Horizon Global High Yield Bond Fund

A fund that accesses the total return potential of high-yield bonds through a portfolio diversified by issuers, sectors, and geography

ISIN
LU0978624194

NAV
USD 152.53
As of 19/10/2020

1-Day Change
USD 0.26 (0.17%)
As of 19/10/2020

Morningstar Rating

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide an income with the potential for capital growth over the long term.

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The Fund invests at least 80% of its assets in high yield (non-investment grade, equivalent to BB+ rated or lower) corporate bonds, in any country. 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

  • Co-managed from the US and Europe, the fund benefits from a global perspective with local insight
  • Research is focused on identifying positive catalysts and improving balance sheets to help capture returns and avoid defaults or rating downgrades
  • The global approach allows access to a variety of economies and companies at different stages in the business cycle

PORTFOLIO MANAGEMENT

Seth Meyer, CFA

Multi Sector Income | Portfolio Manager

Industry since 1998. Joined Firm in 2004.

Tom Ross, CFA

Portfolio Manager

Industry since 2002. Joined Firm in 2002.

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)
1.18%

Portfolio

Documents

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