Horizon Asian Growth Fund

An actively managed Asian equities fund, driven by fundamental research, that blends quality and growth opportunities

ISIN
LU0011890851

NAV
USD 140.45
As of 20/10/2020

1-Day Change
USD 0.25 (0.18%)
As of 20/10/2020

Overview

INVESTMENT OBJECTIVE

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

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The Fund invests at least two-thirds of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in the Asia Pacific region (including the Indian subcontinent and Australasia, but excluding Japan).

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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

  • The Asia Growth Fund seeks to identify quality and capture growth in the dynamic and fast-growing Asian region
  • Provides a high-conviction, active stock-picking portfolio without significant constraints at sector levels
  • Seeks to generate competitive returns through different market conditions with an investment process driven by fundemental stock selection

PORTFOLIO MANAGEMENT

Andrew Gillan

Head of Asia ex Japan Equities | Portfolio Manager

Industry since 2000. Joined Firm in 2014.

Mervyn Koh, CFA

Portfolio Manager

Industry since 2006. Joined Firm in 2015.

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)
2.00%
Performance Fee 10% of the 'Relevant Amount'

Portfolio

Top Holdings (As of 30/09/2020)
% of Fund
Alibaba Group 10.05
Tencent 8.68
Taiwan Semiconductor Manufacturing 7.82
Samsung Electronics 6.71
AIA Group 4.08
HDFC Bank 3.56
Housing Development Finance 3.16
New Oriental Education & Technology Group 3.11
Midea Group 3.06
Uni-President Enterprises 2.87

Documents

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