Horizon Global Sustainable Equity Fund

A global equity strategy employing an integrated approach to sustainable and responsible investment (SRI).

ISIN
LU1983260115

NAV
SGD 11.44
As of 13/12/2019

1-Day Change
SGD 0.08 (0.70%)
As of 13/12/2019

Overview

INVESTMENT OBJECTIVE

The Horizon Global Sustainable Equity Fund aims to achieve capital growth. The Fund invests at least 80% of its net assets in equities of companies worldwide, 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. The Fund will avoid investing in companies that the Investment Manager potentially considers to have a negative impact on the development of a sustainable global economy.

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The Fund may invest in companies of any size, including smaller capitalisation companies.

On an ancillary basis and for defensive purposes, the Fund may also invest in money market instruments and cash.

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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.

ABOUT THIS FUND

  • Invests globally in companies strategically aligned with environmental and social megatrends: climate change, resource constraints, growing populations, and ageing populations
  • Avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy
  • Experienced team of global equity investors employing a long-term approach and disciplined fundamental analysis

PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of SRI | Portfolio Manager

Industry since 2003. Joined Firm in 2011.

Performance

ANNUAL FEES & EXPENSES (As of Fiscal Year End, 30/06/2019)
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of June 30, 2019)
1.94%

Portfolio

(As of 30/11/2019)
% of Fund
Microsoft 5.09
Adobe 3.17
Walt Disney 3.11
Humana 3.08
Autodesk 3.08
ASML 2.88
Encompass Health 2.75
salesforce.com 2.64
Nintendo 2.54
Mastercard 2.42

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