30 years of investing
with positive impact

Global Sustainable Equity Fund

Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.

30 years of investing
with positive impact

Global Sustainable Equity Fund

Using three decades of experience to identify global growth companies at the forefront of addressing environmental and social change.

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Featured expertise

Built upon a 30-year strategy history, the Global Sustainable Equity Team are leaders in investing in global companies that support the development of a sustainable global economy.*

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Driving positive impact

The fund invests in companies with resilience and compounding growth characteristics that seek to address environmental and social change.

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High conviction, low carbon

The high conviction portfolio of 50-70 companies carries a carbon footprint that is 85% less than that of the MSCI World Index.**

*The Global Sustainable Equity Strategy was launched in July 1991.
**Source: Janus Henderson Investors, ISS Climate Impact data, as at 31 January 2021.

“Our team has three objectives: to seek to deliver outstanding investment returns to clients; to be regarded as leaders in sustainable investing; and, as active investors, to play a part in making the world a better place.”

- Hamish Chamberlayne, Head of Global Sustainable Equities, Portfolio Manager

HOW THE COMPANIES WE INVEST IN HAVE DELIVERED IMPACT

Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside financial return”

–     Global Impact Investing Network

Transparency is key to enabling sustainable development. The Global Sustainable Equity Team use qualitative and quantitative data to assess the impact of the products and operations of a business. Likewise, the team make clear how the portfolio contributes positively to the environment and society.

IN 2020 THE GLOBAL SUSTAINABLE EQUITY STRATEGY HAS:

Avoided 33 million metric tonnes of CO2e emissions

That is equivalent to saving emissions from eight coal fired power plants, the annual energy of four million homes or taking seven million cars off the road1


Supported the generation of 213 GWh of renewable energy

The average annual consumption for a US household is 10,649 Kwh, meaning that 213 GWh could provide annual electricity needs for 20,000 US homes2


Delivered 5,300 hours of employee training


Helped 1,700 patients to receive healthcare

Source: Janus Henderson Investors as at 31 December 2020. The data provided in this report was collected during March and April 2021 and is based on the strategy as at the 31 December 2020. In certain cases where companies had yet to report 2020 data, we have used data from the prior year. Data is sourced from company reports, Carbon Disclosure Project (CDP) and International Energy Agency (IEA). Where companies have not disclosed relevant data they are excluded from the analysis. No estimates have been used. The calculations use total reported figures and are presented on a gross basis. The total impact of the company is multiplied by the fraction of the company’s market capitalisation that is owned in the strategy at the end of the calendar year. This gives the positive impact associated with the strategy’s investment in that company. The contributions from each company are then summed to give the total impact of the strategy on each indicator.
1Independent Statistics and Analysis: www.eia.gov/tools/faqs/faq.php
2 US Environmental Protection Agency: www.epa.gov/energy/greenhouse-gas-equivalencies-calculator

How the fund has performed

By identifying companies that are on the right side of disruption, the team aim to provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

Source: Janus Henderson Global Sustainable Equity Fund IAcc share class in GBP. Morningstar 2021, data from 31 July 1991 to 31 July 2021. NAV to NAV, gross income reinvested where applicable. Future returns are not guaranteed.

Past performance is not a guide to future performance.

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Comprehensive measurement and reporting

The 17 United Nations Sustainable Development Goals (UN SDGs) are a useful starting point to understand the impact of the funds investments. The portfolio contributes to all 17 of the goals.

Percentage Contribution to Each UN SDG

 

Source: Please refer to the 2020 Global Sustainable Equity Strategy Annual Sustainability Report for more detail.

Invest with positive impact

Global Sustainable Equity Fund

OEIC launched 1991

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Meet the experts

 

Hamish Chamberlayne, CFA | Janus Henderson Investors

Hamish Chamberlayne, CFA

Head of Global Sustainable Equity | Portfolio Manager

  • 18 years of financial industry experience
  • London based
Aaron Scully, CFA | Janus Henderson Investors

Aaron Scully, CFA

Portfolio Manager

  • 23 years of financial industry experience
  • Denver based
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Amarachi Seery, CEnv, MIEnvSci, PIEMA

Sustainability Analyst

  • 13 years of sustainability experience
  • London based

New sustainable fund

SUSTAINABLE FUTURE TECHNOLOGIES FUND

UK-based team
of sector experts with over 80 years’ combined industry experience navigating the hype cycle of technology.

Positive screening
of sustainable technology themes providing solutions to key global environmental and social challenges.

Negative screening
to avoid investing in companies with goods or services that contribute to environmental or societal harm.

Disciplined valuation approach
seeks to identify underappreciated earnings power and rational growth at a reasonable price.

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Important information

Please read the following important information regarding the Global Sustainable Equity Fund