The Henderson SICAV Fund Range - Henderson Global Investors

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The Henderson SICAV fund range The Henderson SICAV fund range provides investors with the opportunity to gain access to specialist investment expertise and exciting investment opportunities across the world’s markets. The Henderson Horizon Fund is incorporated in Luxembourg as an open-ended investment company qualifying as a UCITS (Undertaking for Collective Investment in Transferable Securities). Within the Henderson Horizon Fund we offer a series of sub-funds, which cover virtually all types of investments, from blue-chip equities and government bonds, to highly specialised areas such as corporate bonds, property equities, smaller companies and technology. Using this range of sub-funds, investors are able to select the appropriate mix of investments for their specific needs and objectives. The range of funds we offer provides significant choice in terms of: • Asset classes (equities, bonds and property) • Coverage of large, medium and smaller companies • Investment approaches • Emphasis on yield and capital returns • Performance targets • Risk levels Together, they provide a global asset allocation toolset that investors can use to achieve the asset allocation and risk profile that meets their particular requirements. Naturally, most investors choose a broadly based portfolio to achieve an acceptable balance between growth and volatility. The result is outstanding diversity and opportunity – all in one fund. The benefits of the Henderson SICAV fund range: • A choice of equity and bond funds covering the world’s major markets. • The opportunity to begin building your wealth with as little as US$2,500 or currency equivalent. • The convenience of core European funds offering a euro currency base. • The ability to change or rebalance your investments cost-effectively by switching units between sub-funds in the Horizon range. • The reliability and experience of a fund established in 1985 as an investment company under Luxembourg legal statutes, which are recognised throughout Europe and respected around the world. www.henderson.com
Henderson SICAV fund range summary Asset Type Fund Name Launch Currency Fund Benchmark Date Manager Property Horizon Asia-Pacific 3 October 2005 US$ Frankie Lee FTSE EPRA/NAREIT Pure Asia Total Return Equities Property Equities Fund Net Dividend Index (Capital constrained) Horizon Global 3 January 2005 US$ Patrick Sumner FTSE EPRA/NAREIT Global Total Property Equities Fund Return Index Horizon Pan European 1 July 1998 Euro Patrick Sumner FTSE EPRA/NAREIT Developed Europe Property Equities Fund & Adrian Elwood Capped Net Total Return Index Asian Horizon China Fund 25 January 2008 US$ Andrew Mattock MSCI Golden Dragon Index Equities & Caroline Maurer Horizon Japanese 1 July 1985 US$ Michael Wood-Martin MSCI Japan Index Equity Fund Horizon Japanese Smaller 1 August 1985 US$ Yun Young Lee & Tokyo SE Second Section Index Companies Fund Michael Wood-Martin Horizon Pacific Equity Fund 1 July 1985 US$ Andrew Beal MSCI AC Pacific ex Japan Free Index Horizon Asian Dividend 23 October 2006 US$ Michael Kerley MCSI All Countries Asia Pacific ex Income Fund Japan Index European Horizon Continental 1 July 1984 Euro Paul Casson FTSE World Europe ex UK Index Equities European Equity Fund Horizon Pan European 19 November 2001 Euro Tim Stevenson FTSE World Europe Index Equity Fund Horizon Pan European 1 September 2004 Euro Ben Lofthouse MSCI Europe Inc UK Index Equity Dividend Fund Horizon Pan European 1 December 2006 Euro Paul Casson 50% MSCI Europe (Inc UK) Total Return Alpha Fund Net Dividends Index & 50% ECB benchmark rate Horizon Pan European 1 August 1993 Euro Ollie Beckett HSBC James Capel Smaller Companies Smaller Companies Fund Pan European Index Global Horizon Global 19 November 2001 US$ Manraj Sekhon MSCI World Index Equities Opportunities Fund Horizon Global 16 October 1996 US$ Stuart O’Gorman MSCI All Countries World Technology Fund Information Technology Index Horizon Industries 30 January 2009 Euro Tim Dieppe MSCI World Index of the Future Fund US Horizon American 19 November 2001 US$ Antony Gifford S&P 500 Index Equities Equity Fund & Nicholas Cowley Fixed Horizon Absolute Return 13 September 2006 Euro Phillip Apel 3 Month Euro Libor Income Fixed Income Fund
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The Henderson SICAV Fund Range - Henderson Global Investors

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