Janus Henderson Hrzn GlblPtyEqsH2GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.90%
  • 3 Year sharpe0.73
  • 3 Year alpha5.69
  • Distribution Typeaccumulation
  • BenchmarkFTSE EPRA Nareit Developed NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.08%
  • IA SectorProperty Other
  • Manager GroupJanus Henderson
  • DomicileLuxembourg
  • ISINLU1276832984

Investment Strategy

The Fund aims to provide capital growth over the long term. The Fund invests at least 80% of its net assets in equities or equity-related instruments of real estate companies or Real Estate Investment Trusts (or their equivalents) listed or traded on a Regulated Market, that derive the main part of their revenue from owning, developing and managing real estate. The Fund may invest in companies of any size, including smaller capitalisation companies, in any country. Equity-related instruments may include depository receipts. The Fund may use derivative instruments (such as futures, forwards, options and warrants) to reduce risk and to manage the Fund more efficiently. Under no circumstances shall the use of these instruments and techniques cause a Fund to diverge from its investment policy. On an ancillary basis and for defensive purposes, the Fund may invest in: • investment grade government bonds and associated derivative instruments; • cash and Money Market Instruments.

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