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Janus Henderson Horizon Global Technology Fund I2 USD

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Janus Henderson Horizon Global Technology Fund I2 USD
Fund11.027.732.5-0.328.3
+/-Cat2.5-0.27.23.13.6
+/-B’mrk0.2-5.26.2-3.7-5.5
 
Key Stats
NAV
17/10/2019
 USD 104.94
Day Change 0.39%
Morningstar Category™ Sector Equity Technology
ISIN LU0196035553
Fund Size (Mil)
30/09/2019
 USD 2643.85
Share Class Size (Mil)
16/10/2019
 USD 171.76
Max Initial Charge -
Ongoing Charge
28/06/2019
  1.00%
Morningstar Research
Analyst Report

A reasonable, core-like option for technology exposure.Since the departure of previous lead manager Stuart O’Gorman in September 2017, the fund has been managed by Alison Porter, Graeme Clark, and Richard Clode. The three current comanagers...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentNeutral
ProcessNeutral
PerformanceNeutral
PriceNeutral
Investment Objective: Janus Henderson Horizon Global Technology Fund I2 USD
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.
Returns
Trailing Returns (GBP)17/10/2019
YTD26.64
3 Years Annualised17.97
5 Years Annualised22.16
10 Years Annualised17.21
12 Month Yield 0.00
Management
Manager Name
Start Date
Graeme Clark
30/11/2017
Richard Clode
30/11/2017
Click here to see others
Inception Date
01/07/2004
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI IT+COMM SVC NR USDMSCI World/Information Tech NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Janus Henderson Horizon Global Technology Fund I2 USD31/08/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.820.0097.82
Bond0.000.000.00
Property0.000.000.00
Cash7.435.242.18
Other0.000.000.00
Top 5 Regions%
United States82.93
Asia - Emerging7.96
Asia - Developed4.00
Eurozone3.26
Europe - Emerging0.92
Top 5 Sectors%
Technology75.88
Consumer Cyclical9.50
Financial Services8.68
Industrials5.94
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.92
Apple IncTechnologyTechnology6.88
Facebook Inc ATechnologyTechnology6.18
Alphabet Inc ATechnologyTechnology4.93
Visa Inc Class AFinancial ServicesFinancial Services4.61
Janus Henderson Horizon Global Technology Fund I2 USD
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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