Investment objective

The Sub-Fund is passively managed and aims to track the performance of the Solactive GBS United States 500 Index, before fees and expenses, to within an acceptable tracking error. There is no guarantee that the Sub-Fund will achieve its investment objective.

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The Sub-Fund seeks to provide exposure to the Solactive GBS United States 500 Index, which measures the performance of large-capitalisation equity securities listed in the United States. To achieve its objective, the Sub-Fund primarily uses financial derivative instruments, in particular total return swaps. When using total return swaps, the Sub-Fund invests in a portfolio of global developed market equities and exchanges the returns of those investments with counterparties in order to obtain the performance of the Index.

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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

The Fund provides passive exposure to the US large-cap equity market through a synthetic, swap-based approach.

Why invest in this fund

Performance focused

Aims to provide optimal passive exposure through a highly efficient structure and low fees.

Robust structure

Market standard swap-based structure with minimal counterparty risk.

Experienced team

Leverages Janus Henderson’s extensive experience managing index tracking investments and swap-based structures.