Janus Henderson UK Responsible Income Fund I Inc

UK Equity Income

Rated Fund 2016-2018. Invests with sustainability in mind

Janus Henderson UK Responsible Income (formerly Henderson Global Care UK Income) will appeal to investors who want to know their money is working positively for communities and the environment. It aims to provide income with the prospect of capital growth, by investing in primarily UK companies offering products and services that support global productivity and sustainability.Although it has an income objective, it actually sits in the Investment Association's UK all companies sector. Manager Andrew Jones is a member of Janus Henderson's global equity income team and also manages the Henderson Global Equity Income fund.=Jones' investment choices are supported by Janus Henderson's thematic framework for generating investment ideas, which is combined with disciplined stock analysis. He looks for companies that are well-managed, have a sustainable competitive advantage and are thinking strategically about long-term issues, including environmental, social and governance (ESG) aspects.He contends that ESG research can add significant value when it is integrated with financial analysis during the stock selection process.Janus Henderson's sustainable and responsible (SRI) investment team believes the world is in the early stages of a transition towards a low carbon economy. The fund's lack of exposure to carbon-heavy industry � specifically, the oil & gas and mining sectors � acts as a drag on performance in an environment of rising commodity prices, but the team says 'alarm bells should be sounding across the investment industry about continuing to back �big oil??'.

Narrative and ratings content all as of 01 January 2018.

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Name
Janus Henderson UK Responsible Income Fund I Inc
Manager
Janus Henderson Investors
Type
Open Ended Investment Company
ISIN
GB0005030373
Sector
UK All Companies
Launched
15/05/1995
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
0.70
3 Year Alpha
-0.90
Yield
3.8 %
Benchmark
FTSE AllSh TR GBP
To provide income with prospects for capital growth by investing primarily in a portfolio of UK equities. The fund will seek to invest in companies that are responsibly run, giving due consideration to environmental, social and governance issues. 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.
Holding %
GlaxoSmithKline PLC 4.45 %
Vodafone Group PLC 4.17 %
AstraZeneca PLC 4.09 %
Schroders PLC 3.91 %
Sage Group (The) PLC 3.05 %
Prudential PLC 2.99 %
Standard Chartered PLC 2.97 %
HSBC Holdings PLC 2.94 %
Johnson Matthey PLC 2.80 %
Smith & Nephew PLC 2.79 %
Region %
United Kingdom 96.28 %
Sector %
Financial Services 28.12 %
Consumer Cyclical 20.36 %
Healthcare 14.15 %
Communication Services 6.78 %
Utilities 6.42 %
Technology 5.63 %
Industrials 5.12 %
Name
Janus Henderson Investors
Address
80206, Denver, United States
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Andrew Jones
Joined 03/29/2012

Andrew Jones is a Director of Global Equity Income and Portfolio Manager at Janus Henderson Investors, responsible for a range of equity income mandates. Prior to joining Henderson in 2005 as a portfolio manager on the UK Equities Team, Andrew worked as a fund manager at Invesco Perpetual, where he started his career in 1995. Andrew graduated from Queens’ College, Cambridge University with a BA (Hons) in economics and holds the Securities Institute Diploma.

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