For investors in Hong Kong

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 17.05
As of 2022/01/19

1-Day Change
USD 0.03 (0.18%)
As of 2022/01/19

Key investment risks:

  • The Fund's investments in equities are subject to equity securities risk due to fluctuation of securities values.
  • Investments in the Fund involve general investment, currency, liquidity, hedging, market, economic, political, regulatory, taxation, securities lending related, reverse repurchase transactions related, financial and interest rate risks.

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  • In extreme market conditions, you may lose your entire investment.
  • The Fund may invest in financial derivatives instruments to reduce risk and to manage the Fund more efficiently. This may involve counterparty, liquidity, leverage, volatility, valuation and over-the-counter transaction risks and the Fund may suffer significant losses.
  • The Fund may be subject to various risks relating to sustainable investment approach: concentration, subjective judgment in investment selection, exclusion, reliance on corporate data or third-party information, and change in investments’ nature.
  • The Fund may at times invest a large portion of its assets in certain geographical areas and may be more volatile.
  • 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 30-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 2007.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

Discrete Performance (%)
As of 2021/12/31
A2 USD
 
Quarter End
As of 2021/12/31
Dec-2020 - Dec-2021 Dec-2019 - Dec-2020 Dec-2018 - Dec-2019 Dec-2017 - Dec-2018 Dec-2016 - Dec-2017
A2 USD 15.71 36.57 - - -
Cumulative Performance (%)
As of 2021/12/31
A2 USD
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
2019/05/29
A2 USD 1.38 5.38 6.05 15.71 15.71 - - 84.10
CALENDAR YEAR RETURNS (%)
A2 USD
2017 2018 2019 2020 2021
A2 USD - - 16.50 36.57 15.71
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2021/06/30)
1.90%

Portfolio

Top Holdings (As of 2021/11/30)
% of Fund
Microsoft 6.26
NVIDIA 4.31
Adobe 3.53
Evoqua Water Technologies 3.19
Autodesk 3.04
Taiwan Semiconductor Manufacturing 2.89
Aon 2.71
Lam Research 2.33
Humana 2.33
TE Connectivity 2.29

Documents