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

Horizon US Sustainable Equity Fund

By focusing on companies that contribute to the development of a more sustainable global economy, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

ISIN
LU2342241150

NAV
USD 12.55
As of 2026/01/19

1-Day Change
USD -0.01 (-0.08%)
As of 2026/01/19

Overview

What we believe

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

Investment objective

The Fund aims to provide capital growth over the long term (5 years or more) by investing in US 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 a concentrated portfolio of shares (also known as equities) of US companies, of any size, in any industry. 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 2025/12/31
A2 USD (With Sales Charge)* S&P 500 NR EAA Fund US Large-Cap Growth Equity A2 USD (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2021/08/03
A2 USD (With Sales Charge)* -3.98 -4.06 -0.62 9.91 9.91 14.78 - - 3.48
S&P 500 NR 0.03 2.56 10.79 17.43 17.43 22.47 - - 11.56
EAA Fund US Large-Cap Growth Equity -0.23 1.01 7.49 15.21 15.21 23.98 - - 7.53
A2 USD (Net) 1.07 0.99 4.62 15.69 15.69 16.75 - - 4.69

Recommended holding period 5 Years

Example Investment: USD 10,000

Scenarios If you exit after 1 year If you exit after 5 years
MinimumThere is no minimum guaranteed return. You could lose some or all of your investment
StressWhat you might get back after costs3,550 USD2,460 USD
Average return each year-64.51%-24.46%
UnfavourableWhat you might get back after costs6,850 USD10,730 USD
Average return each year-31.47%1.42%
ModerateWhat you might get back after costs10,790 USD15,650 USD
Average return each year7.95%9.37%
FavourableWhat you might get back after costs14,780 USD21,770 USD
Average return each year47.78%16.84%
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2024/06/30)
1.92%

Portfolio

Top Holdings (As of 2025/12/31)
% of Fund
NVIDIA 9.61
Microsoft 8.54
Taiwan Semiconductor Manufacturing 4.65
McKesson 3.91
Keysight Technologies 3.66
Eli Lilly 3.50
Spotify Technology 3.47
Arthur J Gallagher 3.35
Progressive 3.21
Mastercard 3.14
TOTAL 47.04

Documents