8th September: London & Denver – Janus Henderson Group plc (NYSE: JHG, ASX: JHG) announces the launch of the Janus Henderson Horizon US Sustainable Equity Fund, which will aim to deliver long-term capital growth for investors by investing in US companies that are contributing positively to the development of a sustainable global economy. The Fund will be available in a SICAV structure and is primarily aimed at investors in the EMEA and Asia Pacific markets.

The new US-focused fund will be managed by Hamish Chamberlayne and Aaron Scully, alongside a dedicated analyst team and the broader Governance & Responsible Investor (GRI) team. They will be supported by a new and growing global team of ESG specialists, led by Janus Henderson’s Head of ESG Investments, Paul LaCoursiere.

The fund will be an Article 9 fund (in line with EU Sustainable Finance Disclosure Regulation) and has sustainability as its core investment objective. The fund applies both positive screening criteria based on environmental and social themes, and negative screening criteria to avoid companies with goods or services that contribute to environmental or societal harm.

The new Janus Henderson Horizon US Sustainable Equity Fund builds upon a 30-year strategy history of sustainable investing and innovative thought leadership and is part of the Janus Henderson Global Sustainable Equity strategy.  At end of July the Janus Henderson Global Sustainable Equity strategy had $3.5 billion of assets under management and has a strong long-term track record, generating annualised returns of 20.06% vs. 14.9% against the benchmark over the last five years.[1],[2]  The Janus Henderson Horizon Global Sustainable Equity Fund, launched on 29 July 2019, has already reached $1.1 billion of assets under management while delivering annualised returns of 26.29% vs 18.46% against the benchmark since its inception.[3],[4][1]

Hamish Chamberlayne, Head of Global Sustainable Equities at Janus Henderson Investors said: “Sustainability has gained considerable traction in the US over the past months and investors across the world are becoming increasingly aware of the role the US will play in delivering a sustainable future. The Horizon US Sustainable Equity Fund will invest in US companies that are positioned to confront the challenges posed by global megatrends, such as climate change, resource constraints, population growth and ageing populations, and those companies seeking to effect positive transformation in the industries in which they operate. The fund adopts a consistent ESG framework across the entire investment process, so investors can be assured that their capital is being properly directed towards sustainable investment and the truly long-term value creation that follows.”

Ignacio de la Maza, Head of EMEA Intermediary & LATAM comments: “Following the highly successful 30-year track record of the Janus Henderson Horizon Global Sustainable Equity Strategy, the launch of the new Horizon US Sustainable Equity Fund demonstrates our commitment to strengthening our ESG offering. Supported by our global team and with access to Janus Henderson’s proprietary ESG data platform, Hamish and Aaron will continue to build on their lengthy and successful track records in delivering long-term sustainable growth for our clients.”

Notes to editors

Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies.

At 30 June 2021, Janus Henderson had approximately US$428 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. Headquartered in London, the company is listed on the New York Stock Exchange (NYSE) and the Australian Securities Exchange (ASX).

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[1]MSCI World Index
[2] Composite data for Global Sustainable Equity; see table below for full details
[3]The Janus Henderson Horizon Global Sustainable Equity Fund benchmark is the MSCI World Index
[4]A2 EUR Net USD returns, as at 31 July 2021

[1] Please see table no.3 in Editor’s notes

  1. Notes to editors: Janus Henderson Horizon US Sustainable Equity Fund fee structure
  A Class (USD) GU Class USD H Class (USD) IU Class (USD) E Class (USD)
Annual Management Charge 1.20% 0.65% 0.60% 0.75% 0.45%
OCF 1.88% 0.75% 1.08% 0.85% 0.55%
  1. Notes to editors: Global Sustainable Equity Composite Performance – as at 31st July 2021
Performance (%) 1 Year 3 Years 5 Years 10 Years Since inception (1/1/09)
Composite Gross of Fees 37.44% 22.43% 20.06% 14.19% 15.49%
Composite Net of Fees 35.19% 20.41% 18.08% 12.25% 13.41%
MSCI World Index 35.67% 15.09% 14.90% 11.66% 13.80%
Difference (Gross vs. benchmark) 1.76% 7.33% 5.15% 2.52% 1.69%

Janus Henderson Investors, as at 31 July 2021.
Note: Composite: Janus Henderson Global Sustainable Equity Strategy, in USD.
Hamish Chamberlayne became portfolio manager of the strategy December 2013.
Returns greater than one year are annualized. Please see the appendix for the GIPS® compliant presentation and important disclosures. Past performance cannot guarantee future results.

  1. Notes to editors: Global Sustainable Equity Composite Discrete Gross Performance – as at 30th June 2021
Quarter end as of

30 June 2021

June 2020-

June 2021

June 2019-

June 2020

June 2018-

June 2019

June 2017-

June 2018

June 2016-

June 2017

Composite 37.43% 22.62% 8.9% 14.62% 18.57
MSCI World Index 35.67% 7.82% 4.21% 12.49% 16.78%

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

  1. Notes to editors: Horizon Global Sustainable Equity Fund Performance – as at 30th June 2021

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.