Please ensure Javascript is enabled for purposes of website accessibility Horizon Euro High Yield Bond Fund - Janus Henderson Investors - Asia Singapore PI
For investors in Singapore

Horizon Euro High Yield Bond Fund

For investors seeking the potential for high overall yield and capital growth in European fixed income

ISIN
LU0828815570

NAV
EUR 169.56
As of 2024/12/20

1-Day Change
EUR -0.10 (-0.06%)
As of 2024/12/20

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide a return, from a combination of income and capital growth over the long term.

More

The Fund invests at least 70% of its assets in high yield (non-investment grade, equivalent to BB+ rated or lower) corporate bonds, denominated in Euros or Sterling. The Fund may invest up to 20% of its net assets in contingent convertible bonds (CoCos).

Less

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.

ABOUT THIS FUND

  • Access the total return potential of European high-yield bonds through a portfolio diversified by issuers, sectors, and geography
  • High-conviction portfolio with the ability to access smaller, less-liquid issuers, all actively managed to reflect market changes
  • Security selection drives returns; focuses on company metrics, corporate strategy, and bond covenants in context of credit cycle and market conditions

Portfolio Management

Tom Ross, CFA

Head of High Yield | Portfolio Manager

Industry since 2002. Joined Firm in 2002.

Tim Winstone, CFA

Head of Investment Grade Credit | Portfolio Manager

Industry since 2003. Joined Firm in 2015.

Richard Taylor, Ph.D.

Portfolio Manager | Credit Analyst

Industry since 2011.

Performance

Cumulative & Annualised Performance (%)
As of 2024/11/30
A2 EUR (With Sales Charge)* ICE BofA Euro Non-Financial High Yield Constrained EUR High Yield Bond - OE A2 EUR (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2012/11/19
A2 EUR (With Sales Charge)* -4.58 -3.18 0.03 2.67 5.92 -0.71 0.52 2.83 3.98
ICE BofA Euro Non-Financial High Yield Constrained 0.40 2.08 5.14 7.88 10.97 2.48 2.74 3.62 4.47
EUR High Yield Bond - OE 0.64 1.90 4.42 6.61 9.39 1.83 1.78 2.65 3.42
A2 EUR (Net) 0.44 1.92 5.29 8.07 11.49 1.01 1.55 3.36 4.42

Recommended holding period 5 Years

Example Investment: EUR 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 costs5,320 EUR5,470 EUR
Average return each year-46.81%-11.36%
UnfavourableWhat you might get back after costs7,880 EUR9,010 EUR
Average return each year-21.16%-2.06%
ModerateWhat you might get back after costs9,840 EUR11,390 EUR
Average return each year-1.62%2.63%
FavourableWhat you might get back after costs11,550 EUR12,620 EUR
Average return each year15.48%4.76%
Fee Information
Initial Charge 5.00%
Annual Charge 0.75%
Ongoing Charge
(As of 2023/06/30)
1.17%

Documents