Investing in the science of innovation

Multiple long-term growth themes are driving technology demand giving rise to some undeniably attractive opportunities for investors

Technology is a disruptive and deflationary force, making things faster, cheaper, and more efficient. The major challenges faced by the world are all leveraging on innovative new technology for solutions.

The opportunity for investors

Superior growth potential

Acceleration of tech innovation and adoption is typically accompanied by exciting investment opportunities. Technology demand should remain resilient driven by the need for solutions to global challenges. The size of the tech market has grown from US$2tn to US$13tn today*.

*Refiniv Datastream. MSCI ACWI Information Technology Index market capitalisation 31 December 1998 to 31 October 2023.

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Productivity and efficiency enabler

Technology drives productivity and efficiency, powered by innovation to create better products and services. Process automation, autonomous vehicles, and AI-powered software are just some of the many technologies enabling this. Compared to Intel’s first microprocessor built in 1971, a modern CPU runs over 4,000x as fast and each transistor uses about 5,000x less energy. The price per transistor has dropped by a factor of about 50,000*.

*The Story of the Intel® 4004

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Sustainability enabler

Sustainable technologies are providing solutions to address environmental and social issues. The clean energy technologies market is forecast to be worth $650bn a year by 2030, more than triple today’s value*.

*IEA, as of 12 January 2023.

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Addressing shifting preferences

Lifestyles and products & services consumed are rapidly changing. Around a third of the global population is offline, presenting huge opportunities to bring the benefits of digital transformation to all*.

*International Telecommunication Union (ITU), 12 September 2023.

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Global technology experts in the US and Europe

At Janus Henderson we have two well established technology strategies with a combined +65 year track record. Our dedicated teams of technology investors identify attractive opportunities in a sector that is inherently volatile but can offer superior growth.

Our funds are designed to:


Harness the growth potential of long-term growth themes

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Navigate the changing competitive landscape to find the winners of the next decade


Identify attractive opportunities that we believe are underappreciated by the market

View our technology funds

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Global Technology Leaders Fund

Aims to generate long-term capital growth through investment in a globally diversified portfolio of technology-related companies.

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Global Technology Innovation Fund

Seeks to invest in growth companies driving innovation or benefiting from advances in technology.

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How to integrate technology in my portfolio?

An allocation to technology has the potential to increase the upside potential of a portfolio.

Matthew Bullock
EMEA Head of Portfolio Construction and Strategy

Why invest in technology with Janus Henderson?

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A diversified

Future looking trends combined with analysis of company fundamentals allows us to develop a unique view on a company providing globally diversified portfolios of technology-related companies.

Technology Experts Scales

Tenured technology

Specialist technology managers experienced in navigating multiple economic, rate and hype cycles including the Global Financial Crisis, the crash and the current generative AI hype cycle.


Over the long-term we believe our established approaches can lead to strong consistent investment returns in the dynamic tech sector in a less volatile manner.

Meet the team

Global Technology Leaders & Sustainable Future Technologies

Thematics – Technology

Richard Clode, CFA

Portfolio Manager

Thematics – Technology

Graeme Clark

Portfolio Manager

Thematics – Technology

Alison Porter

Portfolio Manager

Global Technology & Innovation

Thematics – Technology

Denny Fish

Portfolio Manager | Research Analyst

Thematics – Technology

Jonathan Cofsky, CFA

Portfolio Manager | Research Analyst

Important information

Please read the following important information regarding these funds.

Access transformational change with thematic investing. Thematic investing enables investors to benefit from the powerful megatrends that are disrupting and shaping the future, unlocking the potential for stronger and more consistent returns.