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
LU1983260115

NAV
SGD 14.00
As of 22/10/2020

1-Day Change
SGD -0.11 (-0.78%)
As of 22/10/2020

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 29-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.

INVESTING WITH POSITIVE IMPACT

WHAT WE BELIEVE

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

Read More

Our investment framework seeks to invest in companies that have a positive impact on the environment and society, while at the same time helping us stay on the right side of disruption.

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.

Read Less

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.

More

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.

Less

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 2011.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

This section is in development. Please refer to the Factsheet link at the top of this page for fund performance.

ANNUAL FEES & EXPENSES (As of Fiscal Year End, 31/12/2019)
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 31/12/2019)
1.85%

Portfolio

Top Holdings (As of 30/09/2020)
% of Fund
Microsoft 4.81
Adobe 3.77
Lam Research 3.11
salesforce.com 3.07
Nintendo 3.02
Autodesk 2.96
Humana 2.80
SAP 2.34
Schneider Electric 2.31
Progressive 2.22

Documents

TOP