Please ensure Javascript is enabled for purposes of website accessibility Horizon Global Sustainable Equity Fund - Janus Henderson Investors
For individual investors in Ireland

Horizon Global Sustainable Equity Fund

By focusing on companies that contribute to the development of a more sustainable global economy, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

ISIN
LU1983259612

NAV
USD 20.27
As of 06/12/2024

1-Day Change
USD -0.04 (-0.20%)
As of 06/12/2024

Morningstar Rating

As of 31/10/2024

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 30-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
  • Committed to provide clients with high standards of engagement, transparency and measurement

WHAT WE BELIEVE

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

Read More

Our investment framework leads us to invest in companies that we believe contribute to the development of a more sustainable global economy, through their revenue alignment with ten environmental and social themes. At the same time, it helps us stay on the right side of disruption by seeking to avoid companies we consider to be involved in activities that are harmful to the environment and society.

We believe this approach will provide clients with a persistent 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 outcomes on people and the planet.

Read Less

Past performance does not predict future returns. 
 

KEY DOCUMENTS

Investment
Principles

GSE-Investment_Investment_principles_660x440

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term (5 years or more) 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.

More

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.
The Fund may also invest in other assets including 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 World Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. 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.

Less

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.

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

Past performance does not predict future returns. All performance data includes both income and capital gains or losses and reflects the deduction of any ongoing charges or other fund expenses.
Cumulative & Annualised Performance (%)
As of 31/10/2024
H2 USD (Net) MSCI World NR Global Large-Cap Growth Equity – OE
 
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
29/05/2019
H2 USD (Net) -3.31 13.03 31.99 1.83 12.59 - 13.20
MSCI World NR -1.98 16.50 33.68 6.38 12.02 - 12.80
Global Large-Cap Growth Equity – OE -2.43 12.22 30.85 0.20 9.25 - 9.90
Calendar Year Returns (%)
As of 30/09/2024
H2 USD (Net) MSCI World NR Global Large-Cap Growth Equity – OE
YTD 2023 2022 2021 2020 Performance Inception
29/05/2019
H2 USD (Net) 16.90 22.89 -25.03 16.60 37.71 17.20
MSCI World NR 18.86 23.79 -18.14 21.82 15.90 15.31
Global Large-Cap Growth Equity – OE 15.01 22.79 -26.69 13.57 27.23 14.35

Recommended holding period 5 Years

Example Investment: USD 10,000

Scenarios If you exit after 1 year If you exit after 5 years
MinimumThere is no minimum guaranteed return. You could lose some or all of your investment
StressWhat you might get back after costs2,260 USD1,940 USD
Average return each year-77.35%-27.93%
UnfavourableWhat you might get back after costs6,980 USD9,800 USD
Average return each year-30.20%-0.41%
ModerateWhat you might get back after costs10,570 USD15,780 USD
Average return each year5.68%9.55%
FavourableWhat you might get back after costs15,440 USD22,660 USD
Average return each year54.41%17.77%
Fee Information
Initial Charge 5.00%
Annual Charge 0.60%
Ongoing Charge
(As of 30/06/2023)
1.07%

Portfolio

Top Holdings (As of 31/10/2024)
% of Fund
Microsoft 5.57
NVIDIA 4.72
Westinghouse Air Brake Technologies 3.53
Schneider Electric 3.39
T-Mobile US 3.09
Progressive 3.04
Intact Financial 2.58
Cie de Saint-Gobain 2.46
Encompass Health 2.44
Uber Technologies 2.43

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.
  • The Fund follows a sustainable investment approach, which may cause it to be overweight and/or underweight in certain sectors and thus perform differently than funds that have a similar objective but which do not integrate sustainable investment criteria when selecting securities.
  • 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.
  • The Fund follows a growth investment style that creates a bias towards certain types of companies. This may result in the Fund significantly underperforming or outperforming the wider market.
  • Funds incur costs as a necessary part of buying and selling the underlying investments, these are otherwise known as portfolio transaction costs, and include charges such as broker commission and Stamp Duty.
  • Before investing in any of our funds you should satisfy yourself as to the suitability and the risks involved, you may wish to consult a financial adviser.
  • If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially.
  • Summary of Investor rights
  • Information on compliance with EU Sustainability related disclosures can be found here.
  • 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 213800BZJWP55PIIYD42.