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

Horizon China Opportunities Fund

An actively managed equity fund seeking to deliver long-term capital growth from the dynamic and evolving Chinese economy

ISIN
LU0572944931

NAV
SGD 21.03
As of 2025/05/08

1-Day Change
SGD 0.14 (0.67%)
As of 2025/05/08

Overview

INVESTMENT OBJECTIVE

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

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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in China or Hong Kong. Companies will have their registered office in or do most of their business (directly or through subsidiaries) in this region. The Fund may invest in derivatives (complex financial instruments) and also up to 50% of its assets in China A Shares.

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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

  • A diversified portfolio designed to capture investment opportunities as political, economic, social, and technological forces drive the maturation of the Chinese economy
  • Fundamental research is channelled through a robust, proven investment process focused on company-specific analysis
  • With combined investment experience of more than 30 years, the team’s deep knowledge of Chinese equities enables them to identify mispriced opportunities

Portfolio Management

Victoria Mio, CFA

Head of Greater China Equities & Portfolio Manager

Industry since 1998.

Performance

Cumulative & Annualised Performance (%)
As of 2025/04/30
A2 SGD (With Sales Charge)* MSCI Zhong Hua 10/40 NR China Equity - OE A2 SGD (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2008/01/25
A2 SGD (With Sales Charge)* -11.16 1.08 0.16 -0.09 2.77 -7.60 -7.05 -1.70 1.91
MSCI Zhong Hua 10/40 NR -6.45 4.26 4.94 4.37 18.23 0.32 -1.39 0.74 2.55
China Equity - OE -6.55 2.08 3.10 2.23 11.86 -3.53 -3.38 -0.56 0.90
A2 SGD (Net) -6.48 6.40 5.43 5.16 8.18 -6.00 -6.09 -1.20 2.21

Recommended holding period 5 Years

Example Investment: SGD 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 costs2,330 SGD1,640 SGD
Average return each year-76.69%-30.38%
UnfavourableWhat you might get back after costs5,090 SGD4,590 SGD
Average return each year-49.12%-14.40%
ModerateWhat you might get back after costs9,220 SGD9,840 SGD
Average return each year-7.76%-0.33%
FavourableWhat you might get back after costs14,080 SGD20,880 SGD
Average return each year40.78%15.87%
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2023/06/30)
1.90%

Portfolio

Top Holdings (As of 2025/03/31)
% of Fund
Tencent 9.03
Alibaba Group 8.89
China Construction Bank 5.97
Xiaomi 5.83
AIA Group 4.19
Meituan 4.13
BYD 4.01
Contemporary Amperex Technology 3.59
JD.com 3.55
Full Truck Alliance 3.05
TOTAL 52.25

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