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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Janus Henderson Global Sustainable Equity Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"With competitive charges and top-tier sector rankings, the fund has provided clear value to investors despite a fixed management fee structure."
The Janus Henderson Global Sustainable Equity Fund delivered strong performance over both 5-year and 10-year periods, returning 15.4% and 12.4% annualized respectively, outperforming its MSCI World Index benchmark of 13.4% and 12.1%. The fund maintains its sustainable investing mandate by investing in companies deriving at least 50% of revenues from products and services contributing to positive environmental or social change, while applying exclusionary screens to avoid harmful activities. With an ongoing charges figure of 0.85%, the fund has lower charges than the median for comparable actively managed global funds. The fund ranked in the 3rd percentile over 5 years and 6th percentile over 10 years within its IA Global sector, demonstrating consistent outperformance. At £1.9 billion in assets, the fund generates significant revenues for Janus Henderson, though investors do not benefit from reduced management fees as scale increases. The assessment concludes the fund has provided value to investors despite the fixed fee structure.
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