Horizon Global Technology Leaders Fund

Aims to generate long-term capital growth through investment in a globally diversified portfolio of technology-related companies

ISIN
LU0209158467

NAV
USD 124.78
As of 14/08/2020

1-Day Change
USD -0.66 (-0.53%)
As of 14/08/2020

Morningstar Rating

Overview

INVESTMENT OBJECTIVE

The investment objective of the Global Technology Fund is to seek long-term capital appreciation by investing in a globally diversified portfolio of technology-related companies. The Fund aims to take advantage of market trends internationally. The Fund takes a geographically diversified approach and operates within broad asset allocation ranges. There are no specified limits on the amounts that the Fund can or must invest in any geographical region or single country.

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 to uncover undervalued growth companies where the scale or persistence of earnings growth is underappreciated by the market.
  • Actively managed by a highly experienced team in the UK, with a focus on long-term trends that are shaping the future of technology.
  • With no geographic or sector restrictions, the fund has the freedom to uncover new and exciting areas of growth, such as artificial intelligence, in technology-related companies.

PORTFOLIO MANAGEMENT

Alison Porter

Global Technology Leaders | Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Graeme Clark

Global Technology Leaders | Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Richard Clode, CFA

Global Technology Leaders | Portfolio Manager

Industry since 2003. Joined Firm in 2014.

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)
1.88%
Performance Fee 10% of the 'Relevant Amount'

Portfolio

Top Holdings (As of 31/07/2020)
% of Fund
Apple 10.13
Microsoft 9.40
Alphabet 7.45
Facebook 5.99
Tencent 4.15
Amazon.com 3.71
Samsung Electronics 3.70
Visa 3.04
Mastercard 2.68
Alibaba Group 2.67

Documents

TOP