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
LU1316542783

NAV
SGD 148.22
As of 2023/09/20

1-Day Change
SGD 0.81 (0.55%)
As of 2023/09/20

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.

PORTFOLIO MANAGEMENT

Graeme Clark

Portfolio Manager

Industry since 1994. Joined Firm in 2013.

Alison Porter

Portfolio Manager

Industry since 1995. Joined Firm in 2014.

Richard Clode, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2014.

Performance

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 2023/08/31)
% of Fund
Microsoft 9.05
Alphabet 8.18
NVIDIA 8.01
Amazon.com 4.77
Meta Platforms 4.44
Apple 3.89
Taiwan Semiconductor Manufacturing 3.09
Uber Technologies 2.94
Visa 2.70
Tencent 2.61

Documents