Please ensure Javascript is enabled for purposes of website accessibility Horizon Global Property Equities Fund - Janus Henderson Investors - Sweden Professional Advisor
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For financial professionals in Sweden

Horizon Global Property Equities Fund

Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation

ISIN
LU0209137628

NAV
USD 34.20
As of 16/03/2026

1-Day Change
USD 0.34 (1.00%)
 As of 16/03/2026

Morningstar Rating

As of 28/02/2026

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of real estate investment trusts (REITs) and companies of any size, in any country which will derive the main part of their revenue from owning, developing and managing real estate.

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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.

ABOUT THIS FUND

  • A broad investable universe and selective approach enables the team to identify stocks with attractive dividend yield and growth characteristics
  • Managed by a global team of experts based in Singapore, the UK, and the US with more than 90 years’ collective investment experience
  • Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class
Past performance does not predict future returns. 
 

Portfolio Management

Guy Barnard, CFA: Co-Head of Global Property Equities | Portfolio Manager
Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Tim Gibson: Co-Head of Global Property Equities | Portfolio Manager
Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2001. Joined Firm in 2011.

Greg Kuhl, CFA: Portfolio Manager
Greg Kuhl, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2015.

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 28/02/2026
I2 USD (Net) FTSE EPRA Nareit Developed NR Property - Indirect Global - OE
 
  Cumulative Annualised
  1MO YTD 1YR 3YR 5YR 10YR Since Inception
03/01/2005
I2 USD (Net) 7.97 11.12 17.70 7.33 3.02 6.38 6.21
FTSE EPRA Nareit Developed NR 7.01 11.03 16.98 8.94 4.34 4.75 5.18
Property - Indirect Global - OE 6.67 10.47 16.46 8.01 3.22 4.08 3.89
Performance fees are charged separately as a way of rewarding the investment manager for superior returns or for outperforming specified targets. A Performance Fee is accrued where the NAV outperforms the relevant Hurdle NAV (subject to a High Water Mark).
Performance/performance target related data will display only when relevant to the fund/share class inception date and the annualised target time period.
© Morningstar 2026. All rights reserved. NAV-NAV, gross income reinvested where applicable.
Note that any differences among portfolio securities currencies, share class currencies and costs to be paid or represented in currencies other than your home currency will expose you to currency risk.  Costs and returns may increase or decrease as a result of currency and exchange rate fluctuations.
Fund charges will impact the value of your investment. In particular, the ongoing charges applicable to each fund will dilute investment performance, particularly over time.
Fee Information
Initial Charge 5.00%
Annual Charge 1.00%
Ongoing Charge
(As of 30/06/2025) 		1.00%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate FTSE EPRA Nareit Developed Index
For more information about charges, please see our fund charges page or the “charges” section of the fund’s prospectus.

Portfolio

Top Holdings (As of 28/02/2026)
% of Fund
Welltower 7.70
Prologis 7.68
Equinix 6.00
Digital Realty Trust 4.46
Ventas 3.96
Public Storage 3.63
Goodman Group 2.87
NETSTREIT 2.47
Mid-America Apartment Communities 2.42
AvalonBay Communities 2.34
TOTAL 43.52
References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Sub-Sector allocation (%) % of Fund % of Index % of Fund % of Index As of 28/02/2026

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Documents

Related Insights

Differentiated insights are central to our investment approach.

JH Explorer: Hong Kong is back! With property at the forefront
24 Feb 2026
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JH Explorer: Hong Kong is back! With property at the forefront

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Don’t you (forget about me) – Why real estate deserves a fresh look in 2026
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Sydney’s office market is facing muted future supply and a flight-to-quality.

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  • 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.
  • 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.
  • Summary of Investor rights
  • Janus Henderson Investors Europe S.A. may decide to terminate the marketing arrangements of this Collective Investment Scheme in accordance with the appropriate regulation.
  • 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 213800JUO8N42HYG8F65.

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