Horizon Pan European Absolute Return Fund

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide a positive (absolute) return, regardless of market conditions, over any 12 month period. A positive return is not guaranteed over this or any other time period, and particularly over the shorter term the Fund may experience periods of negative returns. Consequently your capital is at risk.

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The Fund invests at least two-thirds of its total assets in shares or equity-related instruments of companies, which are domiciled in or derive most of the revenue from Europe (including UK). The Fund makes extensive use of derivatives (complex financial instruments) to take both ‘long’ and ‘short’ positions in the companies and may invest in companies of any size, in any industry.

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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.

PORTFOLIO MANAGEMENT

Robert Schramm-Fuchs

Portfolio Manager

Industry since 2005. Joined Firm in 2014.

John Bennett

Director of European Equities | Portfolio Manager

Industry since 1987. Joined Firm in 2011.

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 1.20%
Ongoing Charge
(As of 31/12/2019)
1.87%
Performance Fee 20% of the 'Relevant Amount'

Portfolio

Top Holdings (As of 30/09/2020)
% of Fund
Nestl 3.95
ASML 3.51
Symrise 2.95
Geberit 2.80
STMicroelectronics 2.71
Knorr-Bremse 2.66
SAP 2.57
Atlas Copco 2.51
Daimler 2.47
Volvo 2.46

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