Adoption of Sustainability Focus™ label and prospectus disclosure updates
Please note that with effect from 15 April 2025 the Fund will adopt the Sustainability Focus™ label.
DEFINING CHARACTERISTICS OF OUR STRATEGY
- UK-based team of sector experts with over 90 years’ combined industry experience navigating the hype cycle of technology.
- Positive screening of sustainable technology themes providing solutions to key global environmental and social challenges.
- Negative screening to avoid investing in companies with goods or services that contribute to environmental or societal harm.
- Disciplined valuation approach seeks to identify underappreciated earnings power and rational growth at a reasonable price.
WHAT WE BELIEVE
- We believe technology is the science of solving problems and responsible innovation and disruption can be a positive force.
- Our deep knowledge and extensive experience enables us to navigate the technology hype cycle to identify persistent, underappreciated growth opportunities that provide solutions to the global challenges faced by humanity – technology for good.
- We believe this approach will provide clients with access to companies delivering positive environmental and social benefits, as well as the potential for attractive long-term returns.
KEY DOCUMENTS
Investment Principles
Annual Sustainability Report
INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term (5 years or more) by investing in technology-related companies that contribute to the development of a sustainable global economy. The Investment Manager has identified eight sustainable technology themes that help to create a sustainable global economy and reflect technology as the science of solving problems – addressing current global challenges such as population growth, poverty and inequality, ageing population, resource constraints and climate change. The Investment Manager will invest in companies whose products and/or services are aligned with the sustainability themes.
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The Fund invests at least 90% of its assets in shares (also known as equities) of technology-related companies, of any size, in any industry and in any country, provided that such companies are not excluded by virtue of the applicable exclusions and meet the Fund’s sustainability standard. Whether a company provides sustainable products and/or services, and therefore whether it is a sustainable company for this Fund, will be determined by a robust evidence-based standard, which requires the majority of its current revenues (at least 50%) to be aligned to one or more of the sustainability themes.
The Fund may also invest in other assets including: (a) companies that derive at least 50% of prospective revenues from products and services that contribute to positive environmental or social change; (b) Collective Investment Schemes (including those managed by Janus Henderson); and (c) cash.
The Investment Manager may use derivatives (complex financial instruments) to reduce risk or to manage the Fund more efficiently.
The strategy of the Fund is designed to be benchmark agnostic and focuses on absolute returns, however, the MSCI ACWI Index is selected as a benchmark to help clients measure relative performance. The benchmark does not constrain the Investment Manager; the Fund is actively managed, and the Investment Manager has discretion to choose investments that are not benchmark constituents and to maintain different weightings compared to the benchmark. The benchmark does not define the investment universe and is used for the measurement of relative performance only, against a wide definition of the global equity market. As an additional means of assessing the performance of the Fund, the IA Technology and Technology Innovations sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
