Janus Henderson Horizon Sustainable Future Technologies Fund A2 USD
LU2342242398
| 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 | 03/08/2021 |
| Last Update | 26.03.2025 |
| Benchmark | MSCI ACWI Index |
| Tranche | Private Investors Institutional Investors foundations |
Risk Indicator (PRIIP)
5 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 9
EU Taxonomy
-
% of Sustainable Investments according to SFDR
-
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 | The Fund can use derivatives for the purposes of efficient portfolio management only. The use of derivatives in this manner is not likely to increase the risk profile of the strategy. 0 % |
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 "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf |
| Rationale behind classification according to SFDR | Article 9 Sustainable investment objective: the strategy contains an article 9 (‘dark green’) fund under EU SFDR focused only on companies with a positive social and environmental outcome as well as being screened for ‘do no significant harm’ criteria, which naturally excludes many of the more controversial technology mega caps. Investment Policy: The Fund invests at least 90% of its net assets in equities or equity-related instruments of technology-related companies, whose products and services are considered by the Investment Manager as contributing to positive environmental or social change, thereby having an impact on the development of a sustainable global economy. The Fund’s investment universe is defined by technology-related companies that derive at least 50% of their current or future expected revenues from the sustainable technology themes identified by the Investment Manager (as further outlined in the Investment Strategy section). The Fund will avoid investing in companies that the Investment Manager considers could contribute to significant environmental or societal harm. |
| Engagement | Yes, organized internally |
| Voting | Yes, organized internally |
| Best-in/of-Class | No N/A |
| ESG-Integration | Yes The negative global impact from the cost of economic externalities such as environmental pollution, violence and armed conflict and smoking is becoming increasingly recognised. We seek to avoid those businesses involved in activities that are harmful to society or the environment via clearly defined standards that govern the companies we exclude from our investment universe. Our exclusions provide ethical, social, environmental, and financial benefits. |
| Norm-based screening |
UN Global Compact
ILO core labour standards
OECD Guidelines for Multinational Enterprises
Other
Please refer to the Investment Principles for further details: https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf
|
| Themes |
Climate change
Agriculture and forestry
Renewable Energies
Water
Please refer to the Investment Principles for further details: https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf
Sustainability Report: https://cdn.janushenderson.com/webdocs/AnnualSustainabilityReport_Sustainable+Future+Technologies_2023_12_exp_2024_12.pdf
|
| Impact Investing |
Environmental
Social
Governance
Please refer to the Investment Principles for further details: https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf
Sustainability Report: https://cdn.janushenderson.com/webdocs/AnnualSustainabilityReport_Sustainable+Future+Technologies_2023_12_exp_2024_12.pdf
|
| Further information on the sustainability approach | The strategy has a dual mandate with a sustainable objective and promotes environmental and social characteristics via its portfolio commitments, for example on decarbonisation and board gender diversity. We consider our approach to voting and engagement as ‘evidence-based’, systematic and pragmatic. These are reviewed using a variety of information and data taken either directly from the security issuer or from third parties (research providers, index providers, consultants). We use a variety of information sources including security issuers and third-party research providers and consultants to rank and assess our investee companies. We monitor each company’s performance and ESG disclosure against key metrics. Using our proprietary ranking screen, we rank our investment universe of over 700 companies on a broad range of internal and external ESG data points and principles to identify leaders, those which are transitioning and companies who are lagging, which feeds into both our valuation framework and our engagement. Materiality is assessed based on our proprietary materiality framework, Global Reporting Initiative (GRI), EU Principal Adverse Impacts (PAI), Task Force on Climate-Related Financial Disclosures (TCFD), Taxonomy, our dedicated sustainability analyst and teams understanding of ESG and technology. ESG Explore is a dashboard of key ESG indicators and our revenue mapping. Using these tools and through our engagement we implement the do no significant harm criteria and minimum social safeguards (for example via UNGC and OECD MNE Principles), while promoting environmental and social characteristics. Our dedicated sustainability analyst ensures implementation of ESG principles. |
Research and Transparency
| In-house sustainability analysis | Yes, 5 |
|---|---|
| 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, both forward and backword-looking indicator Please refer to the document "Annual Sustainability Report" for a comprehensive description of our data methodology: https://www.janushenderson.com/en-lu/advisor/product/horizon-sustainable-future-technologies-fund/?identifier=LU2342242398 |
| Sustainability reporting | Yes Please refer to the document "Annual Sustainability Report" for a comprehensive description of our data methodology: https://www.janushenderson.com/en-lu/advisor/product/horizon-sustainable-future-technologies-fund/?identifier=LU2342242398 |
| 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 | No |
| Chlorine and agrochemicals (biocides) | Yes 5 % Turnover threshold |
| Other | Please refer to the page #6 of "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf |
Exclusion of business practices – companies
| Environmentally damaging behaviour | Yes |
|---|---|
| Damage to biodiversity | No |
| Other | Please refer to the page #6 of "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_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 | Please refer to the page #6 of "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_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 5 % Turnover threshold |
| Pornography | Yes 5 % Turnover threshold |
| Spirits/Alcohol | Yes 5 % Turnover threshold |
| Gambling | Yes 5 % Turnover threshold |
| Other | Please refer to the page #6 of "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_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 page #6 of "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf |
Exclusion criteria – countries
| Corruption | Yes |
|---|---|
| Other | Please refer to the "Investment Principles" for further details - https://cdn.janushenderson.com/webdocs/Investment%2520Principles_Sustainable%2520Future%2520Technologies_2024_12_exp_2025_12.pdf |
More on data availability
-
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
FNG-Sustainability profiles disclaimer
- Bei den vorstehenden Angaben im Rahmen der FNG-Nachhaltigkeitsprofile handelt es sich lediglich um Zusammenstellungen, Übersichten oder Sortierhilfen, die vom Forum Nachhaltige Geldanlagen e.V. wertungsfrei bereitgestellt werden.
- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
- Die in den FNG-Nachhaltigkeitsprofilen bereitgestellten Informationen stellen keine Anlageempfehlungen dar. Sie dienen lediglich Informationszwecken zu bestimmten Nachhaltigkeitsaspekten und können weder eine fachgerechte Anlageberatung noch eine qualifizierte Produktaufklärung ersetzen. Es wird daher empfohlen, vor Kauf oder Verkauf der in den FNG-Nachhaltigkeitsprofilen aufgeführten Anlageprodukte die Dienste eines professionellen Anlageberater in Anspruch zu nehmen und die vollständigen Verkaufsunterlagen (insbesondere Verkaufsprospekt) des jeweiligen Anlageprodukts aufmerksam durchzulesen. Insoweit wird ergänzend darauf hingewiesen, dass Anlageprodukte generell mit Verlustrisiken bis hin zu einem Totalverlust behaftet und auch in der Vergangenheit erzielte Gewinne kein zuverlässiger Indikator für zukünftige Ergebnisse sind.