Net Zero Transition Resources Active ETF (Managed Fund)

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Net Zero Transition Resources Active ETF (Managed Fund)

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Invest in the transition to net zero

Global efforts to decarbonise the world are leading to a new period of transition. This transition to net zero is aimed at achieving a goal of net zero carbon, or greenhouse gas, emissions. While this goal has no specific target deadline, more than 120 countries have pledged to reach net zero greenhouse gas emissions by around 2050, supported by more than 100 regional governments, 800 cities and 1,500 companies.

The Janus Henderson Net Zero Transition Resources Active ETF (Managed Fund, ‘JZRO’) has been established to invest in companies whose products, services and activities we consider to be contributing to, or benefiting from, the goal of achieving net zero carbon emissions.

An investment in JZRO is an investment in a portfolio of companies that are involved in the production and utilisation of resources, equipment and/or commodity-related products that we believe are necessary to enable a transition to a low-carbon global economy and well-positioned to benefit from ongoing and future demand for natural resources.

Although parts of the natural resources sector are far from being carbon neutral, we believe some of these companies have a unique opportunity to enable aggregated carbon reductions equivalent to multiples of the carbon they generate.

To decide what companies contribute to the transition to net zero and whether they will form part of the JZRO portfolio, we utilise a quality-driven, bottom-up, fundamental stock selection process.

This process incorporates the application of both negative and positive filters based on environmental, social and governance (‘ESG’) avoidance criteria and sustainability themes.

Our detailed Investment Principles describes how. Each investment is considered on a case by case basis by the JZRO Portfolio Management team in consultation with a dedicated Janus Henderson ESG Investment Team comprised of 14 investment professionals.

A world of opportunity awaits. Learn more about JZRO below.

Why choose the fund?

Invest in the transition

Invest in a global portfolio of companies selected for their potential to contribute to the achievement of a low-carbon economy.

Managed by an experienced team

The investment team has cumulative industry experience of over 120 years*, blending geological, technical, and industry knowledge.

Embedded sustainability analysis

Rigorous security selection process with integrated ESG analysis, identifying high quality companies with sustainable competitive advantages.

*As at 31 March 2022.

Why choose the fund?

Globe

Invest in
the transition

Magnifying glass

Embedded
sustainability analysis

3 People

Managed by an
experienced team

Quote Trillions of dollars will be needed to achieve net zero, creating a once-in-a-lifetime investment cycle across a wide range of sectors, particularly within natural resources.”

Daniel Sullivan
Head of Global Natural Resources

Trillions of dollars will be needed to achieve net zero, creating a once-in-a-lifetime investment cycle across a wide range of sectors, particularly within natural resources.

Daniel Sullivan
Head of Global Natural Resources

Multi-decade investment opportunity

With an estimated US$140 trillion of investment required to meet net zero by 2050, a window of opportunity presents itself to investors who recognise the vital nature of this transition, as well as the immense scale and breadth of this investment opportunity.

We see five key themes emerging from the transition to net zero, each with its own broad range of opportunities.

Energy
Transition

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  • Renewable Energy
  • Energy Storage
  • Hydrogen Power

Sustainable
Mobility

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  • Electric Vehicles
  • Low Carbon Transport
  • Batteries

Sustainable
Industry

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  • Recycling & Reuse
  • Plastic Replacement
  • Waste Reduction

Sustainable
Agribusiness

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  • Alternative Protein
  • Sustainable Farms
  • Low Carbon Food

Carbon
Reduction

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  • Reforestation
  • Carbon Pricing
  • Carbon Capture,
    Utilisation and Storage

Ready to invest? Explore ETF and fund pages

JZRO

Net Zero Transition Resources Active ETF

Find out more about the Janus Henderson Net Zero Transition Resources Fund Active ETF (Managed Fund).

Net Zero Transition Resources Fund

Find out more about the Janus Henderson Net Zero Transition Resources Fund (unlisted managed fund). 

Fund Facts
Asset Class Equities
Benchmark S&P Global Natural Resources Index
(net dividends reinvested) in AUD
Exchange (ETF) ASX
ASX Code (ETF) JZRO
Year End 30 June
ARSN 657 029 822
Inception Date March 2022
Investment Manager Janus Henderson Investors (Australia)
Institutional Funds Management Limited
Portfolio Managers Daniel Sullivan, Darko Kuzmanovic,
Tal Lomnitzer and Tim Gerrard
Management Fee 0.85% p.a.
Performance Fee Nil
Indirect Costs 0.00% p.a.
Distribution Frequency Semi-annually (if any)
Distribution Reinvestment Plan (ETF) Full participation available

Meet the Portfolio Managers

Daniel Sullivan
Head of Global Natural Resources
33 years of financial industry experience

Tim Gerrard
Portfolio Manager
42 years of financial industry experience

Tal Lomnitzer
Senior Investment Manager
22 years of financial industry experience

Darko Kuzmanovic
Senior Portfolio Manager
37 years of financial industry experience

Daniel Sullivan Daniel Sullivan
Head of Global Natural Resources
33 years of financial industry experience
Tim Gerrard Tim Gerrard
Portfolio Manager
42 years of financial industry experience
Tal Lomnitzer Tal Lomnitzer
Senior Investment Manager
22 years of financial industry experience
Darko Kuzmanovic Darko Kuzmanovic
Senior Portfolio Managers
37 years of financial industry experience

Insights

Webinar replay: Introducing JZRO

Hear from our portfolio managers as they introduce the Net Zero Transition Resources strategy and detail how they construct a portfolio of resource companies that are positioned for the transition to a low-carbon future.

View webinar