For investors in Singapore

Horizon Emerging Market Corporate Bond Fund

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

ISIN
LU1120394736

NAV
USD 137.15
As of 06/05/2021

1-Day Change
USD 0.10 (0.07%)
As of 06/05/2021

Morningstar Rating

Overview

INVESTMENT OBJECTIVE

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

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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).

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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

  • 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

Cumulative & Annualised Performance (%)
As of 30/04/2021
A2 USD (Net) A2 USD (With Sales Charge)* JPM Corporate EM Bond Index Broad Diversified
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
05/11/2014
A2 USD (Net) 1.09 -0.20 5.04 -0.22 14.36 5.25 5.07 - 4.96
A2 USD (With Sales Charge)* -3.97 -5.19 -0.21 -5.21 8.64 3.47 3.99 - 4.14
JPM Corporate EM Bond Index Broad Diversified 0.60 -0.14 3.95 -0.21 14.33 6.58 5.90 - 5.30
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 0.75%
Ongoing Charge
(As of 31/12/2020)
1.21%

Portfolio

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