時刻捕捉顛覆效應的優勢

顛覆效應正迅速席捲全球經濟。如今這種翻天覆地的變化遍及各個行業,以至不同地區,有可能成為投資者的投資組合長線表現出色與否的決定因素。駿利亨德森貫徹基本因素分析,積極探索新的投資良機,時刻捕捉顛覆效應的優勢。

顛覆效應背後的三大趨勢

我們相信為,三大趨勢正在推動環球經濟轉型,並催生新的投資契機:

科技革命

先進科技對環球經濟掀起翻天覆地的變化,為投資者帶來無窮無盡的機遇。

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醫療護理的新紀元

科學家對人類基因組的認識愈來愈全面,加上強大的電腦運算能力,推動醫療護理行業邁向前所未有的變革。

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可持續投資

投資對象是在策略上緊貼重大環境和社會趨勢的企業,而這些趨勢正在扭轉環球經濟格局。

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駕馭顛覆效應為您的投資組合增值

駿利亨德森認為,投資者應著眼有望受惠於顛覆性力量的公司和行業,從中可掌握推動全球經濟轉型的創新發展的機遇。

  • Janus Henderson Horizon Global Technology Fund invests in a globally diversified portfolio of technology-related companies.

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  • Janus Henderson Horizon Global Sustainable Equity Fund invests at least 80% of its NAV in equities of companies worldwide, whose products and services are considered as contributing to positive environmental or social change.
  • Janus Henderson Horizon Biotechnology Fund invests at least 80% of its NAV in equities and equity-related instruments of biotechnology and biotechnology-related companies worldwide.
  • Investments involve varying degree of investment risks (e.g. liquidity, market, economic, political, regulatory, taxation, financial, interest rate, hedging and currency risks). In extreme market conditions, you may lose your entire investment.
  • Investments in financial derivatives instruments (“FDIs”) (such as futures, swaps, options, forward rate notes, and forward foreign exchange contracts) involve specific risks (e.g. counterparty, liquidity, leverage, volatility, valuation, short position and over-the-counter transaction risk).
  • Some sub-funds may use FDIs for investment purposes (up to 10% of its net assets) and / or for hedging and/or efficient portfolio management purposes.
  • Some sub-funds may invest in certain geographical area(s) /industry sector (e.g. technology, property) and may subject them to higher concentration risk.
  • Some sub-funds may invest in Eurozone (in particular Portugal, Italy, Ireland, Greece and Spain) securities and may suffer from Eurozone sovereign debt crisis risk.
  • Some sub-funds may be subject to various risks relating to sustainable investment approach, including concentration risk, subjective judgment in investment selection, exclusion risk, risk of reliance on corporate data or third-party information and change in nature of investments.
  • Janus Henderson Balanced Fund; Janus Henderson Global Life Sciences Fund; Janus Henderson US Forty Fund
  • Some sub-funds may invest in any one or a combination of the following instruments:
    • futures, options and swaps and other FDI for investment purposes, up to 10% of the net asset value ("NAV") of the sub-fund. Given the leverage effect of FDI, such investments may result in substantial loss (as much as 100% of the NAV of the relevant sub-fund);
    • debt securities rated below investment grade;
    • fixed and floating rate investment grade bonds; and
    • mortgage and asset-backed securities and/or in index/structured securities. These financial instruments may be rated below investment grade.
  • Investing in any one of the above instruments may involve substantial credit/counterparty, market, liquidity, currency, leverage, index, interest, swap and downgrading risks. If the issuers default, or such securities or their underlying assets, cannot be realised or perform badly, investors’ entire investments may be lost.
  • Some sub-funds' A inc share class may at its discretion (i) pay dividends out of the capital of the sub-fund, and (ii) pay dividends out of gross income while charging all or part of the fees and expenses to the capital of the sub-fund, resulting in an increase in distributable income available for the payment of dividends by the sub-fund and therefore, the sub-fund may effectively pay dividends out of capital. This may result in an immediate reduction of the sub-fund’s net asset value per share, and it amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment.
  • Some sub-funds' investments involve developing markets. Owing to its potentially higher volatility and risk levels, as well as lower political and economic stability than developed markets, asset values could be affected in various levels.
  • Some sub-fund’s investments may be more concentrated in terms of industry risk than others that diversify across industries and may therefore be subject to higher industry risk than sub-funds with more diversified holdings.
  • Some sub-fund’s investments may be more concentrated than others that diversify across investments and may therefore be subject to higher risk than sub-funds with more diversified investments.

The investment decision is yours. If you are in any doubt about the contents of this document, you should seek independent professional financial advice. Investors should not only base on this document alone to make investment decisions and should read the offering documents including the risk factors for further details.

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駿利亨德森平衡基金

過去20多年,透過靈活資產配置策略,提供全面的核心解決方案,並展現我們在股票和固定收益方面的專長
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駿利亨德森環球生命科技基金

此策略透過了解健康護理行業的科學和業務,投資於解決龐大醫療需求或提升醫療效率的公司
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駿利亨德森遠見基金 - 生物科技基金

在快速發展的生物科技領域,投資於創新專注解決龐大醫療需求或提升健康護理效率的公司。
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駿利亨德森遠見基金 - 環球科技基金

透過投資於科技相關公司的全球多元化投資組合,旨在創造長期資本增值
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駿利亨德森遠見環球可持續發展股票基金

運用環球股票投資策略同時實現可持續和負責任的投資。
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駿利亨德森美國40基金

憑著有別於市場的觀點,我們能夠在增長有限的領域發掘到增長機遇,長遠有望協助我們的投資跑贏指數
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自2020年7月1日起,駿利亨德森遠見環球科技基金名稱更改為駿利亨德森遠見環球科技領先基金。

以進取思維設計投資方針

我們深信,正面迎擊不明朗因素是明智之舉,不應只順應變化,更要從中發掘機遇。歡迎了解我們的投資專家如何在基本因素研究中貫徹這種方針,認識駿利亨德森獨特的「知識.共享」理念。

疫情期間可持續投資表現如何(英文版)

環球可持續發展股票主管Hamish Chamberlayne討論環球可持續發展股票投資在2019 冠状病毒病疫情期間的表現,以及團隊如何應對近期市場從增長轉到價值因素的趨勢。

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如何才可重新開放全球經濟?(英文版)

在2019 冠狀病毒病的科學發展及投資影響系列的最新一輯影片中,投資組合經理Andy Acker和生物科技分析師Agustin Mohedas討論各國經濟重新開放所得的經驗、病毒的死亡率和疫苗開發的最新消息。

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科技的優勢:協助對抗2019冠狀病毒病

環球科技團隊成員Alison Porter、Graeme Clark及Richard Clode討論「科技巨頭」公司正如何幫助社區及政府渡過疫情,以及分析這可能對科技行業監管產生的影響。

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