Horizon Emerging Market Corporate Bond Fund

For investors seeking to diversify their portfolio through exposure to emerging market corporate bonds

ISIN
LU1120394736

NAV
USD 131.24
As of 20/10/2020

1-Day Change
USD -0.04 (-0.03%)
As of 20/10/2020

Morningstar Rating

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide a return, from a combination of income and capital growth over the long term.

More

The Fund will invest at least 70% of its assets in emerging market corporate bonds and other fixed and floating rate securities. The Fund may invest up to 20% of its net assets in contingent convertible bonds (CoCos).

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.

ABOUT THIS FUND

  • Seeks total return in excess of the benchmark by investing at least 70% in a diversified portfolio of corporate or other emerging market bonds and derivatives
  • Investment ideas generated from a bottom-up credit approach informed by a top-down sovereign and geopolitical view
  • Potential to deliver an attractive risk premium due to “emerging market” label despite investment-grade characteristics of much of the asset class

PORTFOLIO MANAGEMENT

Andrew Mulliner, CFA

Head of Global Aggregate Strategies | Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Jennifer James

Portfolio Manager | Lead Emerging Markets Analyst

Industry since 1998. Joined Firm in 2014.

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 0.75%
Ongoing Charge
(As of 31/12/2019)
1.20%

Portfolio

Documents

TOP