Janus Henderson Horizon Euroland Fund H2 EUR

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Performance History31/10/2021
Growth of 1,000 (GBP) Advanced Graph
Janus Henderson Horizon Euroland Fund H2 EUR
Fund15.0-15.716.93.419.6
+/-Cat-0.8-2.60.0-0.56.6
+/-B’mrk-2.0-3.9-1.5-1.26.0
 
Key Stats
NAV
29/11/2021
 EUR 17.17
Day Change -0.40%
Morningstar Category™ Eurozone Large-Cap Equity
ISIN LU0976557156
Fund Size (Mil)
31/10/2021
 EUR 1358.73
Share Class Size (Mil)
26/11/2021
 EUR 68.96
Max Initial Charge 5.00%
Ongoing Charge
27/07/2021
  1.10%
Morningstar Research
Analyst Report

This strategy benefits from an opinionated and highly experienced lead-manager, who has self-developed a time-tested and methodical approach. However, our conviction in this strategy is withheld because of concerns on his workload and...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAverage
ProcessAverage
Performance
Price
Investment Objective: Janus Henderson Horizon Euroland Fund H2 EUR
The Fund aims to provide capital growth over the long term. The Fund invests at least 75% of its net assets in equities or equity-related instruments of companies incorporated or having their principal business activities in Euroland countries (i.e. countries having adopted the Euro as their national currency in the member state of the European Monetary Union). The Fund may invest in companies of any size, including smaller capitalisation companies, in any industry. Equity-related instruments may include depository receipts. The Fund may use derivative instruments (such as futures, forwards, options and warrants) to reduce risk and to manage the Fund more efficiently. Under no circumstances shall the use of these instruments and techniques cause a Fund to diverge from its investment policy.
Returns
Trailing Returns (GBP)29/11/2021
YTD17.55
3 Years Annualised10.42
5 Years Annualised8.06
10 Years Annualised*12.12
12 Month Yield 0.00
Management
Manager Name
Start Date
Nick Sheridan
07/11/2011
Inception Date
18/03/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI EMU NR EURMSCI EMU NR EUR
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 Euroland Fund H2 EUR31/10/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.430.0097.43
Bond0.000.000.00
Property0.000.000.00
Cash2.580.012.57
Other0.000.000.00
Top 5 Regions%
Eurozone89.39
United Kingdom6.38
Asia - Developed2.82
United States1.42
Canada0.00
Top 5 Sectors%
Industrials21.56
Technology14.21
Consumer Cyclical12.88
Financial Services11.02
Communication Services10.81
Top 5 HoldingsSector%
Porsche Automobil Holding SE Par... Consumer CyclicalConsumer Cyclical4.60
RELX PLCCommunication ServicesCommunication Services4.16
ASM International NVTechnologyTechnology3.94
Deutsche Post AGIndustrialsIndustrials3.81
Sanofi SAHealthcareHealthcare3.69
Janus Henderson Horizon Euroland Fund H2 EUR

Related

* This share class has performance data calculated prior to the inception date, 2014-03-18. This is based upon a simulated/extended track record, using the track record of Janus Henderson Hrzn Euroland A2 EUR (ISIN: LU0011889846), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)