Horizon Global Technology Leaders Fund HGLZTI SICAV

Quarterly Update

Watch the investment team recap this quarter.

(Note: Filmed in April 2024).

Quarterly Update

Watch the investment team recap this quarter.

(Note: As at April 2024).

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.

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.

KEY DOCUMENTS

Investment Principles

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	1703980800000	1672444800000	1640908800000	1609372800000	1577750400000	1546214400000	1514678400000	1483142400000	1451520000000	1419984000000
X2 USD (Net)	49.74	-35.63	17.13	40.09	38.68	-7.47	42.93	5.51	3.45	9.90
X2 USD (Net)	49.74	-35.63	17.13	40.09	38.68	-7.47	42.93	5.51	3.45	9.90
A1 USD (Net)	50.64	-35.25	17.84	40.95	39.53	-6.92	43.77	6.11	4.07	10.55
A1 USD (Net)	50.64	-35.25	17.84	40.95	39.53	-6.92	43.77	6.11	4.07	10.55
A2 USD (Net)	50.64	-35.24	17.84	40.95	39.52	-6.91	43.79	6.17	4.03	10.57
A2 USD (Net)	50.64	-35.24	17.84	40.95	39.52	-6.91	43.79	6.17	4.03	10.57
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
MSCI ACWI/Information Tech & Comm Services NR	47.67	-32.28	22.38	38.25	38.53	-5.20	41.77	12.20	3.53	15.73
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12
Sector Equity Technology - OE	37.26	-36.40	12.13	47.75	35.10	-9.50	37.77	7.51	3.23	8.12

1703980800000

1672444800000

1640908800000

1609372800000

1577750400000

1546214400000

1514678400000

1483142400000

1451520000000

1419984000000

X2 USD (Net)

49.74

-35.63

17.13

40.09

38.68

-7.47

42.93

5.51

3.45

9.90

X2 USD (Net)

49.74

-35.63

17.13

40.09

38.68

-7.47

42.93

5.51

3.45

9.90

A1 USD (Net)

50.64

-35.25

17.84

40.95

39.53

-6.92

43.77

6.11

4.07

10.55

A1 USD (Net)

50.64

-35.25

17.84

40.95

39.53

-6.92

43.77

6.11

4.07

10.55

A2 USD (Net)

50.64

-35.24

17.84

40.95

39.52

-6.91

43.79

6.17

4.03

10.57

A2 USD (Net)

50.64

-35.24

17.84

40.95

39.52

-6.91

43.79

6.17

4.03

10.57

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

MSCI ACWI/Information Tech & Comm Services NR

47.67

-32.28

22.38

38.25

38.53

-5.20

41.77

12.20

3.53

15.73

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Sector Equity Technology - OE

37.26

-36.40

12.13

47.75

35.10

-9.50

37.77

7.51

3.23

8.12

Asset class	Equities
Product Structure	SICAV
Inception Date	Oct 16, 1996
Base Currency	USD
Fund Assets As of 30/04/24	$4.25B
Sector	Morningstar Sector Equity Technology
Benchmark	MSCI ACWI Information Technology Index + MSCI ACWI Communication Services Index
Year End	30-Jun
Pricing Basis	Single Priced

Horizon Global Technology Leaders Fund

Overview

Quarterly Update

Quarterly Update

INVESTMENT OBJECTIVE

ABOUT THIS FUND

KEY DOCUMENTS

PORTFOLIO MANAGEMENT

Graeme Clark

Alison Porter

Richard Clode, CFA

Performance

Portfolio

Documents

Enabling AI: Tailwinds for semiconductors and data centres

Quick View: nVIDIA – focus on the fundamentals, not the hype

JH Explorer in Phoenix: Autonomous driving on a progressive path to commercialisation

Horizon Global Technology Leaders Fund

Overview

Quarterly Update

Quarterly Update

INVESTMENT OBJECTIVE

ABOUT THIS FUND

KEY DOCUMENTS

PORTFOLIO MANAGEMENT

Graeme Clark

Alison Porter

Richard Clode, CFA

Performance

Portfolio

Documents

Related Insights

Enabling AI: Tailwinds for semiconductors and data centres

Quick View: nVIDIA – focus on the fundamentals, not the hype

JH Explorer in Phoenix: Autonomous driving on a progressive path to commercialisation