Please ensure Javascript is enabled for purposes of website accessibility Horizon Discovering New Alpha Fund - Janus Henderson Investors - Europe PI Denmark
For individual investors in Denmark

Horizon Discovering New Alpha Fund

For investors seeking a differentiated global equity approach built on high-conviction ideas and designed to uncover tomorrow’s acronyms, today

ISIN
LU3154197514

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Overview

Investment objective

The Fund aims to provide capital growth over the long term. Performance target: To outperform the MSCI ACWI Index, after the deduction of charges, over any 5-year period.

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The Fund invests at least 80% of its net assets in equities or equity-related instruments of companies worldwide, including up to 20% of its net assets in emerging markets, whose products and services are considered by the Investment Manager to contribute positively to addressing global challenges including population growth, ageing population, resource constraints and climate change. The Fund may invest in companies of any size, in any country and in any industry, but may have a bias towards smaller capitalisation companies. The Fund may invest up to 20% of its net assets in depositary receipts (including American Depositary Receipts and Global Depositary Receipts) and Real Estate Investment Trusts (REITs). The Fund may invest up to 20% of its assets in China A-Shares. The Fund may also invest in other assets including investment grade government bonds, associated derivative instruments, cash and money market instruments. The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the MSCI ACWI Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund’s Performance Target. The Investment Manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.

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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.

Investment into the fund will acquire units / shares of the fund itself and not the underlying assets owned by the fund.

About this fund

A global equity fund built around Janus Henderson’s high-conviction stock ideas, selected through rigorous research and insight. It provides investors with a focused approach designed to seek differentiated opportunities beyond broad market exposure.

Past performance does not predict future returns. 
 

Why invest in this fund

Dynamic approach to global equities

Move beyond traditional funds and outdated indices to focus on emerging trends and high-potential companies.

Navigate key trends

Achieve a globally diversified portfolio of thematic equity, optimised to be a core investment solution, whilst aligning to the key trends of tomorrow.

Authoritative expertise

Harnessing Janus Henderson's deep experience and successful track record to identify and capitalise on future growth opportunities.

For further information on this fund please contact your sales representative.

Portfolio Management

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Nick Harper, CFA

Portfolio Manager

Industry since 2010. Joined Firm in 2014.

Performance

There is currently insufficient data to provide a useful indication of past performance to investors. This share class has been established for less than a year. To view performance returns please choose an alternative share class, if available.

Fee Information
Initial Charge 5.00%
Annual Charge 0.60%
Ongoing Charge
(As of )
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Portfolio

No Top Holdings found at this time

Documents

  • The value of the Funds and the income from them is not guaranteed and may fall as well as rise. You may get back less than you originally invested.
  • Past performance does not predict future returns.
  • Third party data is believed to be reliable, but its completeness and accuracy is not guaranteed.
  • Shares/Units can lose value rapidly, and typically involve higher risks than bonds or money market instruments. The value of your investment may fall as a result.
  • Shares of small and mid-size companies can be more volatile than shares of larger companies, and at times it may be difficult to value or to sell shares at desired times and prices, increasing the risk of losses.
  • If a Fund has a high exposure to a particular country or geographical region it carries a higher level of risk than a Fund which is more broadly diversified.
  • The Fund is focused towards particular industries or investment themes and may be heavily impacted by factors such as changes in government regulation, increased price competition, technological advancements and other adverse events.
  • The Fund invests in real estate investment trusts (REITs) and other companies or funds engaged in property investment, which involve risks above those associated with investing directly in property. In particular, REITs may be subject to less strict regulation than the Fund itself and may experience greater volatility than their underlying assets.
  • The Fund may use derivatives with the aim of reducing risk or managing the portfolio more efficiently. However this introduces other risks, in particular, that a derivative counterparty may not meet its contractual obligations.
  • If the Fund holds assets in currencies other than the base currency of the Fund, or you invest in a share/unit class of a different currency to the Fund (unless hedged, i.e. mitigated by taking an offsetting position in a related security), the value of your investment may be impacted by changes in exchange rates.
  • When the Fund, or a share/unit class, seeks to mitigate exchange rate movements of a currency relative to the base currency (hedge), the hedging strategy itself may positively or negatively impact the value of the Fund due to differences in short-term interest rates between the currencies.
  • Securities within the Fund could become hard to value or to sell at a desired time and price, especially in extreme market conditions when asset prices may be falling, increasing the risk of investment losses.
  • The Fund could lose money if a counterparty with which the Fund trades becomes unwilling or unable to meet its obligations, or as a result of failure or delay in operational processes or the failure of a third party provider.
  • This fund is designed to be used only as one component of several in a diversified investment portfolio. Investors should consider carefully the proportion of their portfolio invested into this fund.
  • For detailed product information including the risks associated with investing please read the relevant Prospectus or Annual Report. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
  • The Legal Entity Identifier for this product is 2138003P47B4WD9YVP97.