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Hansa Trust (HANA)

Business description

Hansa Trust seeks to grow shareholder value by investing in a portfolio of quoted and unquoted investments, which may not normally be available to the general public. The trust combines a strategic stake in OWHL with a portfolio of global equities and predominantly third-party managed funds, giving access to primarily non-UK equities and more thematic and diversifying funds. Since end-FY17, Hansa Trust has not had a benchmark, but measures its performance against a number of key performance indicators, including the FTSE Gilts All Stocks Total Return index, the rate of CPI inflation, and the MSCI AC World index.

Stock data

Market cap.£164m
Last close1,025.00p
High / Low (52 weeks)1075.0p / 965.0p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment trusts

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Company news

Investment Trust Watch: Lindsell Train flies worryingly high

Fri, 03 Jun 2016 13:29:35 GMT

Hansa Trust PLC Declares Dividend of GBX 8 (LON:HAN)

Fri, 13 Apr 2018 12:46:27 GMT

Hansa Trust (LON:HAN) Announces GBX 8 Dividend

Sat, 05 May 2018 23:37:30 GMT

An investment trust is for life, not just for Christmas

Mon, 01 Jan 2018 12:02:56 GMT

Breaking Down The Technical Indicators For Hansa Trust Plc (HANA.L)

Wed, 09 May 2018 08:48:45 GMT

Investment summary

Hansa Trust (HAN/HANA) benefited from the diversification of its portfolio in 2018, with its strategic holding in Brazilian maritime services firm Wilson Sons (WSON) and its defensive allocation to hedge funds helping it to post a small positive NAV return, in contrast to most world equity markets. Fund Manager Alec Letchfield is mindful of the challenges facing the global economy in the year ahead, but remains cautiously optimistic for a more positive investment backdrop. Letchfield has transitioned Hansa Trust to a more dynamic approach over the past five years, and the portfolio is now made up of five principal segments: Ocean Wilsons Holdings (OWHL, which includes the WSON stake); core regional funds; thematic funds; diversifying funds (including hedge funds); and direct global equities. As Hansa Trust and OWHL both trade at a discount to NAV, investors effectively gain exposure to £1.56 of assets for each £1 invested.

Last updated on 31/01/2019

Key management

Alex Hammond-Chambers, Chairman
Alec Letchfield, Chief Investment Officer

Company address

50 Curzon Street
United Kingdom
+44 (0)20 7647 5750
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