Please ensure Javascript is enabled for purposes of website accessibility Horizon Japan Opportunities Fund - Janus Henderson Investors - Singapore Investor
For investors in Singapore

Horizon Japan Opportunities Fund

For investors seeking quality growth and cash-flow positive businesses with deep, local insight.

ISIN
LU0011889929

NAV
USD 30.20
As of 2026/03/05

1-Day Change
USD -0.35 (-1.15%)
As of 2026/03/05

Overview

INVESTMENT OBJECTIVE

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

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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of Japanese companies, of any size, in any industry.

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ABOUT THIS FUND

LOCALISED INVESTMENT APPROACH
Experienced lead manager with local expertise and a proven track record, supported by a well-resourced firm.

NOT STYLE CONSTRAINED
Built on a foundation of quality, the fund also considers mispriced quality companies on an opportunistic basis.

HIGH CONVICTION
Repeatable, fundamentals-driven process, investing in a concentrated portfolio of profitable businesses demonstrating cash-flow growth.

Portfolio Management

Junichi Inoue

Head of Japanese Equities | Portfolio Manager

Industry since 1995. Joined Firm in 2016.

Performance

Cumulative & Annualised Performance (%)
As of 2026/01/31
A2 USD (With Sales Charge)* Tokyo Stock Price Index (TOPIX) NR Japan Large-Cap Equity - OE A2 USD (Net)
 
  Cumulative Annualised
1MO 3MO 6MO YTD 1YR 3YR 5YR 10YR Since Inception
1985/07/31
A2 USD (With Sales Charge)* 0.77 4.12 9.12 0.77 20.96 14.16 5.10 8.51 4.38
Tokyo Stock Price Index (TOPIX) NR 6.31 7.04 19.34 6.31 31.08 17.41 8.19 9.07 5.95
Japan Large-Cap Equity - OE 5.79 6.20 18.92 5.79 29.87 16.57 7.13 8.70 6.25
A2 USD (Net) 6.08 9.60 14.86 6.08 27.33 16.13 6.18 9.07 4.52

Recommended holding period 5 Years

Example Investment: USD 10,000

Scenarios If you exit after 1 year If you exit after 5 years
MinimumThere is no minimum guaranteed return. You could lose some or all of your investment
StressWhat you might get back after costs2,730 USD2,400 USD
Average return each year-72.74%-24.84%
UnfavourableWhat you might get back after costs6,570 USD8,860 USD
Average return each year-34.35%-2.40%
ModerateWhat you might get back after costs10,560 USD13,260 USD
Average return each year5.56%5.81%
FavourableWhat you might get back after costs14,070 USD17,670 USD
Average return each year40.73%12.06%
Fee Information
Initial Charge 5.00%
Annual Charge 1.20%
Ongoing Charge
(As of 2024/06/30)
1.92%
Performance Fee 10% of the 'Relevant Amount'
Hurdle Rate Tokyo Stock Price Index

Portfolio

Top Holdings (As of 2026/01/31)
% of Fund
Toyota Motor 6.56
Sumitomo Mitsui Financial Group 6.18
Japan Post Bank 5.57
Hitachi 5.18
Sony Group 5.12
Tokio Marine 4.99
Tokyo Ohka Kogyo 4.69
Dai-ichi Life 4.01
Mitsui Fudosan 3.91
Fujitsu 3.87
TOTAL 50.08
Sector Allocation % of Fund % of Index % of Fund % of Index As of 2026/01/31
Market Capitalization Range of Equity Holdings % of Fund % of Index % of Fund % of Index As of 2026/01/31
Country/Geographic Exposures % of Fund % of Index % of Fund % of Index As of 2026/01/31
Regional Allocation % of Fund % of Index % of Fund % of Index As of 2026/01/31

Documents