Change of Portfolio Managers line up - 20 July 2022
As a firm, we continuously strive to enhance our investment performance for the benefit of our clients and align our offerings to support our clients’ goals. In recognition of this, we are announcing that effective 1 August 2022, Marc Schartz and Simon Rowe, European equities Portfolio Managers at Janus Henderson Investors, will assume responsibility for co-managing the Janus Henderson Horizon Pan European Equity Fund.
The appointment of Marc and Simon as co-portfolio managers of the fund will broaden the scope of investments to better support our clients’ objectives for outperformance across different market environments. They will invest in both defensive and growth opportunities with a continued focus on sustainable returns and a greater exposure to mid-cap stocks.
Marc Schartz and Simon Rowe have significant experience in managing European Equity solutions and have established a compelling track record managing the Janus Henderson Horizon European Growth Fund. Marc brings over 18 years of financial industry experience and has been managing European equity portfolios at Janus Henderson Investors since 2017. Simon brings a depth of knowledge to the management of the fund, with extensive experience of investing in Europe over a 32 year investment career.
Marc and Simon will replace Jamie Ross who will continue to focus on managing his other mandates. Jamie will work with the new managers to assist with the transition.
The Fund aims to provide capital growth over the long term.
Performance target: To outperform the FTSE World Europe Index, after the deduction of charges, over any 5 year period.
The Fund invests at least 75% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in the EEA or the UK. Companies will have their registered office in the EEA or the UK.
The Fund may also invest in other assets including cash and money market instruments.
The investment manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The Fund is actively managed with reference to the FTSE World Europe Index, which is broadly representative of the companies in which it may invest, as this forms the basis of the Fund's performance target and the level above which performance fees may be charged (if applicable). The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index, but at times the Fund may hold investments similar to the index.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
ABOUT THIS FUND
- Aims to invest in European companies with robust business models, proven management teams, and solid finances
- Portfolio focuses on selecting both quality cyclical stocks with good business models and little debt and quality growth stocks
- Seeks companies that provide steady growth and/or good dividend yield to improve consistency of returns and potentially help reduce risk