Please ensure Javascript is enabled for purposes of website accessibility Horizon Pan European Mid and Large Cap Fund - Janus Henderson Investors - Singapore Investor
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For investors in Singapore

Horizon Pan European Mid and Large Cap Fund

ISIN
LU0503932328

NAV
EUR 26.34
As of 2025/04/17

1-Day Change
EUR 0.04 (0.15%)
 As of 2025/04/17

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

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The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of companies, of any size, in any industry, in Europe (including UK). Companies will be located, listed or do most of their business in this region. The Fund will normally have a strong bias towards medium sized companies.

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ABOUT THIS FUND

  • Focuses on identifying contrarian quality in companies that can generate superior returns on capital employed
  • Uncovering hidden potential through comprehensive analysis, a disciplined valuation approach, and a focus on mid-cap companies
  • Differentiated portfolio construction designed to minimise factor risk with alpha driven by stock selection

Portfolio Management

Marc Schartz, CFA: Portfolio Manager
Marc Schartz, CFA

Portfolio Manager

Industry since 2004. Joined Firm in 2016.

Performance

Cumulative & Annualised Performance (%)
As of 2025/03/31
A2 EUR (With Sales Charge)* MSCI Europe NR Europe Large-Cap Blend Equity - OE A2 EUR (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2011/02/03
A2 EUR (With Sales Charge)* -10.02 -3.53 -5.24 -3.53 -4.31 4.21 11.11 4.56 7.05
MSCI Europe NR -4.01 5.91 3.03 5.91 6.85 8.89 14.20 6.71 8.17
Europe Large-Cap Blend Equity - OE -4.10 4.31 0.97 4.31 3.92 5.86 11.56 4.32 6.14
A2 EUR (Net) -5.28 1.55 -0.25 1.55 0.73 6.00 12.26 5.10 7.44
Past performance is not a guide to future performance. All performance data includes both income and capital gains or losses and reflects the deduction of any ongoing charges or other fund expenses.
© Morningstar 2025. All rights reserved. NAV-NAV, gross income reinvested where applicable.

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 costs1,260 EUR1,350 EUR
Average return each year-87.36%-33.03%
UnfavourableWhat you might get back after costs7,980 EUR8,760 EUR
Average return each year-20.16%-2.60%
ModerateWhat you might get back after costs10,010 EUR12,350 EUR
Average return each year0.05%4.31%
FavourableWhat you might get back after costs13,500 EUR15,060 EUR
Average return each year35.01%8.53%
There is currently insufficient data to provide a useful indication of past performance to investors.
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30) 		1.93%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate MSCI Europe

Portfolio

Top Holdings (As of 2025/03/31)
% of Fund
ASR Nederland 4.07
UniCredit 3.11
TotalEnergies 3.07
AstraZeneca 3.06
Safran 2.87
Air Liquide 2.79
Danone 2.77
Erste Group Bank 2.77
Sanofi 2.75
Tryg 2.67
TOTAL 29.93

Documents

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