Global Research Growth Fund
By investing in the best ideas from each global research sector team, this large-cap growth fund seeks long-term capital growth.
WHY CHOOSE THIS FUND?
Managed by
sector experts
Our 35-strong team of sector specialists conduct independent, differentiated research and idea generation.
Pure stock picking
approach
With a truly global focus, across market caps, geographies and sub-sectors, our team build a high-conviction portfolio of their best ideas.
Minimise the
macro
This team's disciplined investment process is designed to minimise macro risks by aligning sector allocations with the benchmark.
|
Managed by sector experts |
|
Pure stock picking approach |
|
Minimise the macro |
GLOBAL SECTOR-BASED APPROACH
The Central Research team consists of 35 equity research analysts across seven global sector teams (as at 31 December 2023):
Consumer
Communications
Energy & Utilities
Financial
Health Care
Industrials & Materials
Technology
- Consumer
- Communications
- Energy & Utilities
- Financial
- Health Care
- Industrials & Materials
- Technology
Our sector teams debate and collaborate to determine position sizes, regardless of index weight, based on the team’s level of conviction and the stock’s risk/reward potential.
This fund also leverages the collective expertise of over 340 investment professionals across nine global offices, along with support from the Responsible Investment and Governance team.
GLOBAL RESEARCH GROWTH FUND PERFORMANCE
The key to our success is alpha generation through bottom-up stock picking at a global scale.
The Fund was launched in Australia in 2009 and has a long-term track record of outperformance.
Growth of A$10,000 for MSCI World Index ex-Australia, net dividends reinvested and Janus Henderson Global Research Growth Fund (net of fees) since inception. Past performance should not be taken as an indicator of future performance. Performance figures are calculated using the exit price net of fees and assume distributions are reinvested. As at 31 December 2023.
INVEST IN A WORLD OF OPPORTUNITY
| FUND FACTS | |
|---|---|
| Asset Class | Equities |
| Benchmark | MSCI World Index ex Australia (net dividends reinvested in AUD) |
| Product Structure | Australian Managed Investment Scheme |
| APIR | ETL0186AU |
| Inception | December 2009 |
| Portfolio Managers | John Jordan, Josh Cummings CFA |
| Management Fee | 0.75% p.a. |
| Performance Fee | Nil |
| Distribution Frequency | Annually (if any) |
MEET THE LEAD PORTFOLIO MANAGERS
John Jordan
Portfolio Manager
Industry since 1997.
Joined Firm in 2008.
Josh Cummings, CFA
Portfolio Manager
Industry since 1996.
Joined Firm in 2016.
"We believe in putting stock selection in the hands of the experts.”
Josh Cummings
Portfolio Manager
INSIGHTS
Investment insights Read the latest global equities articles from Matt Peron and the team.  |
Podcasts Listen to ‘Research in Action’, our podcast that connects you with the investment themes shaping our world. |
Webinars Watch our latest FPA CPD accredited webinar to find out more about the Fund. |
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298, AFSL 240975), is the Responsible Entity for the Janus Henderson Global Research Growth Fund ARSN 140 461 945. Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT). The Investment Manager for the Fund is Janus Henderson Investors US LLC (‘Janus Henderson’). Janus Henderson is permitted to provide certain financial services to wholesale clients pursuant to an exemption from the need to hold an Australian financial services licence under the Corporations Act 2001. Janus Henderson Investors US LLC is regulated by the United States Securities & Exchange Commission (SEC) under U.S. laws, which differ from Australian laws. The Janus Henderson Global Research Growth Fund's Target Market Determination is available at eqt.com.au. A Target Market Determination describes who this financial product is likely to be appropriate for (i.e the target market), and any condition around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.