Please ensure Javascript is enabled for purposes of website accessibility Responsible International Dividend ADR Managed Account - Janus Henderson Investors
For Financial Professionals in the US

Responsible International Dividend ADR Managed Account

International dividend income portfolio with defined ESG criteria

Overview

ABOUT THIS PORTFOLIO

This bottom-up, valuation-driven portfolio seeks to identify companies with long term profit potential and produce attractive levels of dividend income. The team employs a fundamental stock selection process with a focus on companies that pay sustainable dividend yield with the ability to grow over time. Investment decisions utilize a responsible approach by incorporating environmental, social and governance (ESG) factors into selection/avoidance criteria.

WHY INVEST IN THIS PORTFOLIO 

Income and Capital Growth
We seek to provide an attractive, responsibly-sourced level of income from a portfolio of undervalued international equities.

Responsibly Minded
Our approach combines defined avoidance criteria with a focus on ESG factors, seeking strong, risk-adjusted returns.

Research-led idea generation
Stock selection ideas are rooted in the accumulated knowledge from the Janus Henderson Global Equity Income team who share a common approach of being dividend-seeking, valuation-focused investors across international regions and markets.

PORTFOLIO MANAGEMENT

Ben Lofthouse, CFA

Head of Global Equity Income | Portfolio Manager

Industry since 1998. Joined Firm in 2004.

Faizan Baig, CFA

Portfolio Manager

Industry since 2007. Joined Firm in 2015.

Performance

RETURNS (%) (As of 03/31/2024)
Composite Pure Gross Composite Net MSCI World ex-USA Index
 
3M YTD 1YR Since Inception
(12/01/2022)
Composite Pure Gross 7.21 7.21 17.05 18.50
Composite Net 6.43 6.43 13.68 15.08
MSCI World ex-USA Index 5.74 5.74 15.92 18.10
RETURNS (%) (As of 05/31/2024)
Composite Pure Gross Composite Net MSCI World ex-USA Index
 
3M YTD 1YR Since Inception
(12/01/2022)
Composite Pure Gross 7.64 11.80 22.89 19.58
Composite Net 6.87 10.46 19.36 16.14
MSCI World ex-USA Index 4.83 7.11 19.11 16.93

Documents