Janus Henderson Horizon Global Technology Leaders Fund A2 USD

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Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
Janus Henderson Horizon Global Technology Leaders Fund A2 USD
Fund31.3-1.134.136.68.4
+/-Cat6.02.24.0-7.11.9
+/-B’mrk5.1-4.6-7.7-2.72.9
 
Key Stats
NAV
07/05/2021
 USD 159.05
Day Change 1.44%
Morningstar Category™ Sector Equity Technology
ISIN LU0070992663
Fund Size (Mil)
31/03/2021
 USD 4099.91
Share Class Size (Mil)
07/05/2021
 USD 2011.51
Max Initial Charge 5.00%
Ongoing Charge
06/04/2021
  1.88%
Morningstar Research
Analyst Report

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

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 Leaders Fund A2 USD
The Fund aims to provide capital growth over the long term. The Fund invests at least 90% of its net assets in equities or equity-related instruments of technology-related companies or companies that derive the main part of their revenue from technology. The Fund may invest in companies of any size, including smaller capitalisation companies, in any country. 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. On an ancillary basis and for defensive purposes, the Fund may invest in: • investment grade government bonds and associated derivative instruments; • cash and Money Market Instruments.
Returns
Trailing Returns (GBP)07/05/2021
YTD5.27
3 Years Annualised21.58
5 Years Annualised27.17
10 Years Annualised17.92
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
15/10/1996
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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 Leaders Fund A2 USD31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.070.0098.07
Bond0.000.000.00
Property0.000.000.00
Cash7.245.311.93
Other0.000.000.00
Top 5 Regions%
United States78.89
Asia - Developed12.32
Asia - Emerging4.24
Eurozone3.53
Japan0.69
Top 5 Sectors%
Technology64.10
Communication Services21.49
Consumer Cyclical6.66
Financial Services6.48
Industrials0.69
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology7.77
Apple IncTechnologyTechnology7.45
Facebook Inc ACommunication ServicesCommunication Services5.37
Alphabet Inc ACommunication ServicesCommunication Services5.07
Samsung Electronics Co LtdTechnologyTechnology3.32
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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