Janus Henderson Horizon Global Technology Fund I2 USD

Performance History31/03/2020
Growth of 1,000 (GBP) Advanced Graph
Janus Henderson Horizon Global Technology Fund I2 USD
Fund27.732.5-0.335.3-6.8
+/-Cat-0.27.23.15.22.1
+/-B’mrk-5.26.2-3.7-6.50.4
 
Key Stats
NAV
06/04/2020
 USD 100.20
Day Change 3.05%
Morningstar Category™ Sector Equity Technology
ISIN LU0196035553
Fund Size (Mil)
29/02/2020
 USD 2755.67
Share Class Size (Mil)
06/04/2020
 USD 156.09
Max Initial Charge -
Ongoing Charge
12/02/2020
  1.00%
Morningstar Research
Analyst Report

Janus Henderson Horizon Global Technology is a reasonable, corelike option for technology exposure, but given the structure of the approach, team turnover, and a relatively new comanagement setup, all share classes retain a Morningstar Analyst...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAverage
Performance
Price
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)06/04/2020
YTD-6.39
3 Years Annualised14.14
5 Years Annualised17.96
10 Years Annualised14.81
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 USD29/02/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.020.0097.02
Bond0.000.000.00
Property0.000.000.00
Cash7.444.462.98
Other0.000.000.00
Top 5 Regions%
United States80.02
Asia - Emerging9.85
Asia - Developed5.88
Japan1.94
Eurozone1.77
Top 5 Sectors%
Technology60.34
Communication Services23.55
Consumer Cyclical8.14
Financial Services6.95
Consumer Defensive0.51
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology9.44
Apple IncTechnologyTechnology7.54
Facebook Inc ACommunication ServicesCommunication Services5.80
Alphabet Inc ACommunication ServicesCommunication Services4.79
Tencent Holdings LtdCommunication ServicesCommunication Services4.39
Janus Henderson Horizon Global Technology Fund I2 USD

Related

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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