Please ensure Javascript is enabled for purposes of website accessibility Sustainable Credit Fund - Janus Henderson Investors - Australia Professional Adviser
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
$1.0315
As of 08/09/2025

Exit Price
$1.0298
As of 08/09/2025

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.

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 31/08/2025
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 0.63 1.49 3.83 6.34 - - - 5.71
Bloomberg AusBond Composite 0-5Yr Index 0.37 0.91 2.86 4.76 - - - 4.35

Documents