Please ensure Javascript is enabled for purposes of website accessibility Global Sustainable Equity Fund - Janus Henderson Investors
For wholesale investors in Australia

Global Sustainable Equity Active ETF (Managed Fund)

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

Ticker
FUTR

NAV Per Unit (interim)
$34.6680
As of 22/05/2024

NAV Per Unit (final)
$34.7240
As of 23/05/2024

iNAV
$34.8438
As of 24/05/2024 16:11:47pm AEST

Overview

Quarterly Update

Watch the investment team recap this quarter.

(Note: Filmed in April 2024).

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • 30 year anniversary sustainable equityEstablished strategy built on a 30-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement

INVESTMENT OBJECTIVE

The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods.

The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy.

The companies in which the Fund will invest will typically be strategically aligned with trends such as climate change, resource constraints, growing populations, and ageing populations. The Fund avoids investing in fossil fuels and companies that stand to be disrupted by the transition to a low-carbon economy.

ABOUT THIS FUND

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society; and at the same time, it helps us stay on the right side of disruption by avoiding companies we consider to be involved in activities that are harmful to the environment or society.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity | Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analysed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

Read Less

KEY DOCUMENTS

Investment
Principles

GSE-Investment_Investment_principles_660x440

Annual sustainability
report

GSE-Annual-sustainability-report_660x440

Quarterly impact
report

GSE-Quarterly-impact-report_660x440

Key Information

NAV Per Unit (interim) $34.6680 As of 22/05/2024
NAV Per Unit (final) $34.7240 As of 23/05/2024
iNAV Loading
Exchange ASX
Exchange code / Ticker FUTR
ARSN 651 993 118
Underlying fund inception date 1 Sep 2021
Investment Manager Janus Henderson Investors UK Limited
Portfolio Manager Aaron Scully, CFA
Hamish Chamberlayne, CFA
Management costs 0.80% p.a.
Performance fee Nil
Distribution frequency Semi-annually (if any)
Distribution Reinvestment Plan (DRP) Full participation available
ETF Assets Under Management (AUM) $1.32 million as at 30 April 2024

PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

PERFORMANCE (% p.a.) (As of 30/04/2024)
Global Sustainable Equity Fund MSCI World Index (net dividends reinvested) in AUD
1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
(20/09/2021)
Global Sustainable Equity Fund -3.71 6.12 18.65 19.20 - - - 4.47
MSCI World Index (net dividends reinvested) in AUD -3.26 5.46 17.29 20.48 - - - 9.36

Documents