JESSX
Janus Henderson Global Sustainable Equity-S
Sustainable Growth with JESSX
The Janus Henderson Global Sustainable Equity-S (JESSX) fund is designed for investors seeking long-term capital growth with a focus on sustainability. This fund invests at least 80% of its net assets in equity securities, primarily targeting companies that contribute to positive environmental or social change. With a core portfolio of 50-70 equity securities, JESSX aims to balance growth potential with sustainable economic development. This makes it an attractive option for eco-conscious investors who are looking to align their financial goals with their values.
At A Glance
Executive Summary
JESSX focuses on sustainable growth with a 26.96% 1-year return, investing in eco-friendly companies. High expense ratio but strong alpha of 9.69%.
Focus on sustainable investments Strong 1-year return of 26.96% Diverse global equity exposure
High expense ratio of 1.36% Low yield of 0.07% Potentially volatile due to growth focus
Impressive Recent Performance
JESSX has demonstrated impressive performance over the past year, with a 1-year return of 26.96%, significantly outperforming its benchmark, the MSCI ACWI xUS DivAdj Index, which returned 17.25% over the same period. This strong performance can be attributed to the fund’s strategic allocation in high-growth sectors such as technology and industrials, which together comprise over 50% of the portfolio. The fund’s ability to capitalize on market trends and invest in companies with robust growth prospects has been a key driver of its recent success.
Portfolio Composition and Sector Allocation
The fund’s portfolio is heavily weighted towards technology (30.83%) and industrials (22.54%), reflecting its growth-oriented strategy. This allocation is complemented by significant investments in the financial (18.01%) and healthcare (11.78%) sectors, providing a diversified exposure to various industries. The top holdings include major players like Microsoft Corp and NVIDIA Corp, which are known for their innovation and market leadership. This strategic sector allocation positions JESSX to benefit from technological advancements and industrial growth, aligning with its objective of sustainable economic development.
Risk Metrics and Volatility
JESSX exhibits a balanced risk profile with a beta of 0.98, indicating that it moves in line with the market. The fund’s alpha of 9.69% suggests that it has outperformed its benchmark on a risk-adjusted basis. The Sharpe ratio of 0.71 and Treynor ratio of 9.85 further highlight its ability to generate returns relative to its risk. Despite a maximum drawdown of -9.2%, the fund has shown resilience with a quick recovery, making it a viable option for investors who can tolerate moderate volatility in pursuit of higher returns.
Comparative Analysis with Similar Funds
When compared to similar funds, JESSX holds its ground with a competitive 1-year return of 26.96%. While its expense ratio of 1.36% is higher than some peers like Fidelity Enduring Opportunities (FEOPX) and Sit ESG Growth-S (SESGX), its focus on sustainable investments and strong performance may justify the cost for certain investors. The fund’s beta of 0.98 is comparable to its peers, indicating similar market sensitivity. Investors should weigh the higher expense against the fund’s sustainable investment strategy and recent performance when considering JESSX.
Investor Suitability and Considerations
JESSX is particularly suitable for investors who prioritize sustainability and are willing to invest in a fund with a growth-oriented strategy. The fund’s focus on companies that contribute to environmental and social change aligns with the values of eco-conscious investors. However, potential investors should consider the fund’s high expense ratio of 1.36% and low yield of 0.07%, which may not appeal to those seeking income generation. The fund’s growth focus also implies a certain level of volatility, which should be considered in the context of an investor’s risk tolerance and investment horizon.
Market Cap and Geographic Allocation
The fund’s market cap allocation is predominantly in large (40.77%) and extra-large (27.44%) companies, providing stability and growth potential. Additionally, JESSX offers a balanced geographic exposure with 60.41% in U.S. equities and 37.74% in non-U.S. equities, allowing investors to benefit from global market opportunities. This diverse allocation helps mitigate country-specific risks and enhances the fund’s potential to capitalize on international growth trends, making it a well-rounded choice for investors seeking global diversification.
Conclusion: A Sustainable Choice for Growth Investors
In conclusion, the Janus Henderson Global Sustainable Equity-S (JESSX) fund stands out for its commitment to sustainable investing and impressive recent performance. With a focus on high-growth sectors and a diversified global portfolio, it offers significant growth potential for investors who prioritize sustainability. While the high expense ratio and low yield may deter some, the fund’s strong alpha and strategic sector allocation make it a compelling choice for growth-oriented investors with a long-term perspective. JESSX is well-suited for those looking to align their investment strategy with their values, particularly in the realm of environmental and social responsibility.
Similar Securities
JHISX: Janus Henderson VIT Global Sust Eq-Inst | Sustainable Growth Investment
JHISX stands out with a focus on sustainable growth, investing in companies aligned with environmental and social megatrends, offering a 27.61% 1-year return.
OPPAX: Invesco Global-A | Global Growth Investment
Invesco Global-A (OPPAX) excels with a 27.94% 1-year return, focusing on tech and communication sectors, offering a unique global growth strategy.
PAGLX: TRPrice Global Growth Stock-Adv | Global Large-Cap Growth Fund
PAGLX offers global large-cap growth with a strong 1-year return of 29.06%, outperforming its benchmark. High tech allocation and low downside risk.
ANWPX: American Funds New Perspective-A | Global Growth and Diversification
ANWPX offers global growth with a 0.75% expense ratio, focusing on international trade opportunities. Strong 1-year return of 28.74%.
MAEGX: BlackRock Unconstrained Equity-Inst | Global Growth Opportunities
MAEGX offers high total returns with a focus on global equities, boasting a 20.56% 1-year return and a low beta of 0.55 for reduced volatility.
Futher Reading
https://www.morningstar.com/funds/xnas/JESSX/quote
https://finance.yahoo.com/quote/JESSX/”>Yahoo: Janus Henderson Global Sustainable Equity-S
https://ftcloud.fasttrack.net/web/chart/JESSX
https://www.wsj.com/market-data/quotes/mutualfund/JESSX
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