Please ensure Javascript is enabled for purposes of website accessibility Horizon Global Technology Leaders Fund - Janus Henderson Investors - UK financial professionals
For financial professionals in the UK

Horizon Global Technology Leaders Fund

Aims to generate long-term capital growth through investment in a globally diversified portfolio of technology-related companies.

ISIN
LU1205757914

NAV
CHF 37.25
As of 23/12/2024

1-Day Change
CHF 0.83 (2.28%)
As of 23/12/2024

This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements.

Overview

Quarterly Update

Watch the investment team recap this quarter.

(Note: As at October 2024).

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.
Performance target: To outperform the MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index, after the deduction of charges, over any 5 year period.

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The Fund invests at least 90% of its assets in a portfolio of shares (equities) and equity-related securities of companies, of any size, which are technology-related or derive profits from technology, in any country. The portfolio may be concentrated in terms of its number of holdings and/or the size of its largest holdings.
The Fund may also invest in other assets including investment grade government bonds, cash and money market instruments.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index (together the “Index”), which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target and the level above which performance fees may be charged (if applicable). The Investment Manager has discretion to choose investments for the Fund with weightings that may be different to the index or not in the Index, which may result in material differences in performance between the Fund and the Index.

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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.

ABOUT THIS FUND

  • Seeks to uncover undervalued growth companies where the scale or persistence of earnings growth is underappreciated by the market.
  • Actively managed by a highly experienced team in the UK, with a focus on long-term trends that are shaping the future of technology.
Past performance does not predict future returns. 
 

Portfolio Management

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Performance

Past performance does not predict future returns. All performance data includes both income and capital gains or losses and reflects the deduction of any ongoing charges or other fund expenses.
Discrete Performance (%)
As of 30/09/2024
H2 HCHF (Net) MSCI ACWI/Information Tech & Comm Services NR
 
As of 30/09/2024 2023/2024 2022/2023 2021/2022 2020/2021 2019/2020
H2 HCHF (Net) 40.37 29.48 -34.46 27.75 35.50
MSCI ACWI/Information Tech & Comm Services NR 34.19 24.68 -26.11 31.89 24.28
Cumulative & Annualised Performance (%)
As of 30/11/2024
H2 HCHF (Net) MSCI ACWI/Information Tech & Comm Services NR
 
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
10/07/2015
H2 HCHF (Net) 2.98 26.40 32.70 5.52 14.40 - 14.69
MSCI ACWI/Information Tech & Comm Services NR 5.79 36.02 37.29 8.27 15.09 - 17.10
Calendar Year Returns (%)
As of 30/09/2024
H2 HCHF (Net) MSCI ACWI/Information Tech & Comm Services NR
2023 2022 2021 2020 2019 Performance Inception
10/07/2015
H2 HCHF (Net) 45.16 -37.02 17.10 39.12 36.23 4.80
MSCI ACWI/Information Tech & Comm Services NR 34.34 -31.23 26.15 26.20 36.08 8.99

Recommended holding period 5 Years

Example Investment: CHF 10,000

Scenarios If you exit after 1 year If you exit after 5 years
MinimumThere is no minimum guaranteed return. You could lose some or all of your investment
StressWhat you might get back after costs2,120 CHF1,760 CHF
Average return each year-78.79%-29.39%
UnfavourableWhat you might get back after costs5,980 CHF7,610 CHF
Average return each year-40.17%-5.32%
ModerateWhat you might get back after costs10,660 CHF17,220 CHF
Average return each year6.58%11.48%
FavourableWhat you might get back after costs15,780 CHF28,900 CHF
Average return each year57.76%23.65%
Fee Information
Initial Charge 5.00%
Annual Charge 0.60%
Ongoing Charge
(As of 28/06/2024)
1.09%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index

Portfolio

Top Holdings (As of 30/11/2024)
% of Fund
Microsoft 8.26
Alphabet 7.27
NVIDIA 7.11
Meta Platforms 5.69
Amazon.com 5.09
Taiwan Semiconductor Manufacturing 4.82
Apple 4.32
Broadcom 3.40
Marvell Technology 3.36
Advanced Micro Devices 3.32

Documents

  • ​The value of the Funds and the income from them is not guaranteed and may fall as well as rise. You may get back less than you originally invested.
  • ​Past performance does not predict future returns.
  • Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.
  • Shares/Units can lose value rapidly, and typically involve higher risks than bonds or money market instruments. The value of your investment may fall as a result.
  • If a Fund has a high exposure to a particular country or geographical region it carries a higher level of risk than a Fund which is more broadly diversified.
  • The Fund is focused towards particular industries or investment themes and may be heavily impacted by factors such as changes in government regulation, increased price competition, technological advancements and other adverse events.
  • This Fund may have a particularly concentrated portfolio relative to its investment universe or other funds in its sector. An adverse event impacting even a small number of holdings could create significant volatility or losses for the Fund.
  • The Fund may use derivatives with the aim of reducing risk or managing the portfolio more efficiently. However this introduces other risks, in particular, that a derivative counterparty may not meet its contractual obligations.
  • If the Fund holds assets in currencies other than the base currency of the Fund, or you invest in a share/unit class of a different currency to the Fund (unless hedged, i.e. mitigated by taking an offsetting position in a related security), the value of your investment may be impacted by changes in exchange rates.
  • When the Fund, or a share/unit class, seeks to mitigate exchange rate movements of a currency relative to the base currency (hedge), the hedging strategy itself may positively or negatively impact the value of the Fund due to differences in short-term interest rates between the currencies.
  • Securities within the Fund could become hard to value or to sell at a desired time and price, especially in extreme market conditions when asset prices may be falling, increasing the risk of investment losses.
  • The Fund could lose money if a counterparty with which the Fund trades becomes unwilling or unable to meet its obligations, or as a result of failure or delay in operational processes or the failure of a third party provider.
  • Funds incur costs as a necessary part of buying and selling the underlying investments, these are otherwise known as portfolio transaction costs, and include charges such as broker commission and Stamp Duty.
  • Before investing in any of our funds you should satisfy yourself as to the suitability and the risks involved.
  • Summary of Investor rights
  • Information on compliance with EU Sustainability related disclosures can be found here.
  • For detailed product information including the risks associated with investing please read the relevant Prospectus or Annual Report. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
  • The Legal Entity Identifier for this product is 213800QJI37OX4A6KI81.