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For financial professionals in Australia

Sustainable Credit Fund

A diversified credit portfolio of debt securities issued by companies with robust sustainable practices or the potential to enhance outcomes for society or the planet.

ARSN
662 889 214

Entry Price
$1.0258
As of 01/05/2025

Exit Price
$1.0241
As of 01/05/2025

Overview

INVESTMENT OBJECTIVE

Performance objective
The Fund seeks to achieve a total return before fees that exceeds the total return of the Benchmark by 0.75% p.a. over rolling 3-year periods.

Sustainability objective
The Fund seeks to invest in credit securities which the Manager expects currently or will in the future contribute positively towards eight ‘People’ and/or ‘Planet’ themes.

INTRODUCING SUSTAINABLE CREDIT

ABOUT THIS FUND

  • Provides access to an actively managed, diversified portfolio of Australian and global investment grade and sub-investment grade credit securities that are issued by entities with robust sustainable practices and are considered by the Manager to currently, or in the future, contribute positively towards ‘People’ and/or ‘Planet’ themes.
  • The Fund seeks to achieve a total return before fees that exceeds the total return of the Benchmark by 0.75% p.a. over rolling three year periods.
  • The Manager utilises a proprietary ‘Holistic’ framework combining qualitative environmental, social and governance (ESG) assessments with third-party ESG measures and metrics to assess issuers; a process then complemented by active stewardship and engagement activities.

Please see the ‘Investment policy/approach’ section of the Product Disclosure Statement (PDS) for definitions and explanations of all terms used.

Key Information

Asset classFixed Income
Product structureAustralian MIS
Base currencyAUD
BenchmarkBloomberg AusBond Composite 0-5Yr Index
Year end30-Jun
ARSN662 889 214
Inception date7 February 2023
Portfolio ManagerJay Sivapalan, CFA
Shan Kwee, CFA
Management costs0.50% p.a.
Performance feeNil
Distribution frequencyMonthly (if any)

Portfolio Management

Jay Sivapalan, CFA

Head of Australian Fixed Interest | Portfolio Manager

Industry since 1998. Joined Firm in 2015.

Shan Kwee, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2018.

Performance

Cumulative & Annualised Performance (%)
As of 31/03/2025
Sustainable Credit Fund Bloomberg AusBond Composite 0-5Yr Index
 
  Cumulative Annualised
  1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
12/02/2023
Sustainable Credit Fund 0.44 1.80 2.42 5.48 - - - 5.22
Bloomberg AusBond Composite 0-5Yr Index 0.44 1.36 1.90 4.35 - - - 4.06

Documents