Invest with
positive impact
Horizon Global Sustainable Equity Fund
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.
Invest with
positive impact
Horizon Global Sustainable Equity Fund
Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.
Featured expertise
Built upon a 30-year strategy history, the Global Sustainable Equity Team are leaders in investing in global companies that support the development of a sustainable global economy.*
Driving positive impact
The fund invests in companies with resilience and compounding growth characteristics that seek to address environmental and social change.
High conviction, low carbon
The high conviction portfolio of 50-70 companies carries a carbon footprint that is 85% less than that of the MSCI World Index.**
*The Global Sustainable Equity Strategy was launched in July 1991.
**Source: Janus Henderson Investors, ISS Climate Impact data, as at 31 January 2021.
“Our team has three objectives: to seek to deliver outstanding investment returns to clients; to be regarded as leaders in sustainable investing; and, as active investors, to play a part in making the world a better place.”
- Hamish Chamberlayne
How we have delivered impact
Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside financial return”
– Global Impact Investing Network
Transparency is key to enabling sustainable development. The Global Sustainable Equity Team use qualitative and quantitative data to assess the impact of the products and operations of a business. Likewise, the team make clear how the portfolio contributes positively to the environment and society.
IN 2019, EVERY $1 million invested in the Global Sustainable Equity Strategy has:
Avoided 72,150 metric tonnes of CO2e emissions
that is equivalent to travelling 131,000 times around the world in a petrol car.1
Supported the generation of 8,450 MWh of renewable energy
enough energy to boil a kettle more than 84 million times, or equivalent to 500 million cups of tea.2
Recycled 950 metric tonnes of waste
the weight of five Boeing 747 aeroplanes.3
Source: Janus Henderson Investors as at 31 December 2019. The data provided in this report was collected during March and April 2020 and is based on the strategy as of the 31 December 2019. In certain cases where companies had yet to report 2019 data, we have used data from the prior year. Figures have been rounded to the nearest 50. Data is sourced from company reports, Carbon Disclosure Project (CDP) and International Energy Agency (IEA). Where companies have not disclosed relevant data they are excluded from the analysis. No estimates have been used. The calculations use total reported figures and are presented on a gross basis.
1 Fleetnews Carbon Footprint Calculator, March 2020. Petrol car estimate based on 2.39 kgs of carbon content produced when burning one litre of fuel for a car with an average fuel consumption of 49.2 miles per gallon.
2 Npower, 2020. Estimate based on a 1.5 litre kettle using 0.1kWh of electricity to boil for three minutes.
3 Estimate based on an average Boeing 747 weight of 183,500 kg
How the fund has performed
By identifying companies that are on the right side of disruption, the team aim to provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.
Source: Janus Henderson Horizon Global Sustainable Equity Fund A2 share class in USD. Morningstar 2021, data from 29 May 2019 (fund inception) to 28 February 2021, rebased to 100. NAV to NAV, gross income reinvested where applicable. Future returns are not guaranteed.
Past performance is not a guide to future performance.
Related Insights
Discover the latest expert insights from the Global Sustainable Equity Team.
Comprehensive measurement and reporting
The 17 United Nations Sustainable Development Goals (UN SDGs) are a useful starting point to understand the impact of the funds investments. The portfolio contributes to all 17 of the goals.
Percentage Contribution to Each UN SDG
Source: Janus Henderson, as at December 2019. Please refer to the Global Sustainable Equity Strategy Annual Sustainability Report for more detail.
Invest with positive impact
Horizon Global Sustainable Equity Fund
SICAV launched in June 2019
Key documents
Meet the experts
Hamish Chamberlayne, CFA
Head of Global Sustainable Equity | Portfolio Manager
- 18 years of financial industry experience
- London based
Aaron Scully,
CFA
Portfolio Manager
- 23 years of financial industry experience
- Denver based
Ama Seery,
CEnv
Sustainability Analyst
- 13 years of sustainability experience
- London based
Important information
Please read the following important information regarding this fund.
| DISCRETE PERFORMANCE (%) As at 31 December 2020 |
Dec 2019 - Dec 2020 |
Dec 2018 - Dec 2019 |
Dec 2017 - Dec 2018 |
Dec 2016 - Dec 2017 |
Dec 2015 - Dec 2016 |
|---|---|---|---|---|---|
| Horizon Global Sustainable Equity A2 USD (Net) |
36.57 | - | - | - | - |
| MSCI World NR | 15.90 | - | - | - | - |
Source: as at 31 December 2020. © Morningstar 2021. All rights reserved. Performance is with gross income reinvested.
All performance data includes both income and capital gains or losses and reflects the deduction of any ongoing charges or other fund expenses. Past performance is not a guide to future performance.