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For investors in Singapore

Horizon Global Smaller Companies Fund

Invests in small companies listed globally, seeking long-term capital growth by identifying good quality but potentially undervalued stocks.

ISIN
LU1983261782

NAV
USD 40.83
As of 2024/11/15

1-Day Change
USD -0.53 (-1.28%)
 As of 2024/11/15

Morningstar Rating

As of 2024/10/31

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 smaller companies, in any industry, in any country.

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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.

ABOUT THIS FUND

  • Experienced lead manager and regional managers with local expertise
  • Dispassionate screening approach to stock selection combined with qualitative fundamental research
  • Balanced style and regional exposure reduces factor risk, allowing the strategy the potential to outperform in a variety of market conditions

Portfolio Management

Nick Sheridan
Nick Sheridan

Portfolio Manager

Industry since 1986. Joined Firm in 2009.

Performance

Cumulative & Annualised Performance (%)
As of 2024/10/31
A2 USD (With Sales Charge)* MSCI World Small Cap NR Global Small/Mid-Cap Equity - OE A2 USD (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2019/08/06
A2 USD (With Sales Charge)* -6.24 -4.09 5.56 12.72 34.50 4.32 12.60 - 13.08
MSCI World Small Cap NR -2.69 -0.38 9.13 8.03 29.45 0.08 7.81 - 8.54
Global Small/Mid-Cap Equity - OE -3.68 -1.20 5.95 5.68 25.89 -2.32 6.82 - 7.54
A2 USD (Net) -1.31 0.96 11.12 18.65 41.58 6.12 13.75 - 14.19
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 2024. All rights reserved. NAV-NAV, gross income reinvested where applicable.
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30) 		1.91%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate MSCI World Small Cap Index

Documents

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Our intellectual capital is readily available and central to our Knowledge Shared approach"
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