For investors in Singapore

Horizon Global Technology Leaders Fund

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

ISIN
LU0572952280

NAV
EUR 149.83
As of 2023/12/08

1-Day Change
EUR 1.72 (1.16%)
 As of 2023/12/08

Morningstar Rating

As of 2023/11/30

Overview

INVESTMENT OBJECTIVE

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

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The Fund invests at least 90% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, which are technology-related or derive the main part of profits from technology, in any country.

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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 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.

PORTFOLIO MANAGEMENT

Graeme Clark

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Richard Clode, CFA

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Performance

Cumulative & Annualised Performance (%)
As of 2023/11/30
A2 EUR (Net) A2 EUR (With Sales Charge)*
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
2007/10/19
A2 EUR (Net) 9.99 3.53 9.65 40.15 30.45 8.37 15.82 16.26 12.25
A2 EUR (With Sales Charge)* 4.49 -1.64 4.17 33.14 23.92 6.53 14.64 15.66 11.89
Past performance is not a guide to future performance. All performance data includes both income and capital gains or losses and reflects the deduction of any ongoing charges or other fund expenses.
*Performance with sales charge assume 5.00% initial sales charge/front-end load (FEL) applied.
© Morningstar 2023. All rights reserved. NAV-NAV, gross income reinvested where applicable.
FEE INFORMATION
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2022/06/30) 		1.86%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate MSCI ACWI Information Technology Index + MSCI ACWI

Portfolio

Top Holdings (As of 2023/10/31)
% of Fund
Microsoft 9.95
Alphabet 8.04
NVIDIA 7.14
Meta Platforms 5.11
Amazon.com 4.40
Apple 3.82
Taiwan Semiconductor Manufacturing 3.30
Uber Technologies 2.91
Visa 2.58
Tencent 2.51

Documents

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