Net Zero Transition Resources Active ETF (Managed Fund)
Net Zero Transition Resources Active ETF (Managed Fund)
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.
Active global equities exposure
Opportunities across five sustainable sub-themes including energy, sustainable mobility & industry, agribusiness and carbon reduction.
Embedded sustainability analysis
Rigorous security selection process with integrated ESG analysis, identifying high quality companies with sustainable competitive advantages.
Why choose the fund?
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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.
Tal Lomnitzer |
“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
- Renewable Energy
- Energy Storage
- Hydrogen Power
Sustainable
Mobility
- Electric Vehicles
- Low Carbon Transport
- Batteries
Sustainable
Industry
- Recycling & Reuse
- Plastic Replacement
- Waste Reduction
Sustainable
Agribusiness
- Alternative Protein
- Sustainable Farms
- Low Carbon Food
Carbon
Reduction
- Reforestation
- Carbon Pricing
- Carbon Capture,
Utilisation and Storage
Ready to invest? Explore ETF and fund pages
| 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 Manager | Tal Lomnitzer |
| 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 Manager
Tal Lomnitzer
Senior Investment Manager
24 years of financial industry experience
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Tal Lomnitzer Senior Investment Manager 24 years of financial industry experience |
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