JHISX
Janus Henderson VIT Global Sust Eq-Inst
Introduction to JHISX: A Sustainable Growth Fund
The Janus Henderson VIT Global Sust Eq-Inst (JHISX) is a mutual fund designed to achieve long-term capital growth by investing primarily in equity securities. This fund is particularly focused on companies that contribute to positive environmental or social change, aligning with global megatrends such as climate change and sustainable economic development. As a part of the World Large Growth category, JHISX offers investors an opportunity to participate in the growth of companies that are strategically positioned to benefit from these transformative trends. With an expense ratio of 0.87%, the fund is managed by Janus Henderson, a well-respected name in the investment community, ensuring a professional approach to sustainable investing.
At A Glance
Executive Summary
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.
Focus on sustainable investments. Strong 1-year return of 27.61%. Diverse global equity exposure.
Higher expense ratio at 0.87%. Limited yield at 0.45%. Potential volatility in global markets.
Performance Highlights: Impressive 1-Year Returns
JHISX has demonstrated strong performance, particularly over the past year, with a return of 27.61%. This performance is notable when compared to its benchmark, the MSCI ACWI xUS DivAdj Index, which returned 17.25% over the same period. The fund’s ability to outperform its benchmark highlights its effective investment strategy and the potential for high returns in the sustainable growth sector. The fund’s alpha of 10.34% further underscores its ability to generate excess returns relative to the benchmark, making it an attractive option for investors seeking growth in environmentally and socially responsible companies.
Portfolio Composition: A Focus on Technology and Industrials
The portfolio of JHISX is heavily weighted towards the technology and industrial sectors, which together account for over 53% of the fund’s holdings. This allocation reflects the fund’s strategy to invest in sectors that are at the forefront of innovation and sustainability. Notable holdings include Microsoft Corp and NVIDIA Corp, which are leaders in technology and have significant roles in driving digital transformation and energy efficiency. The fund also invests in companies like Schneider Electric SE and Xylem Inc, which are pivotal in advancing industrial sustainability and resource management. This strategic allocation positions the fund to capitalize on the growth potential of these dynamic sectors.
Risk Metrics: Balancing Growth with Stability
JHISX exhibits a balanced risk profile, with a beta of 0.97 indicating that it moves in line with the market. The fund’s standard deviation of 3.91% suggests moderate volatility, which is typical for a growth-oriented fund. The Sharpe ratio of 0.76 indicates that the fund provides a reasonable return for the level of risk taken. Additionally, the fund’s downside risk, measured by the Ulcer Index, is relatively low at 2.45, suggesting that it has managed to limit losses during market downturns. These metrics highlight the fund’s ability to balance growth potential with risk management, making it suitable for investors who are comfortable with moderate risk.
Comparative Analysis: Standing Out Among Peers
When compared to similar funds, JHISX holds its ground with a competitive 1-year return of 27.61%. While Columbia Select Global Equity-Inst3 (CSEYX) has a higher return of 31.46%, JHISX’s focus on sustainability and its strategic sector allocation provide unique value propositions. The fund’s expense ratio of 0.87% is slightly higher than some peers, but its strong performance and sustainable investment focus justify the cost for many investors. Additionally, JHISX’s alignment with environmental and social megatrends offers a distinct advantage for those looking to invest in the future of sustainable development.
Investor Suitability: Ideal for Growth-Oriented Investors
JHISX is particularly well-suited for investors who are seeking long-term growth and are interested in sustainable investing. The fund’s focus on companies that contribute to positive environmental and social change aligns with the values of socially conscious investors. Its strong performance and strategic sector allocation make it an attractive option for those looking to capitalize on the growth potential of technology and industrial sectors. However, investors should be aware of the fund’s higher expense ratio and moderate yield, which may not appeal to those seeking income-focused investments. Overall, JHISX is ideal for growth-oriented investors who prioritize sustainability.
Sector Allocation: Emphasizing Innovation and Sustainability
The sector allocation of JHISX is a testament to its commitment to innovation and sustainability. With over 30% of its assets in technology and nearly 23% in industrials, the fund is heavily invested in sectors that are driving global change. This focus on technology and industrials is complemented by significant investments in healthcare and financials, which together account for nearly 30% of the portfolio. This diversified sector allocation not only supports the fund’s growth objectives but also aligns with its mission to invest in companies that are contributing to sustainable economic development. This strategic focus on sectors poised for growth and innovation makes JHISX a compelling choice for investors.
Conclusion: A Compelling Choice for Sustainable Growth
In conclusion, the Janus Henderson VIT Global Sust Eq-Inst (JHISX) stands out as a compelling choice for investors seeking sustainable growth. Its focus on companies that are aligned with environmental and social megatrends, combined with its strong performance and strategic sector allocation, make it an attractive option for growth-oriented investors. While the fund’s higher expense ratio and moderate yield may be considerations for some, its commitment to sustainability and its ability to outperform its benchmark provide significant value. JHISX is well-suited for investors who are looking to invest in the future of sustainable development and are comfortable with moderate risk.
Similar Securities
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.
PGGAX: American Funds Global Growth-A | Global Growth Investment
PGGAX offers global growth with a 0.81% expense ratio, outperforming its benchmark with a 28.71% 1-year return.
PRGSX: TRPrice Global Stock-Inv | Global Growth Opportunities
PRGSX offers global diversification with a focus on large-cap growth stocks, boasting a 27.40% 1-year return and a competitive 0.81% expense ratio.
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%.
TGBLX: TRPrice Global Impact Equity-I | Global Growth with Impact
TGBLX offers global equity exposure with a 0.79% expense ratio, focusing on growth and impact investing. Strong 1-year return of 24.67%.
Futher Reading
https://www.morningstar.com/funds/xnas/JHISX/quote
https://finance.yahoo.com/quote/JHISX/”>Yahoo: Janus Henderson VIT Global Sust Eq-Inst
https://ftcloud.fasttrack.net/web/chart/JHISX
https://www.wsj.com/market-data/quotes/mutualfund/JHISX
Disclaimer: The information provided on this website is for informational purposes only and should not be construed as financial, investment, or other professional advice. PeepFinance does not endorse or recommend any specific securities, investments, or strategies. The opinions expressed are solely those of the authors and are not intended to be used as the basis for any investment decisions. All investments carry risks, and readers are encouraged to conduct their own research or consult with a financial professional before making any financial decisions. PeepFinance and its authors are not responsible for any losses or damages arising from the use of this information.