Please ensure Javascript is enabled for purposes of website accessibility Horizon Global Sustainable Equity Fund - Janus Henderson Investors - Asia Singapore PI
For investors in Singapore

Horizon Global Sustainable Equity Fund

By focusing on companies that contribute to the development of a more sustainable global economy, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

ISIN
LU1983259539

NAV
USD 18.07
As of 2024/12/20

1-Day Change
USD -0.15 (-0.82%)
As of 2024/12/20

Morningstar Rating

As of 2024/11/30

Overview

Quarterly Update

Watch the investment team recap this quarter.

(Note: Filmed in October 2024).

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 30-year history of sustainable investing* and innovative thought leadership
  • High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
  • Committed to provide clients with high standards of engagement, transparency and measurement

*The track record refers to the UK-domiciled fund vehicle which is not registered for sale in Singapore.

WHAT WE BELIEVE

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework leads us to invest in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes. At the same time, it helps us stay on the right side of disruption by seeking to avoid companies we consider to be involved in activities that are harmful to the environment and society.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their outcomes on people and the planet.

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INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term by investing in companies 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.

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The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.

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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.

Portfolio Management

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

Cumulative & Annualised Performance (%)
As of 2024/11/30
A2 USD (With Sales Charge)* MSCI World NR Global Large-Cap Growth Equity – OE A2 USD (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2019/05/29
A2 USD (With Sales Charge)* -2.57 -5.10 -1.94 9.40 15.56 0.18 9.96 - 11.55
MSCI World NR 4.59 4.39 11.26 21.85 27.83 8.78 12.41 - 13.51
Global Large-Cap Growth Equity – OE 3.32 2.67 7.86 15.95 22.18 2.21 9.26 - 10.40
A2 USD (Net) 2.56 -0.10 3.22 15.16 21.65 1.91 11.09 - 12.59

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 costs2,280 USD1,950 USD
Average return each year-77.22%-27.91%
UnfavourableWhat you might get back after costs6,920 USD9,110 USD
Average return each year-30.78%-1.84%
ModerateWhat you might get back after costs10,270 USD14,910 USD
Average return each year2.68%8.32%
FavourableWhat you might get back after costs15,320 USD22,190 USD
Average return each year53.17%17.28%
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30)
1.87%

Portfolio

Top Holdings (As of 2024/11/30)
% of Fund
Microsoft 5.56
NVIDIA 4.72
T-Mobile US 3.28
Schneider Electric 3.24
Progressive 3.23
Westinghouse Air Brake Technologies 3.12
Intact Financial 2.47
Mastercard 2.47
Spotify Technology 2.47
Cie de Saint-Gobain 2.39

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