Janus Henderson Horizon Global Sustainable Equity Fund A2 EUR
LU1984711512
| Issuer | Janus Henderson Investors |
|---|---|
| Fund provider | Janus Henderson Investors |
| Fund type/Asset class | Equity fund |
| Legal form | The Company is an open-ended investment company organised as a société anonyme under the laws of the Grand Duchy of Luxembourg and qualifies as a SICAV. |
| Fund issue date | 29/05/2019 |
| Last Update | 26.03.2025 |
| Benchmark | MSCI World Index |
| Tranche | Private Investors Institutional Investors foundations |
Risk Indicator (PRIIP)
4 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 9
EU Taxonomy
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% of Sustainable Investments according to SFDR
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Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No Poverty
Zero Hunger
Good Health and Well-being
Quality Education
Gender Equality
Clean Water and Sanitation
Affordable and Clean Energy
Decent Work and Economic Growth
Industry, Innovation and Infrastructure
Reduced Inequality
Sustainable Cities and Communities
Responsible Consumption and Production
Climate Action
Life Below Water
Life on Land
Peace and Justice Strong Institutions
Partnerships to achieve the Goal
Normal allocation
| Equities | 80 % to 100 % |
|---|---|
| Bonds | Excluded |
| Money market/Bank deposits | Excluded |
| Commodities | Excluded |
| Direct investments | Excluded |
| Derivatives | Excluded (for hedging only) |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Water
Waste
Energy Efficiency and Fossil Fuels
Social and Employee Matters
|
|---|---|
| Further remarks on the consideration of SDGs | Please refer to the provided Investment Principles document: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_DE_2022_11_exp_2023_09.pdf |
| Rationale behind classification according to SFDR | Article 9 We track the sustainability and ESG characteristics of portfolio companies and monitor a variety of associated KPIs (and Principal Adverse Impacts). Every equity investment in the portfolio must meet our sustainable investment objective, defined as every portfolio company having at least 50% revenue alignment with one of our ten stated environmental and social sustainable development themes. The portfolio will also maintain a weighted average carbon intensity that is at least 20% below that of the MSCI World index. The JHG Global Sustainability Equity SICAV is designated as an SFDR Article 9 fund, and as such a number of these definitions and KPIs are included in that fund’s regulatory reporting. |
| Engagement | Yes, organized internally |
| Voting | Yes, organized internally |
| Best-in/of-Class | No N/A |
| ESG-Integration | Yes Our four key elements to an investment approach integrate sustainability by using both positive and negative (avoidance) investment criteria and considering both the products and operations of a business. Company engagement and active portfolio management are also essential features. |
| Norm-based screening |
UN Global Compact
ILO core labour standards
OECD Guidelines for Multinational Enterprises
|
| Themes |
Climate change
Agriculture and forestry
Renewable Energies
Water
Our voting and engagement are structured around providing solutions to environmental and social challenges. Our approach is informed by the Quintuple Helix Innovation Model*. The model supports the formation of a mutually beneficial situation between ecology, knowledge, and innovation, creating interactions between economy, society, and democracy. It is an approach that is geared towards innovation within the context of sustainable development.
*Carayannis, Elias G.; Barth, Thorsten D.; Campbell, David F.J. (2012). ‘The Quintuple Helix innovation model: global warming as a challenge and driver for innovation’. Journal of Innovation and Entrepreneurship.
|
| Impact Investing |
Environmental
Social
Governance
Environmental and social considerations are integral to the investment philosophy and process, from universe definition and idea generation through to fundamental analysis, engagement, and portfolio management. A dedicated sustainability professional within the team enables deep integration of sustainability issues into investment process and enhances our ability to analyse issues from multiple angles.
We believe there is a strong link between sustainable development, innovation and long term compounding growth. Our investment framework seeks to invest in companies that have a positive impact on the environment and society; and at the same time, it helps us stay on the right side of disruption by avoiding companies we consider to be involved in activities that are harmful to the environment or society. We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.
|
| Further information on the sustainability approach | ESG Oversight Committee Janus Henderson’s ESG Oversight Committee (ESGOC) is accountable for the firm’s key strategic decisions with respect to ESG investment processes, implementation of regulatory changes, ESG data and product design. Its responsibilities include: ■ Reviewing and challenging proposed ESG-related metrics(including, but not limited to commitments, exclusions, exposure limits and/or indicators) ■ Reviewing ESG-related processes, systems, and resources and ensure corrective measures are taken as appropriate ■ Reviewing any holding within the strategy that does not comply with the advice on the exclusion criteria offered by the external research provider The committee advises that, given the complexity of some of the issues and what might be imperfect information, adherence can only be on a ‘best endeavours’ basis; together with the committee, we try to ensure wherever possible that investments are made in accordance with our investment principles. Link to sustainability approach |
Research and Transparency
| In-house sustainability analysis | Yes, 6 |
|---|---|
| Research partners | Yes Our principle external ESG data provider is MSCI, however, we also use several other ESG research providers including Sustainalytics, ISS, and Moody’s ESG Solutions (FKA Vigeo EIRIS). |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | Right of proposal and veto ESG Oversight Committee (ESGOC) is accountable for the firm’s key strategic decisions with respect to ESG investment processes, implementation of regulatory changes, ESG data and product design. Its responsibilities include: ■ Reviewing and challenging proposed ESG-related metrics(including, but not limited to commitments, exclusions, exposure limits and/or indicators) ■ Reviewing ESG-related processes, systems, and resources and ensure corrective measures are taken as appropriate ■ Reviewing any holding |
| Analysis of portfolio CO2 | Yes, backward-looking indicator Please refer to the following document for a comprehensive description of our data methodology: https://cdn.janushenderson.com/webdocs/HHFGSE_Q_CRS12_30SEP2024_en_XX_ESG+Report+Retail.pdf |
| Sustainability reporting | Yes Please refer to the following documents for more information: https://cdn.janushenderson.com/webdocs/HHFGSE_Q_CRS12_30SEP2024_en_XX_ESG+Report+Retail.pdf ; and https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2024_12_exp_2025_12.pdf |
| At least monthly portfolio publication | Yes Link to monthly portfolio publication |
| Certification/Label awarded by independent auditors |
Label ISR
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | Yes |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | Yes 5 % Turnover threshold |
| Chlorine and agrochemicals (biocides) | Yes 5 % Turnover threshold |
| Other | For additional details, please refer to the page #9, 10 and 11 of the "Investment Principles" - https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2024_12_exp_2025_12.pdf |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | Yes |
| Other | For additional details, please refer to the page #9, 10 and 11 of the "Investment Principles" - https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2024_12_exp_2025_12.pdf |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | No |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | No |
| Nuclear power by proportion of gross energy production | No |
| Other | For additional details, please refer to the page #9, 10 and 11 of the "Investment Principles" - https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2024_12_exp_2025_12.pdf |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes |
| Pornography | Yes 5 % Turnover threshold |
| Spirits/Alcohol | Yes 5 % Turnover threshold |
| Gambling | Yes 5 % Turnover threshold |
| Other | For additional details, please refer to the page #9, 10 and 11 of the "Investment Principles" - https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2024_12_exp_2025_12.pdf |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | Yes |
|---|---|
| Exploitative child labour | Yes |
| Violation of human rights | Yes |
| Animal testing | Yes |
| Other | - |
Exclusion criteria – countries
| Labour rights | Yes |
|---|---|
| Violation of human rights | Yes |
| Military spending as a percentage of GDP | No |
| Death penalty, torture | Yes |
| Countries classified by Freedom House as not free | N/A |
| Violations of the Nuclear Non-Proliferation Treaty | Yes |
| Violations of other non-proliferation treaties | Yes |
| Other | - |
Governance
Exclusion of business practices – companies
| Corruption and bribery | Yes |
|---|---|
| Tax: planned avoidance & detected violations | Yes |
| Other | Please refer to the provided Investment Principles document: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_DE_2022_11_exp_2023_09.pdf |
Exclusion criteria – countries
| Corruption | Yes |
|---|---|
| Other | Please refer to the provided Investment Principles document: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_DE_2022_11_exp_2023_09.pdf |
More on data availability
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EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
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