Important fund updates
We have made certain fund updates effective 2 December 2024. Please see the shareholder notice below for details.
Quarterly Update
Watch the investment team recap this quarter.
Note: Filmed in October 2022
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.
DEFINING CHARACTERISTICS OF OUR FUND
- Built upon a 30-year strategy history of sustainable investing and innovative thought leadership
- High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
- Commitment to provide clients with high standards of engagement, transparency and measurement
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.
KEY DOCUMENTS
Investment Principles
Annual Sustainability Report
Estrategia Janus Henderson Global Sustainable Equity
Renta Variable
Sostenible
Global
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.
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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.
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AWARDS
The FNG-Label is the quality standard for sustainable investments in the German-speaking countries. Our Horizon Global Sustainable Equity fund is awarded with the quality standard for sustainable investments (FNG-Label). Data: November 2020.
