Please ensure Javascript is enabled for purposes of website accessibility Horizon Sustainable Future Technologies Fund - Janus Henderson Investors - Luxembourg Investor
{{banner.link_text}}
For individual investors in Luxembourg

Horizon Sustainable Future Technologies Fund

By focusing on companies that provide technology solutions with a positive impact on the environment and society, our approach aims to deliver attractive long-term capital returns.

ISIN
LU2342242125

NAV
USD 10.89
As of 12/03/2025

1-Day Change
USD 0.14 (1.30%)
 As of 12/03/2025

Morningstar Rating

As of 28/02/2025

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • UK-based team of sector experts with over 90 years’ combined industry experience navigating the hype cycle of technology.
  • Positive screening of sustainable technology themes providing solutions to key global environmental and social challenges.
  • Negative screening to avoid investing in companies with goods or services that contribute to environmental or societal harm.
  • Disciplined valuation approach seeks to identify underappreciated earnings power and rational growth at a reasonable price.

WHAT WE BELIEVE

  • We believe technology is the science of solving problems and responsible innovation and disruption can be a positive force.
  • Our deep knowledge and extensive experience enables us to navigate the technology hype cycle to identify persistent, underappreciated growth opportunities that provide solutions to the global challenges faced by humanity – technology for good.
  • We believe this approach will provide clients with access to companies delivering positive environmental and social benefits, as well as the potential for attractive long-term returns.
Past performance does not predict future returns. 
 

KEY DOCUMENTS

Investment Principles
Investment Principles_640
Download
Annual Sustainability Report
Sustainability report
Download

INVESTMENT OBJECTIVE

The Horizon Global Sustainable Equity Fund aims to achieve capital growth. The Fund invests at least 80% of its net assets in equities of companies worldwide, whose products and services are considered by the Investment Manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the Investment Manager potentially considers to have a negative impact on the development of a sustainable global economy.

More

The Fund may invest in companies of any size, including smaller capitalisation companies.

On an ancillary basis and for defensive purposes, the Fund may also invest in money market instruments and cash.

Less

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.

Investment into the fund will acquire units / shares of the fund itself and not the underlying assets owned by the fund.

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.
Cumulative & Annualised Performance (%)
As of 28/02/2025
H2 USD (Net) MSCI ACWI NR Sector Equity Technology - OE
 
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
03/08/2021
H2 USD (Net) -5.80 -0.85 6.76 9.07 - - 4.47
MSCI ACWI NR -0.60 2.73 20.62 16.18 - - 12.06
Sector Equity Technology - OE -3.92 -0.25 12.55 6.48 - - 1.41
Note that any differences among portfolio securities currencies, share class currencies and costs to be paid or represented in currencies other than your home currency will expose you to currency risk.  Costs and returns may increase or decrease as a result of currency and exchange rate fluctuations.
© Morningstar 2025. All rights reserved. NAV-NAV, gross income reinvested where applicable.
Fund charges will impact the value of your investment. In particular, the ongoing charges applicable to each fund will dilute investment performance, particularly over time.
Calendar Year Returns (%)
As of 31/12/2024
H2 USD (Net) MSCI ACWI NR Sector Equity Technology - OE
YTD 2024 2023 2022 Performance Inception
03/08/2021
H2 USD (Net) 17.90 17.90 37.93 -31.15 5.30
MSCI ACWI NR 28.61 28.61 51.02 -31.07 9.21
Sector Equity Technology - OE 19.54 19.54 37.26 -36.40 1.00
Note that any differences among portfolio securities currencies, share class currencies and costs to be paid or represented in currencies other than your home currency will expose you to currency risk.  Costs and returns may increase or decrease as a result of currency and exchange rate fluctuations.
© Morningstar 2025. All rights reserved. NAV-NAV, gross income reinvested where applicable.
Fund charges will impact the value of your investment. In particular, the ongoing charges applicable to each fund will dilute investment performance, particularly over time.

Recommended holding period 5 Years

Example Investment: USD 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 costs1,020 USD940 USD
Average return each year-89.84%-37.69%
UnfavourableWhat you might get back after costs6,540 USD10,740 USD
Average return each year-34.59%1.43%
ModerateWhat you might get back after costs11,770 USD21,570 USD
Average return each year17.71%16.62%
FavourableWhat you might get back after costs16,310 USD34,350 USD
Average return each year63.13%27.99%
This chart shows the fund’s performance as the percentage loss or gain per year over the last 4 years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark.

As of 31/12/2024
H2 USD (Net) MSCI ACWI NR Sector Equity Technology - OE
Note that any differences among portfolio securities currencies, share class currencies and costs to be paid or represented in currencies other than your home currency will expose you to currency risk.  Costs and returns may increase or decrease as a result of currency and exchange rate fluctuations.
Past performance does not predict future returns. The value of an investment may go down as well as up and you may lose the amount originally invested. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past.
© Morningstar 2025. All rights reserved. NAV-NAV, gross income reinvested where applicable.
Fund charges will impact the value of your investment. In particular, the ongoing charges applicable to each fund will dilute investment performance, particularly over time.
Fee Information
Initial Charge 5.00%
Annual Charge 0.70%
Ongoing Charge
(As of 30/06/2023) 		1.20%
For more information about charges, please see our fund charges page or the “charges” section of the fund’s prospectus.

Portfolio

Top Holdings (As of 31/01/2025)
% of Fund
Microsoft 4.38
ServiceNow 4.12
Itron 3.45
Marvell Technology 3.25
NVIDIA 3.14
MercadoLibre 3.08
Intuitive Surgical 3.04
Arista Networks 3.01
Halma 2.88
Delta Electronics 2.75
References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
Why choose a tech fund over individual stock picking?
12 Mar 2025
Timely & Topical

Why choose a tech fund over individual stock picking?

What are the benefits of an active fund approach to investing in tech stocks compared to picking individual stocks?

10 min read

Quick View: NVIDIA still more boom than bust
27 Feb 2025
Timely & Topical

Quick View: NVIDIA still more boom than bust

Highlights from NVIDIA’s most recent earnings call and the considerations for investors.

3 min read

DeepSeek marks a potential shift in the AI competitive landscape
27 Jan 2025
Timely & Topical

DeepSeek marks a potential shift in the AI competitive landscape

Market concerns around DeepSeek’s most recent LLM developments and its implications for investors.

6 min read

  • 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.
  • Shares of small and mid-size companies can be more volatile than shares of larger companies, and at times it may be difficult to value or to sell shares at desired times and prices, increasing the risk of losses.
  • 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.
  • The Fund follows a sustainable investment approach, which may cause it to be overweight and/or underweight in certain sectors and thus perform differently than funds that have a similar objective but which do not integrate sustainable investment criteria when selecting securities.
  • 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.
  • Information on compliance with EU Sustainability related disclosures can be found here.
  • 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, you may wish to consult a financial adviser.
  • If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially.
  • Summary of Investor rights
  • 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 2138006VK6JR3K2AV795.

Choose region

Country

Language

What type of investor are you?