For Approved Qualified Domestic Institutional Investors in China

Horizon Global Technology Leaders Fund

Aims to generate long-term capital growth through investment in a globally diversified portfolio of technology-related companies

ISIN
LU0572952280

NAV
EUR 150.15
As of 2021/11/30

1-Day Change
EUR -1.05 (-0.69%)
As of 2021/11/30

Morningstar Rating

Overview

INVESTMENT OBJECTIVE

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

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The Fund invests at least 90% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, which are technology-related or derive the main part of profits from technology, in any country.

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ABOUT THIS FUND

  • Seeks to uncover undervalued growth companies where the scale or persistence of earnings growth is underappreciated by the market.
  • Actively managed by a highly experienced team in the UK, with a focus on long-term trends that are shaping the future of technology.
Glossary:
Hype cycle: developed by the advisory and information technology firm Gartner, it is a graphical representation of the maturity, adoption and social application phases of emerging technologies.
DRAM: Dynamic Random Access Memory is a low-cost and high-capacity memory used in digital electronics, including the main memory in computers.
Moore’s Law: coined in 1965 by Intel co-founder Gordon E. Moore, it is the ability to roughly double the number of transistors that can fit onto a chip (aka integrated circuit) every two years.
Unless otherwise indicated, the source for all data is Janus Henderson Investors as of the publishing date of this video (06/09/2017).

PORTFOLIO MANAGEMENT

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Performance

Discrete Performance (%)
As of 2021/09/30
A2 EUR
 
Quarter End
As of 2021/09/30
Sep-2020 - Sep-2021 Sep-2019 - Sep-2020 Sep-2018 - Sep-2019 Sep-2017 - Sep-2018 Sep-2016 - Sep-2017
A2 EUR 29.89 28.35 7.97 24.69 23.35
Cumulative Performance (%)
As of 2021/10/31
A2 EUR
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
2007/10/19
A2 EUR 3.61 3.22 9.22 21.83 35.86 102.23 182.31 538.76
CALENDAR YEAR RETURNS (%)
A2 EUR
2016 2017 2018 2019 2020
A2 EUR 9.49 26.47 -2.38 42.21 28.90
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2021/06/30)
1.89%
Performance Fee 10% of the 'Relevant Amount'

Portfolio

Top Holdings (As of 2021/10/31)
% of Fund
Microsoft 9.97
Alphabet 8.20
Apple 7.79
Taiwan Semiconductor Manufacturing 3.83
Meta Platforms 3.56
Broadcom 3.00
Samsung Electronics 2.90
salesforce.com 2.77
Visa 2.59
Amazon.com 2.44

Documents