30 years of investing
with positive impact

Horizon Global Sustainable Equity Fund

Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.

30 YEARS OF INVESTING WITH POSITIVE IMPACT

For 30 years, our Global Sustainable Equity strategy has shared a simple yet ambitious mission: to deliver outstanding investment returns to our clients; to be regarded as leaders in sustainable investing; and, as active investors, to play a part in making the world a better place.

Highly consistent approach

The four pillars of our sustainable investment approach remain as pertinent today as they did three decades ago, leading the strategy to remain at the forefront of sustainable investing.

A process built on three decades of experience

Three decades of sustainability knowledge has continually shaped our investment approach, while remaining rooted to its core beliefs of actively finding companies delivering measurable social and environmental impact with financial returns to drive our success in global sustainable investing.

Leading sustainability from the front

Our Global Sustainable Equity Team leads from the front:

  • Co-founded the Net Zero Carbon 10 Initiative, which aims to help the finance industry align with carbon-neutrality targets
  • Developed a proprietary methodology aligning each portfolio holding to the United Nations (UN) Sustainable Development Goals - one of the first investment methods formally recognised by the UN.
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Established expertise

Built upon a 30-year strategy history, the Global Sustainable Equity Team are leaders in investing in global companies that support the development of a sustainable global economy.*

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Driving positive impact

The fund invests in companies with resilience and compounding growth characteristics that seek to address environmental and social change.

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High conviction, low carbon

The high conviction portfolio of 50-70 companies carries a carbon footprint that is 85% less than that of the MSCI World Index.**

*The Global Sustainable Equity Strategy was launched in July 1991.
**Source: Janus Henderson Investors, ISS Climate Impact data, as at 31 January 2021.

“Our team has three objectives: to seek to deliver outstanding investment returns to clients; to be regarded as leaders in sustainable investing; and, as active investors, to play a part in making the world a better place.”

- Hamish Chamberlayne, Head of Global Sustainable Equities, Portfolio Manager

HOW THE COMPANIES WE INVEST IN HAVE DELIVERED IMPACT

IN 2020 THE GLOBAL SUSTAINABLE EQUITY STRATEGY HAS:
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33 million
metric tonnes
of CO2e emissions avoided

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177
thousand
patients receiving healthcare

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213 GWh
of renewable energy generated

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5,300 hours
of employee training delivered

33m metric tonnes of CO2 equivalent to saving emissions from 8 coal fired power plants or annual energy of 4m homes or 7m cars off the road

The average annual consumption for a US household is 10,649 Kwh which means 213 GWh could provide annual electricity needs for 20,000 US homes

Source: Janus Henderson Investors as at 31 December 2020. The data provided in this report was collected during March and April 2021 and is based on the strategy as at the 31 December 2020. In certain cases where companies had yet to report 2020 data, we have used data from the prior year. Data is sourced from company reports, Carbon Disclosure Project (CDP) and International Energy Agency (IEA). Where companies have not disclosed relevant data they are excluded from the analysis. No estimates have been used. The calculations use total reported figures and are presented on a gross basis. The total impact of the company is multiplied by the fraction of the company’s market capitalisation that is owned in the strategy at the end of the calendar year. This gives the positive impact associated with the strategy’s investment in that company. The contributions from each company are then summed to give the total impact of the strategy on each indicator.
1Independent Statistics and Analysis: www.eia.gov/tools/faqs/faq.php
2 US Environmental Protection Agency: www.epa.gov/energy/greenhouse-gas-equivalencies-calculator

How the fund has performed

By identifying companies that are on the right side of disruption, the team aim to provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

Janus Henderson Horizon Global Sustainable Equity Fund A2 share class in USD. Morningstar 2021, data from 29 May 2019 (fund inception) to 31 July 2021. Future returns are not guaranteed.

Past performance is not a guide to future performance.

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Invest with positive impact

Horizon Global
Sustainable Equity Fund

SICAV launched in June 2019
By focusing on companies that have a positive impact on the environment and society, our lowcarbon investment approach aims to deliver compounding growth and attractive investment returns.


Horizon US
Sustainable Equity Fund

NEW FUND LAUNCH
High-conviction, low-carbon oriented portfolio of U.S. companies selected for their sustainable characteristics, compounding growth potential and positive impact on the environment and society.

Meet the experts

 

Hamish Chamberlayne, CFA | Janus Henderson Investors

Hamish Chamberlayne, CFA

Head of Global Sustainable Equity | Portfolio Manager

  • 18 years of financial industry experience
  • London based
Aaron Scully, CFA | Janus Henderson Investors

Aaron Scully, CFA

Portfolio Manager

  • 23 years of financial industry experience
  • Denver based
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Amarachi Seery, CEnv, MIEnvSci, PIEMA

Sustainability Analyst

  • 13 years of sustainability experience
  • London based

Important information

Please read the following important information regarding this fund.