For Approved Qualified Domestic Institutional Investors in China
Horizon Global Property Equities Fund
Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation
NAV EUR 21.30
As of 2021/01/22
EUR -0.06 (-0.28%)
As of 2021/01/22
The Fund aims to provide capital growth over the long term.
The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of real estate investment trusts (REITs) and companies of any size, in any country which will derive the main part of their revenue from owning, developing and managing real estate.
ABOUT THIS FUND
A broad investable universe and selective approach enables the team to identify stocks with attractive dividend yield and growth characteristics
Managed by a global team of experts based in Singapore, the UK, and the US with more than 90 years’ collective investment experience
Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class
Notes: The inclusion of real estate will typically enhance the risk/return characteristics in a balanced portfolio – Source: Janus Henderson Investors as at June 2019. Based on analysis of asset class weights and risk/return characteristics in an optimal portfolio (maximum Sharpe ratio) when the FTSE EPRA Nareit Developed Index is included/excluded from the baseline balanced market portfolio. Past performance is not a guide to future performance.
Over the long term, returns from listed real estate have exceeded those from direct (physical) real estate – Source: European Public Real Estate Association (EPRA). Global listed real estate 9.5% vs global physical real estate 7.4%, 15 years annualised total returns to 30 June 2018.
Unless otherwise indicated, the source for all data is Janus Henderson Investors as of the publishing date of this video (12/07/2017).
Distribution amount or yield is not guaranteed and may be paid out of capital. Positive distribution yield does not mean positive return.
Distribution Yield: reflects the amounts that may be expected to be distributed over the next twelve months as a percentage of the mid-market unit price of the fund as at the date shown. It is based on a snapshot of the portfolio on that day. It does not include any preliminary charge and investors may be subject to tax on distributions.
Underlying Yield: reflects the annualised income net of expenses of the fund (calculated in accordance with relevant accounting standards) as a percentage of the mid-market unit price of the fund as at the date shown. It is based on a snapshot of the portfolio on that date. It does not include any preliminary charge and investors may be subject to tax on distributions.
Historic Yield: reflects distributions declared over the past twelve months as a percentage of the mid-market unit price, as at the date shown. It does not include any preliminary charge and investors may be subject to tax on their distributions.
Global real estate equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl address misperceptions investors may have about real estate post-COVID-19, and explain why the team believes it remains an attractive and relevant asset class.