For investors in Singapore

Horizon US 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
LU2342241150

NAV
USD 9.34
As of 21/01/2022

1-Day Change
USD -0.29 (-3.01%)
As of 21/01/2022

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Built upon a 30-year strategy 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

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, 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.

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KEY DOCUMENTS

Investment Principles
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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.

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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. The Fund may also invest in other assets including cash and money market instruments. The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the S&P 500 Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.

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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

We are only permitted to show fund performance over a minimum period of one year.
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 31/12/2020)
0.00%

Portfolio

Top Holdings (As of 30/11/2021)
% of Fund
Microsoft 6.57
NVIDIA 5.45
Adobe 3.57
Humana 3.51
Keysight Technologies 3.17
Evoqua Water Technologies 3.14
ICON 3.07
Lam Research 3.00
Autodesk 2.98
Aptiv 2.72

Documents