Horizon Global Sustainable Equity Fund

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

ISIN
LU1983259539

NAV
USD 14.28
As of 2020/10/21

1-Day Change
USD -0.03 (-0.21%)
As of 2020/10/21

Key investment risks:
•The Fund invests at least 80% in equities of companies worldwide, whose products and services are considered as contributing to positive environmental or social change.
•Investments involve varying degree of investment risks (e.g. liquidity, market, economic, political, regulatory, taxation, financial, interest rate, hedging and currency risks).

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In extreme market conditions, you may lose your entire investment.
•Investments in financial derivatives instruments (“FDIs”) (such as futures, options, forwards and warrants) involve specific risks (e.g. counterparty, liquidity, leverage, volatility, valuation risk and over-the-counter transaction risk). The Fund may use FDIs to reduce risk or to manage the Fund more efficiently.
•The Fund may be subject to various risks relating to sustainable investment approach, including concentration risk, subjective judgment in investment selection, exclusion risk, risk of reliance on corporate data or third-party information and change in nature of investments.
•The Fund may at times invest a large portion of its assets in certain geographical areas and may subject to higher concentration risk.
•The investment decision is yours. If you are in any doubt about the contents of this document, you should seek independent professional financial advice.
•Investors should not only base on this document alone to make investment decisions and should read the offering documents including the risk factors for further details.

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Overview

DEFINING CHARACTERISTICS OF OUR FUND

  • Established investment portfolio built on a 29-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement
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 Hong Kong offering documents before investing. This website is for promotional purposes and does not qualify as an investment recommendation.

WHAT WE BELIEVE

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society, while at the same time helping us stay on the right side of disruption.

We believe this approach will provide clients with a return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

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INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term by investing in companies whose products and services are considered by the Investment Manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy.

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The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.

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PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2011.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

Discrete Performance (%)
As of 2020/09/30
A2 USD
 
Quarter End
As of 2020/09/30
Sep-2019 - Sep-2020 Sep-2018 - Sep-2019 Sep-2017 - Sep-2018 Sep-2016 - Sep-2017 Sep-2015 - Sep-2016
29.77% - - - -
Cumulative Performance (%)
As of 2020/09/30
A2 USD (Net)
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
2019/05/29
A2 USD -0.58% 12.36% 38.27% 17.85% 29.77% - - 37.30%
ANNUAL FEES & EXPENSES (As of Fiscal Year End, 2019/12/31)
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2019/12/31)
1.85%

Portfolio

Top Holdings (As of 2020/09/30)
% of Fund
Microsoft 4.81
Adobe 3.77
Lam Research 3.11
salesforce.com 3.07
Nintendo 3.02
Autodesk 2.96
Humana 2.80
SAP 2.34
Schneider Electric 2.31
Progressive 2.22

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