Unlocking new opportunities in global equities
Investing today means navigating a complex universe in constant change. Markets are shifting, trends are accelerating, and leadership is expanding beyond the largest US companies.
Global equities can open the door to innovation shaping the future. With attractive valuations and powerful themes, now could be the time to look beyond borders for diversification and long-term growth.
Marketing communication. Past performance does not predict future returns.
The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
Why choose the Horizon Global Fusion Equity Fund?
Mentalità orientata alla crescita
Mentalità orientata alla crescita
Puntare all'innovazione e alla diversificazione geografica, con l'obiettivo di cogliere la prossima ondata di crescita dove sta accelerando.
Innovative solution
Innovative solution
Una combinazione sofisticata di strategie attive e passive concepita per generare migliori risultati azionari globali attraverso un approccio differenziato.
Efficienza dei costi
Efficienza dei costi
Una struttura ottimizzata che mira a mantenere i prezzi competitivi senza sacrificare la performance. Attivo dove si crea valore aggiunto, passivo dove si risparmia sui costi.
Harnessing the Power of Three Engines for a Smarter Solution
US large cap - core growth
A passive building block aims to replicate the performance of proven US powerhouses for cost efficiency and exposure to growing secular themes.
Foundations of confidence
Power of US Large Caps demonstrated by compound annual growth rate (CAGR)1
Higher dispersion can reward stock picking
TOP 50 MSCI WORLD SMALL CAP STOCKS DELIVER
236%
AVERAGE ANNUAL RETURN2
US small/mid cap - innovation
An active sleeve that targets under-the-radar, often mispriced companies positioned for attractive growth potential. Our deep expertise in this less researched market allows us to unearth true stock winners.
Hidden gems, big potential
Ex‑US equities - global reach
An active sleeve that focuses on ex-US companies embedded in global ecosystems, offering exposure to the powerful structural trends that aim to drive their earnings growth.
Global expansion, vast opportunity
Domicile of top 100 performing stocks (%) - MSCI ACWI Index3
Global Fusion Equity aims to create a better way to win in equity investing: maintaining exposure to the US market you trust while aiming to offer the benefit of global diversification and performance enhancement potential through active stock selection.
Source: Janus Henderson Investors
1 US Large Cap – Bloomberg, as at 30 September 2025. Other Equities Markets – Morningstar, as at 30 September 2025.
2 Bloomberg, 6 Yr average, of annual data.
3 Morningstar, as at 31 December 2024
Note: 1 Large Caps are represented by the Russell Top 200 Index. Other equities markets include: US Bonds represented by the Bloomberg US Aggregate Bond Index, Emerging Markets represented by the MSCI Emerging Markets Index, Global ex-US represented by MSCI ACWI ex-US Index, Europe represented by the MSCI Europe Index. Small Caps represented by the Russell 2000 Growth Index, Large Cap Value represented by the Russell 1000 Value Index, SMID represented by the Russell 2500 Growth Index, Global represented by the MSCI World Index, Mid Caps represented by the Russell Mid Cap Growth Index and US represented by the S&P 500 Index. The opinions are as of the date quoted, are subject to change and may not reflect the views of others in the organisation. The comments should not be construed as a recommendation of individual holdings or market sectors, but as an illustration of broader themes. Actual results may vary, and the information should not be considered or relied upon as a performance guarantee. For illustrative purposes only.
Note: Actual results may vary, and the information should not be considered or relied upon as a performance guarantee. For illustrative purposes only.
The answer is Active AND Passive
There are multiple approaches to investing in global equities, from active strategies that employ bottom-up stock picking, to passive index trackers like exchange traded funds. All these options come with advantages and disadvantages.
Market efficiency varies significantly across regions and segments. In less efficient areas, such as small/mid-cap and ex-US equities, active management can uncover meaningful opportunities for outperformance. In contrast, highly efficient markets like US large caps are better suited to passive exposure, where cost control and benchmark alignment is desirable.
Global Fusion Equity’s dynamic, targeted approach is an adaptive portfolio that aims to deliver growth through stock selection where being active truly matters.
Fusion Equity Fund
This smarter solution aims to provide a portfolio with resilience today, acceleration tomorrow and access to the world’s evolving opportunities.
| PASSIVE US Large Cap | ACTIVE US Small/Mid cap & ex-US | GLOBAL FUSION EQUITY | |
|---|---|---|---|
| Low cost | X | ||
| Alpha potential | X | ||
| Flexibility to market conditions | X | ||
| Exploit inefficiencies | X | ||
| Transparency | X | ||
| Broad exposure | X | ||
| Performance consistency | X |
Source: Janus Henderson Investors, December 2025.
Note: Actual results may vary, and the information should not be considered or relied upon as a performance guarantee. For illustrative purposes only
