Please ensure Javascript is enabled for purposes of website accessibility Horizon Global Technology Leaders Fund - Janus Henderson Investors
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
LU0070992663

NAV
USD 216.03
As of 2024/06/24

1-Day Change
USD 0.07 (0.03%)
As of 2024/06/24

Morningstar Rating

As of 2024/05/31

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

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Performance

Cumulative Performance (%)
As of 2024/05/31
A2 USD
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
1996/10/15
A2 USD 4.91 5.83 26.12 19.74 41.29 27.55 135.56 2040.63
Calendar Year Returns (%)
As of 2024/03/31
A2 USD
2023 2022 2021 2020 2019
A2 USD 50.64 -35.24 17.84 40.95 39.52
Calendar Year Returns (%)
Year A2 USD Index
2023 50.64 47.67
2022 -35.24 -32.28
2021 17.84 22.38
2020 40.95 38.25
2019 39.52 38.53
2018 -6.91 -5.20
2017 43.79 41.77
2016 6.17 12.20
2015 4.03 3.53
2014 10.57 15.73
2013 25.57 27.06
2012 13.38 15.79
2011 -3.73 -4.10
2010 13.28 11.69
2009 60.26 58.68
2008 -42.19 -44.45
2007 22.60 13.89
2006 11.40 9.87
2005 6.14 7.05
2004 7.19 3.05
2003 49.55 48.27
2002 -46.29 -37.58
2001 -53.63 -28.04
2000 -9.85 -41.90
1999 191.48 100.91
1998 32.64 67.11
1997 40.80 23.16
1996 from 15/10/1996 18.42 8.18
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30)
1.87%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate MSCI ACWI Information Technology Index + MSCI ACWI

Portfolio

Top Holdings (As of 2024/05/31)
% of Fund
NVIDIA 9.71
Microsoft 9.57
Alphabet 9.19
Meta Platforms 5.10
Amazon.com 4.80
Apple 4.13
Taiwan Semiconductor Manufacturing 3.67
Advanced Micro Devices 3.63
Marvell Technology 3.15
Micron Technology 3.13

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