Janus Henderson Horizon Global Sustainable Equity Fund

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LU1984711512

Issuer Janus Henderson
Fund provider Janus Henderson
Fund type/Asset class Equity fund
Legal form SICAV
Fund issue date 29/05/2019
Last Update 07.02.2024
Benchmark MSCI World
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
-

% of Sustainable Investments according to SFDR
-

Principal Adverse Impacts

PAI PAI

Greenhouse Gas Emissions

PAI PAI

Water

PAI PAI

Waste

PAI

Biodiversity

PAI PAI

Energy Efficiency and Fossil Fuels

PAI PAI

Social and Employee Matters

Sustainable Development Goals

SDG

No Poverty

SDG

Zero Hunger

SDG

Good Health and Well-being

SDG

Quality Education

SDG

Gender Equality

SDG

Clean Water and Sanitation

SDG

Affordable and Clean Energy

SDG

Decent Work and Economic Growth

SDG

Industry, Innovation and Infrastructure

SDG

Reduced Inequality

SDG

Sustainable Cities and Communities

SDG

Responsible Consumption and Production

SDG

Climate Action

SDG

Life Below Water

SDG

Life on Land

SDG

Peace and Justice Strong Institutions

SDG

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
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 -
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 funds 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
Impact Investing
Environmental Social Governance
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.
Further information on the sustainability approach 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. Externer Link Link to sustainability approach

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 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.
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/AnnualSustainabilityReport_Global+Sustainable+Equity+Appendix_2023_11_exp_2024_12.pdf
Sustainability reporting Yes 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.
At least monthly portfolio publication Yes Externer Link Link to monthly portfolio publication
Certification/Label awarded by independent auditors
Label ISR Luxflag Label
Contact for inquiries Carsten Herwig

Environmental

Exclusion of sectors / areas of business – companies

Fossil fuels (Coal, Oil and Gas) Yes 5 % Turnover threshold
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 Please refer to Page 9 of: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2023_09_exp_2024_09.pdf 5 % Turnover threshold

Exclusion of business practices – companies

Environmentally damaging behaviour Yes
Damage to biodiversity Yes
Other -

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 Page 9 of: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2023_09_exp_2024_09.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 Page 9 of: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2023_09_exp_2024_09.pdf 5 % Turnover threshold

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_ENG_2023_09_exp_2024_09.pdf

Exclusion criteria – countries

Corruption Yes
Other Please refer to the provided Investment Principles document: https://cdn.janushenderson.com/webdocs/InvestmentPrinciples_GlobalSustainableEquityStrategy_ENG_2023_09_exp_2024_09.pdf

More on data availability

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  1. 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.

FNG-Sustainability profiles disclaimer

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  1. 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.  
  2. 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.
  3. 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.
  4. 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.