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.
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.
Una soluzione innovativa
Una soluzione innovativa
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 active and passive
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.
| Outcome | Share of active US large-cap funds (%) |
|---|---|
| Failed to beat the S&P 500 | 79 |
| Beat the S&P 500 | 14 |
Innovation - US Small / Mid Cap
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.
Global reach - Ex-US Equities
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.
| Anno | US (%) | International (%) |
|---|---|---|
| 2015 | 8 | 92 |
| 2016 | 16 | 84 |
| 2017 | 15 | 85 |
| 2018 | 26 | 74 |
| 2019 | 7 | 93 |
| 2020 | 23 | 77 |
| 2021 | 14 | 86 |
| 2022 | 18 | 82 |
| 2023 | 30 | 70 |
| 2024 | 21 | 79 |
| 2025 | 13 | 87 |
Global Fusion Equity aims to create a better way to win in equity investing: maintaining exposure to the US market you trust while seeking to offer the benefit of global diversification and performance enhancement potential through active stock selection.