Janus Henderson Global Sustainable Equity Z Acc
| Shares Class | Inc. |
|---|---|
| Yield | 0.90 |
| Total Expense Ratio | 0.13 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.90 |
| Total Expense Ratio | 0.13 |
Cumulative Performance
Discrete Performance
| Fund Size | 1,409,301,700.00 | Launch Date | 01/08/1991 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 0.13 |
| ISIN | GB0034219328 | Min Topup (£) | 1,000,000.00 | Ongoing Charge (%) | 0.0600 (on 31/01/2020) |
The Fund aims to provide capital growth over the long term (5 years or more). The Fund invests at least 80% of its assets in shares (also known as equities) of companies, of any size, in any industry, in any country. The Fund will invest in companies whose products and services are considered by the investment manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy. The Fund will avoid investing in companies that the investment manager considers to potentially have a negative impact on the development of a sustainable global economy. The Fund is actively managed with reference to the MSCI World Index, which is broadly representative of the companies in which it may invest, as this can provide a useful comparator for assessing the Fund's performance. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index
Hamish Chamberlayne
Hamish Chamberlayne is Head of Global Sustainable Equities at Janus Henderson Investors. He is also Portfolio Manager of the Janus Henderson Global Sustainable Equity and Institutional Global Responsible Managed strategies, a role he has had since 2012. Hamish joined Henderson in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007 he worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology, and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses. Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 17 years of financial industry experience.
Aaron Scully
Aaron Scully is a Portfolio Manager on the Global Sustainable Equity Team at Janus Henderson Investors, a position he has held since 2019. From 2017, he was an assistant portfolio manager and was a research analyst from 2009 to 2019 focused on the real estate, infrastructure, and financial sectors. Aaron joined Janus in 2001 as a corporate financial analyst, became a research associate in 2004 and was promoted to junior equity analyst in 2007. Prior to that, he worked as a financial analyst in the financial development program at Cardinal Health. Aaron received his Bachelor of Science degree in finance from Indiana University. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.
| Name | Weight |
|---|---|
| Australian Equities | 1.00% |
| Canadian Equities | 5.00% |
| Dutch Equities | 3.00% |
| French Equities | 4.00% |
| German Equities | 5.00% |
| Hong Kong Equities | 2.00% |
| Japanese Equities | 9.00% |
| Money Market | 3.00% |
| Taiwanese Equities | 2.00% |
| UK Equities | 2.00% |
| US Equities | 59.00% |
| Name | Weight |
|---|---|
| Australia | 1.00% |
| Canada | 5.00% |
| France | 4.00% |
| Germany | 5.00% |
| Hong Kong | 2.00% |
| Japan | 9.00% |
| Money Market | 3.00% |
| Netherlands | 3.00% |
| Taiwan | 2.00% |
| UK | 2.00% |
| USA | 58.00% |
| Name | Weight |
|---|---|
| Alternative & Renewable Energy | 4.00% |
| Automobiles | 1.00% |
| Automotive | 2.00% |
| Electronic & Electrical Equipm | 4.00% |
| Foods | 0.00% |
| Health Care | 4.00% |
| Healthcare & Medical Products | 0.00% |
| Information Technology | 1.00% |
| Insurance | 9.00% |
| Leisure | 1.00% |
| Luxury Goods | 3.00% |
| Machinery | 5.00% |
| Money Market | 3.00% |
| Mortgage & Secured Bonds | 1.00% |
| Paper - Packaging & Printing | 2.00% |
| Property Shares | 4.00% |
| Semi Conductors | 10.00% |
| Services | 1.00% |
| Software | 23.00% |
| Telecommunications Utilities | 0.00% |
| Transport | 0.00% |
| Utilities | 1.00% |
| Name | Weight |
|---|---|
| MICROSOFT CORP | 4.00% |
| ADOBE INC | 3.00% |
| AUTODESK INC | 3.00% |
| LAM RESEARCH CORP | 3.00% |
| AIA GROUP LTD | 2.00% |
| BORALEX INC | 2.00% |
| HUMANA INC | 2.00% |
| NINTENDO CO | 2.00% |
| SALESFORCE.COM INC | 2.00% |
| TAIWAN SEMICONDUCTOR MANUFACTU | 2.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.