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

Horizon Global Sustainable Equity Fund

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns

ISIN
LU1983259539

NAV
USD 17.23
As of 2024/04/23

1-Day Change
USD 0.19 (1.12%)
As of 2024/04/23

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 30-year history of sustainable investing* and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement

*The track record refers to the UK-domiciled fund vehicle which is not registered for sale in Singapore.

WHAT WE BELIEVE

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

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society; and at the same time, it helps us stay on the right side of disruption by avoiding companies we consider to be involved in activities that are harmful to the environment or 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 impact on people and the planet.

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INVESTMENT OBJECTIVE

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

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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.

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Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.

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

Cumulative & Annualised Performance (%)
As of 2024/03/31
A2 USD (Net) A2 USD (With Sales Charge)* MSCI World NR
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2019/05/29
A2 USD (Net) 2.60 8.57 22.02 8.57 20.72 4.21 - - 13.07
A2 USD (With Sales Charge)* -2.53 3.14 15.92 3.14 14.68 2.45 - - 11.87
MSCI World NR 3.21 8.88 21.31 8.88 25.11 8.60 - - 12.86
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30)
1.87%

Portfolio

Top Holdings (As of 2024/03/31)
% of Fund
Microsoft 7.57
NVIDIA 6.30
Westinghouse Air Brake Technologies 4.00
Progressive 3.27
Schneider Electric 3.26
Xylem 3.24
ICON 3.04
ASML 2.75
Mastercard 2.55
Intact Financial 2.41

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