Adoption of Sustainability Focus™ label and prospectus disclosure updates
Please note that with effect from 15 April 2025 the Fund will adopt the Sustainability Focus™ label.
Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in April 2025).
DEFINING CHARACTERISTICS OF OUR STRATEGY
Established strategy built on a 30-year history of sustainable investing and innovative thought leadership- High-conviction portfolio of companies selected for their potential to deliver compounding growth and their ability to contribute to the development of a more sustainable global economy
- Committed to provide clients with high standards of engagement, transparency and measurement
KEY DOCUMENTS
Investment
Principles
Annual ESG, Sustainability and Climate Report
Quarterly ESG, Sustainability and Climate Report
INVESTMENT OBJECTIVE
The Horizon Global Sustainable Equity Fund aims to achieve capital growth. The Fund invests at least 80% of its net assets in equities of companies worldwide, whose products and services are considered by the Investment Manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the Investment Manager potentially considers to have a negative impact on the development of a sustainable global economy.
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The Fund may invest in companies of any size, including smaller capitalisation companies.
On an ancillary basis and for defensive purposes, the Fund may also invest in money market instruments and cash.
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RATINGS AND AWARDS
RATINGS AND AWARDS
