Janus Henderson Global Responsible Managed Fund Overview and Strategy

The Janus Henderson Global Responsible Managed Fund is a unique investment option that combines a strong focus on responsible investing with a global equity portfolio.

This fund has a long-term approach, aiming to provide long-term capital growth by investing in a range of global equities.

The fund's investment strategy is designed to identify companies that have a strong track record of sustainability and responsible business practices.

The fund managers use a rigorous research process to select companies that meet their responsible investment criteria, which includes factors such as environmental, social, and governance (ESG) performance.

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The Janus Henderson Global Responsible Managed Fund is a long-term investment option that aims to generate returns while considering environmental, social, and governance (ESG) factors.

It has a total expense ratio of 0.85% per annum, which is competitive compared to other funds in its category.

The fund invests in a broad range of assets globally, including developed and emerging markets, to provide diversification and potential for growth.

It has a minimum investment requirement of £1,000, making it accessible to a wide range of investors.

The fund's investment approach is guided by a set of responsible investment principles that aim to minimize harm and maximize positive impact.

It has a long-term investment horizon, with a minimum holding period of five years, to ride out market fluctuations and capture long-term growth.

The fund's performance has been strong, with a five-year annualized return of 4.5% as of the latest available data.

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The Janus Henderson Global Responsible Managed Fund has a flexible investment strategy that allows the fund managers to adapt to changing market conditions. This approach enables the fund to take advantage of opportunities that may arise in different regions.

The fund focuses on long-term growth, with a minimum investment horizon of five years. This long-term perspective allows the fund managers to ride out market fluctuations and make more informed investment decisions.

The fund invests in a diversified portfolio of global shares, with a focus on companies that demonstrate strong environmental, social, and governance (ESG) practices. This approach helps to minimize the fund's exposure to potential ESG risks and maximize its potential for long-term returns.

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This investment strategy has a long history, launching 28 years ago on August 1, 1991.

The Janus Henderson Global Sustainable Equity Fund is its foundation, and it's still going strong today.

As a founding signatory to the UNPRI and UK Stewardship Code (Tier 1), this strategy has a strong commitment to responsible investment.

The fund is aligned with the UN Sustainable Development Goals, which is a great way to make a positive impact.

It's explicitly low carbon, which is a key consideration for environmentally conscious investors.

With $1.1 billion in assets as of April 30, 2019, this strategy has a significant presence in the market.

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As you consider your investment strategy, it's essential to understand the value and growth measures of potential stocks.

The P/E ratio, or price-to-earnings ratio, can give you an idea of a stock's value. In our example, the P/E ratio is 17.490, which is higher than the category average of 16.167.

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A higher P/E ratio can indicate that investors expect the company to experience significant growth, which may be a good sign. However, it's also possible that the stock is overvalued.

The price-to-book ratio, on the other hand, provides a snapshot of a company's value relative to its book value. In our example, the price-to-book ratio is 2.669, which is also higher than the category average of 2.406.

Here's a quick look at the value and growth measures for our example stock:

The price-to-sales ratio can give you an idea of a company's value relative to its sales. In our example, the price-to-sales ratio is 1.408, which is lower than the category average of 1.778.

A lower price-to-sales ratio can indicate that a company is undervalued, which may be a good opportunity for investment. However, it's also possible that the company is experiencing financial difficulties.

The dividend yield can provide insight into a company's ability to generate cash for shareholders. In our example, the dividend yield is 2.197, which is lower than the category average of 2.556.

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A lower dividend yield can indicate that a company is not generating enough cash to distribute to shareholders. However, it's also possible that the company is investing in growth initiatives.

The 5-year earnings growth rate can give you an idea of a company's potential for future growth. In our example, the 5-year earnings growth rate is 11.150, which is higher than the category average of 10.280.

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To create a solid investment strategy, it's essential to understand the importance of diversification. Diversification can help minimize risk by spreading investments across different asset classes, such as stocks, bonds, and real estate.

A key strategy for diversification is to invest in a mix of low-risk and high-risk assets. This can help balance the potential for returns with the need to minimize losses.

Investors can also benefit from dollar-cost averaging, which involves investing a fixed amount of money at regular intervals, regardless of the market's performance. This approach can help reduce the impact of market volatility on investment returns.

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Corporate strategies can also play a crucial role in investment decisions, such as considering the environmental, social, and governance (ESG) factors of a company. Research has shown that companies with strong ESG practices tend to perform better in the long term.

Investors can access a range of resources to inform their investment decisions, including financial news, research reports, and analyst forecasts.

The Janus Henderson Global Responsible Managed Fund is a great option for those looking to invest in a socially responsible way. It has a total net asset value of £2.4 billion.

The fund has a diversified portfolio with over 600 holdings, including some of the world's largest and most reputable companies. This diversification helps to spread risk and increase potential returns.

The fund's investment approach is focused on long-term growth, with a focus on companies that demonstrate strong corporate governance and responsible business practices.

In our portfolio, the majority of our assets are invested in shares, making up a whopping 71.590% of our total allocation.

We also have a significant portion of our portfolio invested in bonds, which account for 22.330% of our total allocation.

Cash is another important component of our portfolio, making up 4.540% of our total allocation.

The other asset classes, such as convertible and other investments, make up a relatively small portion of our portfolio, with convertible investments accounting for 0.300% and other investments accounting for 1.240%.

Here's a breakdown of our asset allocation:

The top holdings in the portfolio make up a significant portion of the overall investments, with a total of 222 long holdings.

Microsoft is one of the top holdings, with a weight of 3.12% and a last price of $408.21, representing a -1.90% change. NVIDIA also holds a significant position, with a weight of 2.60% and a last price of $134.43, showing a -4.05% change.

United Kingdom of Great Britain and Northern Ireland bonds are also part of the top holdings, with two separate positions: a 0.25% weight and a 3.75% weight. Schneider Electric and Westinghouse Air Brake are other notable holdings, with weights of 1.70% and 1.67% respectively.

Here are the top holdings in the portfolio:

The Fund's approach to Socially Responsible Investing (SRI) is a key aspect of its investment philosophy.

The Fund has a strict avoidance policy to exclude companies involved in environmentally and socially harmful activities.

Since inception, ESG considerations have been integral to the investment process, from universe definition to portfolio management.

For a deeper dive into the Fund's ESG metrics, refer to its latest Annual ESG Report on the company website.

The Fund's ESG key performance indicators (KPIs) are regularly reported in the Annual ESG Report.

The management team behind the Janus Henderson Global Responsible Managed Fund is led by a seasoned investment professional with a strong track record of responsible investing.

Christopher Ebsworth has been the fund's manager since 2014, bringing over 20 years of experience in responsible investment to the role.

With a focus on long-term growth, the management team seeks to balance financial returns with environmental, social, and governance (ESG) considerations, as outlined in the fund's investment process.

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Hamish Chamberlayne, Head of SRI, has a strong background in finance and sustainability.

He has 15 years of financial industry experience, which he gained through various roles, including his time at PricewaterhouseCoopers and Gartmore.

Hamish graduated from New College, Oxford University with a master’s degree in chemistry, which he completed in 2003.

He holds the Chartered Financial Analyst designation, a qualified accountant, and has a solid understanding of various sectors, including energy, technology, and communications.

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George Crowdy is an Investment Manager at Janus Henderson Investors, a position he has held since 2016.

George Crowdy joined Henderson in 2010 as part of the trainee scheme and moved on to the graduate scheme in 2011. He was then promoted to an analyst role on the global equities team in 2013.

George graduated with a BSc degree (Hons) in economics and finance from the University of Southampton. He holds the Investment Management Certificate and the Chartered Financial Analyst designation.

Janus Henderson Investors is a global active asset manager with approximately $357 billion in assets under management, as of 31 March 2019.

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The Janus Henderson Global Responsible Managed Fund is a great option for investors who want to make a positive impact on the world while still growing their wealth.

The fund's process begins with a thorough research and analysis of companies, using a range of ESG (Environmental, Social, and Governance) metrics to identify potential risks and opportunities.

The fund managers use a proprietary framework called "Responsible Investment" to evaluate companies, considering factors such as their carbon footprint, labor practices, and board composition.

They also engage with companies to encourage them to improve their ESG performance, which can lead to better long-term outcomes for investors.

The fund's ESG research covers over 10,000 companies worldwide, providing a comprehensive view of the investment universe.

The fund managers have a long-term perspective, holding onto positions for an average of 3-5 years to ride out market fluctuations and give companies time to implement changes.

They also use a combination of active and passive management to achieve the fund's investment objectives.

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The Janus Henderson Global Responsible Managed Fund has a clear objective: to provide capital growth over the long term, with a minimum investment period of 5 years. This fund aims to achieve this by investing in equities and bonds of companies and issuers, with a significant allocation to the UK.

The fund's investment approach is guided by environmental, social, and governance (ESG) factors, and it excludes companies involved in business activities that may be environmentally and/or socially harmful. The fund allocates global shares to companies that derive at least 50% of their revenues from products and services contributing to positive environmental or social change.

Here's a quick look at the fund's performance:

The fund's performance can be quite volatile, but it's essential to note that there's no minimum guaranteed return. You could lose some or all of your investment. However, the fund's average return over the long term is around 7-8% per annum, which is relatively stable.

The Fund Objective is to provide capital growth by investing in a mix of assets including UK and overseas equities and fixed income securities. This objective is shared by multiple funds, including one that seeks to invest in companies that are responsibly run, giving due consideration to environmental, social and governance issues.

The Fund aims to achieve this objective by investing in a diversified multi-asset portfolio with a low carbon profile. This investment approach involves avoiding companies considered to be involved in business activities and behaviours that may be environmentally and/or socially harmful.

The Fund's investment manager seeks to identify companies with attractive long-term business models offering the potential for good capital returns over the long term. This is achieved by investing in companies that derive at least 50% of their revenues from products and services that are considered by the investment manager as contributing to positive environmental or social change.

Here are some key facts about the Fund's investment approach:

The Fund's long-term goal is to provide capital growth, with a focus on sustainability and responsible investment practices. By avoiding companies with negative environmental and social impacts, the Fund aims to contribute to a more sustainable global economy.

Performance is a key aspect of any investment, and it's essential to understand how your funds are performing over time. The Fund's performance is measured in various ways, including discrete, cumulative, and annualised performance.

Discrete performance refers to the Fund's performance over a specific period, typically a year. As of 31/12/2024, the Fund's I Acc (Net) performance for the year 2023/2024 was 11.97%, while the IA Mixed Investment 40-85% Shares sector performed at 8.11%.

The Fund's cumulative performance is the total return over a specific period, while annualised performance is the average return per year. Here's a comparison of the Fund's performance with the IA Mixed Investment 40-85% Shares sector over the past few years:

The Fund's performance can also be measured against a benchmark, such as the Index. However, it's worth noting that the Index returns are not provided in the article.

The Fund's performance over the long term is also an essential consideration. The Fund's I Acc (Net) performance since inception in 2000 is 5.51%, while the IA Mixed Investment 40-85% Shares sector has performed at 4.71% over the same period.

The Fund's performance can be affected by various factors, including market conditions and the Fund's investment strategy. It's essential to consider the Fund's performance in the context of its investment objectives and risks.

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