30 years of investing
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.
30 years of investing
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, Head of Global Sustainable Equities, Portfolio Manager
HOW THE COMPANIES WE INVEST IN 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 2020 THE GLOBAL SUSTAINABLE EQUITY STRATEGY HAS:
Avoided 33 million metric tonnes of CO2e emissions
That is equivalent to saving emissions from eight coal fired power plants, the annual energy of four million homes or taking seven million cars off the road1
Supported the generation of 213 GWh of renewable energy
The average annual consumption for a US household is 10,649 Kwh, meaning that 213 GWh could provide annual electricity needs for 20,000 US homes2
Delivered 5,300 hours of employee training
Helped 1,700 patients to receive healthcare
Source: Janus Henderson Investors as at 31 December 2020. The data provided in this report was collected during March and April 2021 and is based on the strategy as at the 31 December 2020. In certain cases where companies had yet to report 2020 data, we have used data from the prior year. 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. The total impact of the company is multiplied by the fraction of the company’s market capitalisation that is owned in the strategy at the end of the calendar year. This gives the positive impact associated with the strategy’s investment in that company. The contributions from each company are then summed to give the total impact of the strategy on each indicator.
1Independent Statistics and Analysis: www.eia.gov/tools/faqs/faq.php
2 US Environmental Protection Agency: www.epa.gov/energy/greenhouse-gas-equivalencies-calculator
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.
Janus Henderson Horizon Global Sustainable Equity Fund A2 share class in USD. Morningstar 2021, data from 29 May 2019 (fund inception) to 31 July 2021. 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: Please refer to the 2020 Global Sustainable Equity Strategy Annual Sustainability Report for more detail.
Invest with positive impact
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
Amarachi Seery, CEnv, MIEnvSci, PIEMA
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.