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Global Property Equities Fund

Actively managed, high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs, and aiming to deliver long-term capital appreciation

Overview

Quarterly Update

The investment team recap this quarter.

(Note: Filmed in July 2025).

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term (5 years or more).

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The Fund invests at least 80% of its net assets in equities or Equity-Related Instruments of real estate companies or Real Estate Investment Trusts (or their equivalents) listed or traded on a Regulated Market, that derive the main part of their revenue from owning, developing and managing real estate.

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ABOUT THIS FUND

  • A broad investable universe and selective approach enables the team to identify stocks with attractive dividend yield and growth characteristics
  • Managed by a global team of experts based in Singapore, the UK, and the US with more than 100 years’ collective investment experience
  • Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class

Portfolio Management

Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2001. Joined Firm in 2011.

Greg Kuhl, CFA

Portfolio Manager

Industry since 2005. Joined Firm in 2015.

Performance

Portfolio

Top Holdings (As of 30/04/2026)
% of Fund
Welltower 8.23
Prologis 7.79
Equinix 6.20
Digital Realty Trust 4.63
Ventas 4.11
Public Storage 3.74
Goodman Group 3.21
Simon Property Group 2.89
CBRE Group 2.19
Terreno Realty 2.13
TOTAL 45.11
Sub-Sector allocation % of Fund % of Index % of Fund % of Index As of 30/04/2026
Market Capitalization Range of Equity Holdings % of Fund % of Index % of Fund % of Index As of 30/04/2026
Country/Geographic Exposures % of Fund % of Index % of Fund % of Index As of 30/04/2026
Regional Allocation % of Fund % of Index % of Fund % of Index As of 30/04/2026

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