Factsheet: Janus Henderson Global Equity I Acc

Global Growth

Rated Fund 2015-2018. Seeks long-term secular growth trends

Previously known as Henderson Global Innovation, this fund was renamed in 2012, gaining its present title and a more generalist mandate. Ian Warmerdam, head of global equities at Janus Henderson, has run the fund since 2009 and gained a co-manager in the form of Ronan Kelleher in 2016.

The fund's aim now is to invest principally in a concentrated portfolio of global securities, with a bias to those companies where innovation drives competitive advantage, which the manager considers to be under-appreciated and which offer sustainably high levels of growth. He looks particularly for companies that demonstrate an ability to �weather the storm'.

Warmerdam is wary of trying to second-guess what is happening in the economy and prefers instead to focus on finding companies that are benefiting from under-appreciated secular growth and high barriers to entry at attractive valuations. He continues to see compelling investment opportunities within trends including healthcare innovation, internet disruption, emerging markets growth, paperless payment and energy efficiency.

He says these trends may seem obvious, and predicting the growth of the internet is unlikely to win any prizes. However, he points out, sometimes the truth is right in front of us. These mundane long-term trends can compound significantly over time.

While the markets obsess about near-term �Trump' or �Brexit' trades, Warmerdam advocates putting the headlines, sensational and exciting as they are, to one side and focusing on what may actually be predictable. He believes a well-diversified portfolio of these secular growth stocks should outperform over the longer term.

Narrative and ratings content all as of 01 January 2018.

See all Money Observer rated funds
Name
Janus Henderson Global Equity I Acc
Manager
Janus Henderson Investors
Type
Unit Trust
ISIN
GB00B68SFJ13
Sector
Global
Launched
01/08/2012
OCF
0.84 %
Risk Rating
4
3 Year Sharpe
1.14
3 Year Alpha
0.48
Yield
0.2 %
Benchmark
MSCI ACWI GR USD
The OMW Janus Henderson Global Equity fund invests solely in the Janus Henderson Global Equity fund, a UK authorised Unit Trust, managed by Henderson Investment Funds Limited. The underlying fund aims to achieve above average long term capital growth. The underlying fund will invest principally in a concentrated portfolio of global securities with a bias to those companies that have developed strong franchises and competitive advantages. These companies will typically operate in markets that the Investment Manager believes will offer sustainably high levels of growth. Investments in the underlying fund tend to be volatile and investors should expect an above average price increase or decrease. Investments in emerging markets tend to be volatile and are usually considered to carry a greater degree of risk than investments in established markets.
Holding %
Apple Inc 3.96 %
Microsoft Corp 3.80 %
Continental AG 3.59 %
Tiger Brands Ltd 3.55 %
American Express Co 3.44 %
Housing Development Finance Corp Ltd 3.38 %
Auto Trader Group PLC 3.08 %
Icon PLC 3.07 %
Cognizant Technology Solutions Corp A 3.00 %
Mastercard Inc A 2.93 %
Region %
United States 65.00 %
Eurozone 10.80 %
United Kingdom 9.74 %
Africa 7.00 %
Sector %
Technology 30.20 %
Consumer Cyclical 17.59 %
Financial Services 14.78 %
Healthcare 11.53 %
Industrials 10.10 %
Consumer Defensive 9.93 %
Name
Janus Henderson Investors
Address
80206, Denver, United States
UCITS
Yes
Legal Structure
Unit Trust

Managers

Ronan Kelleher
Joined 01/31/2016

Ronan Kelleher is a Portfolio Manager on the UK-based global equities team at Janus Henderson Investors. In January 2016, Ronan was appointed co-manager of an onshore global equities fund, having been co-manager of the offshore version since 2015. Ronan joined Henderson in January 2011, initially working as a fund manager assistant in the Edinburgh office before becoming an investment analyst in 2012 and an associate fund manager in 2015. Prior to Henderson, he worked at SIG in Dublin, Ireland as an operations associate. Ronan holds an MSc in finance and investment from the University of Edinburgh and a BSc (Hons) in finance from University College Cork in Ireland. He holds the Chartered Financial Analyst designation, the Investment Management Certificate (IMC), and has 9 years of financial industry experience.

Ronan Kelleher
Joined 01/31/2016

Ronan Kelleher is a Portfolio Manager on the UK-based global equities team at Janus Henderson Investors. In January 2016, Ronan was appointed co-manager of an onshore global equities fund, having been co-manager of the offshore version since 2015. Ronan joined Henderson in January 2011, initially working as a fund manager assistant in the Edinburgh office before becoming an investment analyst in 2012 and an associate fund manager in 2015. Prior to Henderson, he worked at SIG in Dublin, Ireland as an operations associate. Ronan holds an MSc in finance and investment from the University of Edinburgh and a BSc (Hons) in finance from University College Cork in Ireland. He holds the Chartered Financial Analyst designation, the Investment Management Certificate (IMC), and has 9 years of financial industry experience.

Data provided by Morningstar.

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