Please ensure Javascript is enabled for purposes of website accessibility Horizon Sustainable Future Technologies Fund - Janus Henderson Investors
For investors in Hong Kong

Horizon Sustainable Future Technologies Fund

By focusing on companies that provide technology solutions with a positive impact on the environment and society, our approach aims to deliver attractive long-term capital returns.

ISIN
LU2342242398

NAV
USD 11.15
As of 2024/05/28

1-Day Change
USD -0.02 (-0.18%)
As of 2024/05/28

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, small/ mid-capitalisation companies

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  • related, financial and interest rate risks. 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's investments are concentrated in technology sector and may be more volatile and subject to technology related companies risk.
  • 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.
  • 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 STRATEGY

  • UK-based team of sector experts with over 90 years’ combined industry experience navigating the hype cycle of technology.
  • Positive screening of sustainable technology themes providing solutions to key global environmental and social challenges.
  • Negative screening to avoid investing in companies with goods or services that contribute to environmental or societal harm.
  • Disciplined valuation approach seeks to identify underappreciated earnings power and rational growth at a reasonable price.

WHAT WE BELIEVE

  • We believe technology is the science of solving problems and responsible innovation and disruption can be a positive force.
  • Our deep knowledge and extensive experience enables us to navigate the technology hype cycle to identify persistent, underappreciated growth opportunities that provide solutions to the global challenges faced by humanity – technology for good.
  • We believe this approach will provide clients with access to companies delivering positive environmental and social benefits, as well as the potential for attractive long-term returns.

KEY DOCUMENTS

Investment Principles
Investment Principles_640
Annual Sustainability Report
Sustainability report

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term by investing in technology-related companies that contribute to the development of a sustainable global economy.

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The Fund invests at least 90% of its net assets in equities or equity-related instruments of technology-related companies of any size, including smaller capitalization companies, in any country whose products and services are considered by the Investment Manager as contributing to positive environmental or social change, thereby having an impact on the development of a sustainable global economy. The Fund investment universe is defined by technology-related companies that derive at least 50% of their current or future expected revenues from the sustainable technology themes identified by the Investment Manager. The Fund will avoid investing in companies that the Investment Manager considers could contribute to significant environmental or societal harm.

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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 2024/04/30
A2 USD
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
2021/08/03
A2 USD -4.11 2.74 29.83 6.82 31.45 - - 4.90
Calendar Year Returns (%)
As of 2024/03/31
A2 USD
2023 2022 2021
A2 USD 36.96 -31.71 5.00
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30)
1.90%

Portfolio

Top Holdings (As of 2024/04/30)
% of Fund
Microsoft 4.85
NVIDIA 4.57
Impinj 3.87
Marvell Technology 3.53
ServiceNow 3.44
Advanced Micro Devices 3.42
Synopsys 3.08
MercadoLibre 3.02
Lam Research 2.90
Salesforce 2.80

Documents