Janus Henderson Horizon Global Technology Leaders Fund A2 USD

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Janus Henderson Horizon Global Technology Leaders Fund A2 USD
Fund36.618.9-27.142.119.9
+/-Cat-7.14.01.110.713.1
+/-B’mrk--13.3-3.1-3.36.0
 
Key Stats
NAV
18/06/2024
 USD 218.93
Day Change 1.24%
Morningstar Category™ Sector Equity Technology
ISIN LU0070992663
Fund Size (Mil)
31/05/2024
 USD 4532.04
Share Class Size (Mil)
18/06/2024
 USD 2303.15
Max Initial Charge 5.00%
Ongoing Charge
20/03/2024
  1.87%
Morningstar Research
Analyst Report16/11/2023
Harsh Jain, Analyst
Morningstar, Inc

Janus Henderson Horizon Global Technology is a reasonable option for technology exposure, but given the structure of the approach, all share classes retain a Morningstar Analyst Rating of Neutral. Since the departure of long-standing lead...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People23
Parent23
Process23
Performance
Price
Investment Objective: Janus Henderson Horizon Global Technology Leaders Fund A2 USD
The Fund aims to provide capital growth over the long term.
Returns
Trailing Returns (GBP)18/06/2024
YTD29.49
3 Years Annualised13.48
5 Years Annualised18.77
10 Years Annualised19.86
12 Month Yield 0.00
Management
Manager Name
Start Date
Graeme Clark
01/08/2017
Richard Clode
01/08/2017
Click here to see others
Inception Date
15/10/1996
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI IT+COMM SVC NR USDMorningstar Gbl Tech TME 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 Leaders Fund A2 USD31/05/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.070.0096.07
Bond0.000.000.00
Property0.000.000.00
Cash3.970.053.93
Other0.000.000.00
Top 5 Regions%
United States87.92
Asia - Emerging4.03
Asia - Developed3.82
Latin America2.16
Canada1.18
Top 5 Sectors%
Technology67.11
Communication Services19.07
Consumer Cyclical9.88
Financial Services3.93
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology9.71
Microsoft CorpTechnologyTechnology9.57
Alphabet Inc Class ACommunication ServicesCommunication Services6.08
Meta Platforms Inc Class ACommunication ServicesCommunication Services5.10
Amazon.com IncConsumer CyclicalConsumer Cyclical4.80
Janus Henderson Horizon Global Technology Leaders Fund A2 USD

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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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