔
DR MORTON'S LIMITED (08782411) - Active				✔
CAPITAL GEARING TRUST P.L.C. (NI005574) - Active			✔
MURRAY INTERNATIONAL TRUST PLC (SC006705) - Active			✔
SCHRODER UK MID CAP FUND PLC (SC082551) - Active			✔
SCOTTISH FINANCIAL ENTERPRISE (SC100000) - Active			✔

SHAREHOLDERS (BETA)

No shareholder data available

SHAREHOLDINGS (BETA)

no shareholding data

CONTROLLED COMPANIES / CONTROLLING ENTITIES

no controlling companies

HENDERSON OPPORTUNITIES TRUST PLC

no controlled companies

LATE PAYMENTS REPORT

This company has not filed any late payment reports possibly because it is not considered \'Large\'.

COURT CASES

No Court Cases found

PATENTS

No Patents found

COMPETITORS

(Based on Sic code: 64301 Activities of investment trusts)

Company	Registered Address	Company Number	YE Date	Revenue GBP	Net Profit GBP	Other SIC codes
ALLIANCE TRUST PLC	RIVER COURT, 5 WEST VICTORIA DOCK ROAD, DUNDEE, SCOTLAND, DD1 3JT	SC001731	2017-12-31	490,552,000	471,807,000
ELECTRA PRIVATE EQUITY PLC	C/O DWF COMPANY SECRETARIAL SERVICES LIMITED 1 SCOTT PLACE, 2 HARDMAN STREET, MANCHESTER, UNITED KINGDOM, M3 3AA	00303062	2018-09-30	26,000,000	24,000,000
WALSINGHAM CAPITAL LIMITED	66 ST. JAMES'S, 4TH FLOOR, LONDON, ENGLAND, SW1A 1NE	09392397	2017-03-31	8,357,785	0
ANCHORHOLDS LIMITED	118 COLUMBIA AVENUE, LIVINGSTON, WEST LOTHIAN, EH54 6PT	SC468481	2018-03-31	86,377	0	64302-Activities of unit trusts 64304-Activities of open-ended investment companies 69201-Accounting and auditing activities
AURELIUS FINANCE COMPANY LIMITED	6TH FLOOR, 33 GLASSHOUSE STREET, LONDON, ENGLAND, W1B 5DG	10773394	2018-12-31	63,000	0
EDDLESTON INVESTMENT MANAGEMENT LIMITED	5 HOOKFIELD, EPSOM, SURREY, ENGLAND, KT19 8JQ	02100053	2018-12-31	40,124	0
LIFE TENANCY INVESTMENTS LIMITED	18 UPPER MALL, LONDON, UNITED KINGDOM, W6 9TA	10744662	2018-04-30	0	0	64304-Activities of open-ended investment companies 64306-Activities of real estate investment trusts 66300-Fund management activities
SPORT CAPITAL INVESTMENT LIMITED	11 ROSEMONT ROAD, HAMPSTEAD, LONDON, ENGLAND, NW3 6NG	09916500	2018-12-31	0	0
AXLE TOPCO LIMITED	SUITE 11, STONE CROSS PLACE STONE CROSS LANE NORTH, LOWTON, WARRINGTON, ENGLAND, WA3 2SH	10223517	0000-00-00	0	0
BTL FAMILY COMPANY LIMITED	MARLOW WINERY, PUMP LANE NORTH, MARLOW, ENGLAND, SL7 3RD	07875961	0000-00-00	0	0
CALEDONIA INVESTMENTS PLC	CAYZER HOUSE, 30 BUCKINGHAM GATE, LONDON, ENGLAND, SW1E 6NN	00235481	0000-00-00	0	0
DOWNING ONE VCT PLC	THE SHARD, C/O FORESIGHT GROUP, 32 LONDON BRIDGE STREET, LONDON, ENGLAND, SE1 9SG	03150868	0000-00-00	0	0
DUNEDIN ENTERPRISE INVESTMENT TRUST PLC	2ND FLOOR EASTER DALRY HOUSE, 3 DISTILLERY LANE, EDINBURGH, UNITED KINGDOM, EH11 2BD	SC052844	0000-00-00	0	0
FORESIGHT SOLAR & TECHNOLOGY VCT PLC	FORESIGHT GROUP LLP, THE SHARD, 32 LONDON BRIDGE STREET, LONDON, SE1 9SG	07289280	0000-00-00	0	0
HORIZON CAPITAL 2013 GENERAL PARTNER LIMITED	50 LOTHIAN ROAD, FESTIVAL SQUARE, EDINBURGH, EH3 9WJ	SC426395	0000-00-00	0	0
LAST MILE INFRASTRUCTURE (HOLDINGS) LIMITED	KINGFISHER SUITE WHEELHOUSE, BONDS MILL ESTATE, STONEHOUSE, GLOUCESTERSHIRE, ENGLAND, GL10 3RF	11626661	0000-00-00	0	0
LAST MILE INFRASTRUCTURE GROUP LIMITED	KINGFISHER SUITE WHEELHOUSE, BONDS MILL ESTATE, STONEHOUSE, GLOUCESTERSHIRE, ENGLAND, GL10 3RF	11534385	0000-00-00	0	0
LAST MILE INFRASTRUCTURE HOLDCO1 LIMITED	KINGFISHER SUITE WHEELHOUSE, BONDS MILL ESTATE, STONEHOUSE, GLOUCESTERSHIRE, ENGLAND, GL10 3RF	11614308	0000-00-00	0	0
LAST MILE INFRASTRUCTURE HOLDCO2 LIMITED	KINGFISHER SUITE WHEELHOUSE, BONDS MILL ESTATE, STONEHOUSE, GLOUCESTERSHIRE, ENGLAND, GL10 3RF	11616387	0000-00-00	0	0
MIDWINTER CAPITAL LIMITED	1 KING WILLIAM STREET, LONDON, UNITED KINGDOM, EC4N 7AR	11574427	0000-00-00	0	0
SHARVILLE INVESTMENTS LTD	ARGYLE HOUSE 3RD FLOOR, NORTHSIDE, JOEL STREET, NORTHWOOD HILLS, MIDDLESEX, ENGLAND, HA6 1NW	11478733	0000-00-00	0	0	64304-Activities of open-ended investment companies
ST JAMES PARK LIMITED	3 HAWTHORN AVENUE, WILMSLOW, CHESHIRE, ENGLAND, SK9 5BR	11988938	0000-00-00	0	0

LIQUIDATION RISK (BETA)

This company is Active. Statistically, Active companies have a low probability of being liquidated within a year.
Here are our probability predictions:

Basis	Liquidation within 3 months	Liquidation within 6 months	Liquidation within 12 months	Prediction confidence
HENDERSON OPPORTUNITIES TRUST PLC	0.9%	3.6%	7.2%	Medium
Other companies Active in the same sector	1.5%	6.7%	18.5%	Medium


Age	0.3%	1.3%	2.4%	Medium
Company Type	1.7%	4.0%	5.9%	Medium
Accounts category	0.7%	2.2%	3.8%	Medium
Accounting Month	0.6%	4.4%	12.0%	Medium
Sic code count	0.7%	3.5%	7.0%	Medium

VALUATION (BETA)

Valuation ratios as at 2024-03-31

	Market Cap GBP	Enterprise Value GBP	PE	EV/Revenue	EV/EBITDA
HENDERSON OPPORTUNITIES TRUST PLC	81,750,000		847.9
Closed End Investments ( 204 companies)	121,868,450,000	121,944,345,720	14.9 (median)	13.6 (median)	N/A