All FairSheets  ›  FairHorizon Orange

FairHorizon Orange Funds

Investment time-horizon: 10–15 years. Growth-oriented equity allocation. 30 curated funds in this bucket.

About FairHorizon Orange

Growth-oriented. Equities dominate (80/20 type allocations or pure-equity diversified funds). Drawdowns of 20–30% are possible but expected to recover over the 10–15 year horizon.

Expected return: 5–7% per annum. Expected volatility: 10–14% per annum. Time-horizon: 10–15 years.

Das Family Office uses FairHorizon as the primary lens for placing funds into client portfolios. The bucket determines the percentage of total wealth that may rationally sit in each fund, and the benchmarks against which performance is judged. See our strategies for the full classification framework.

Portfolio 5

Dimensional Funds PLC - World Allocation 80/20 Fund

Portfolio solution for FAIRHORIZON Orange. Global multi-asset aggressive allocation (80/20). Active quantitative high diversified fund-of-Dimensional funds portfolio.

FairHorizon Orange USD ACC
O1.1

SPDR MSCI All Country World UCITS ETF

Global developed and emerging market large/mid cap equities. Passive tracker on MSCI ACWI Index.

FairHorizon Orange USD ACC
O1.2

SPDR MSCI All Country World Investable Market UCITS ETF

Global developed and emerging market all caps equities. Passive tracker on MSCI ACWI IMI Index.

FairHorizon Orange ACC
O2

Vanguard FTSE All-World UCITS ETF

Global developed and emerging market all caps equities. Passive tracker on FTSE All-World Index.

FairHorizon Orange USD ACC
O3

Vanguard Investment Series PLC - Global Stock Index Fund

Global developed market large/mid cap equities. Passive tracker on MSCI World Index.

FairHorizon Orange USD ACC
O4

iShares Core MSCI World UCITS ETF

Global developed market large/mid cap equities. Passive tracker on MSCI World Index.

FairHorizon Orange USD ACC
O20

FI Institutional Global Equity Selection Fund

Global developed and emerging market large cap-biased equities. Active top-down focused strategy.

FairHorizon Orange USD ACC
O9

BNY Mellon Global Funds PLC - Long-Term Global Equity Fund

Global developed and emerging market large cap-biased equities. Active bottom-up focused strategy.

FairHorizon Orange USD W ACC
O21

FI Institutional Global Developed Equity Fund

Global developed market large cap-biased equities. Active top-down focused strategy.

FairHorizon Orange USD
O23

Pinebridge Global Funds - PineBridge Global Focus Equity Fund

Global developed market large cap-biased equities. Active bottom-up focused strategy with concentrated portfolio.

FairHorizon Orange Y USD INC
O24

Egerton Capital Equity Fund plc

Global developed market large cap-biased equities. Active bottom-up focused strategy with concentrated portfolio.

FairHorizon Orange I USD ACC
O22

iShares STOXX World Equity Multifactor UCITS ETF

Global developed market large/mid cap equities with multi-factor filter. Passive tracker on STOXX Developed World Equity Factor Screened Index.

FairHorizon Orange USD ACC
O15

iShares MSCI World Quality Dividend Advanced UCITS ETF

Global developed market large/mid cap equities with quality factor, yield factor, and ESG filters. Passive tracker on MSCI World High Dividend Yield Advanced Select Index.

FairHorizon Orange USD INC
O11

CT (Lux) Global Focus Fund

Global developed and emerging market large cap-biased growth-focused equities. Active strategy with concentrated portfolio.

FairHorizon Orange I USD ACC
O12

Wellington Global Quality Growth Fund

Global developed and emerging market large cap-biased growth-focused equities. Active bottom-up focused strategy with top-down macroeconomic overlay.

FairHorizon Orange N USD ACC
O25

Capital International Fund - Capital Group New Perspective Fund Lux

Global developed and emerging market large cap-biased growth-focused equities. Active top-down focused strategy.

FairHorizon Orange Z USD ACC
O13

Amundi Funds - Polen Capital Global Growth

Global developed and emerging market large cap-biased growth-focused equities. Active bottom-up focused strategy with highly concentrated portfolio.

FairHorizon Orange I2 USD ACC
O16

T Rowe Price Funds SICAV - Global Focused Growth Equity Fund

Global developed and emerging market large cap-biased growth-focused equities. Active bottom-up focused strategy.

FairHorizon Orange I USD ACC
O10

BNY Mellon Global Leaders Fund

Global developed market large cap growth-biased equities. Active bottom-up focused strategy with highly concentrated portfolio.

FairHorizon Orange E USD ACC
O27

Morgan Stanley Investment Funds - Global Opportunity Fund

Global developed and emerging market large cap-biased growth-focused equities with higher risk/return approach. Active bottom-up concentrated strategy.

FairHorizon Orange I USD ACC
O28

Baillie Gifford Worldwide Long Term Global Growth Fund

Global developed and emerging market large cap-biased growth-focused equities with higher risk/return approach. Active bottom-up concentrated strategy.

FairHorizon Orange B USD ACC
O19

iShares Edge MSCI World Quality Factor UCITS ETF

Global developed market large/mid cap equities with quality factor filter. Passive tracker on MSCI World Sector Neutral Quality Index.

FairHorizon Orange USD ACC
O26

GMO Funds PLC - GMO Quality Investment Fund

Global developed market large cap-biased equities. Active strategy with concentrated portfolio.

FairHorizon Orange USD ACC
O14

Fundsmith SICAV - Fundsmith Equity Fund

Global developed market large cap-biased equities. Active strategy with highly concentrated portfolio.

FairHorizon Orange I USD ACC
O18

iShares Edge MSCI World Value Factor UCITS ETF

Global developed market large/mid cap equities with value factor filter. Passive tracker on MSCI World Enhanced Value Index.

FairHorizon Orange USD ACC
O29

Fidelity Funds - Global Dividend Fund

Global developed large cap-biased dividend-focused equities. Active bottom-up focused strategy.

FairHorizon Orange A USD INC
O17

iShares Edge MSCI World Momentum Factor UCITS ETF

Global developed market large/mid cap equities with momentum factor filter. Passive tracker on MSCI World Momentum Index.

FairHorizon Orange USD ACC
O8

iShares MSCI World SRI UCITS ETF

Global developed market large/mid cap equities with ESG SRI filters. Passive tracker on MSCI World SRI Select Reduced Fossil Fuel Net Index.

FairHorizon Orange USD INC
O6

Vanguard Investment Series PLC - Vanguard ESG Developed World All Cap Equity Index Fund

Global developed market all caps equities with ESG SRI screening. Passive tracker on FTSE Developed All Cap Choice Index.

FairHorizon Orange USD ACC
O7

Dimensional Funds PLC - Global Core Equity Lower Carbon ESG Screened Fund

Global developed market all caps equities with ESG carbon screening. Active quantitative strategy.

FairHorizon Orange USD ACC