Unlock Europe's Potential

A landscape of investment opportunity

Europe provides exposure to every type of company, from smaller, faster-growing local businesses to huge, defensive multi-nationals that command a global market share.

Europe is home to many economically sensitive businesses, and cyclical industries, which tend to perform better than their defensive counterparts when emerging from a downturn.

Significant divergence in stockmarket performance between Europe and the US presents a potentially attractive opportunity to improve diversification at a regional level.

Past performance does not predict future returns.
The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.

European Espresso

Serving up an expert blend of insight on European equity markets straight from the investment team.

European espresso: A new paradigm for European defence stocks

March 13, 2024

Janus Henderson as a leader in European Equities

Experienced
investment team

A 21-strong team with 20 years’ average industry experience*, supported by a collaborative system of shared knowledge, with portfolio managers retaining ownership of their stock decisions.
*Source: Janus Henderson, as at 31 March 2024.

Diverse range of
investment solutions

Our European equities fund range offers investment solutions across growth, value and blend styles, across the market-cap scale, with absolute return and flexible strategies that aim to adapt to the economic cycle.

Bottom-up, actively
managed

We emphasise stock selection and active exposure to seek outperformance as core elements of each manager’s investment approach.

Funds in focus

Morningstar ratings are based on the representative share class of this fund and are dated to the last month-end upon availability from Morningstar.

Morningstar rating

A fund focused on large cap Pan European equities designed to capture opportunities across all market cycles.

Identifying catalysts for change
Focuses on aiming to capture opportunities by aiming to accurately anticipate changes and inflection points in companies and industries

Dynamic investment approach
Seeks to add value at two levels: stock selection and more sparingly, sector theme selection

Blend style
Style bias shifts between growth and value depending on the market environment and opportunity set but always within the core category

Morningstar ratings are based on the representative share class of this fund and are dated to the last month-end upon availability from Morningstar.

Morningstar rating

A fund focused on large cap European (ex UK) equities designed to capture opportunities across all market cycles.

Identifying the catalysts for change
Focuses on aiming to capture opportunities by aiming to accurately anticipate changes and inflection points in companies and industries

Dynamic investment approach
Seeks to add value at two levels: stock selection and more sparingly, sector theme selection

Blend style
Style bias shifts between growth and value depending on the market environment and opportunity set but always within the core category

Morningstar ratings are based on the representative share class of this fund and are dated to the last month-end upon availability from Morningstar.

Morningstar rating

A balanced portfolio seeking attractive valuations and high growth opportunities in European equities (including the UK).

Valuation aware approach, blended by style
A balanced portfolio seeking attractive valuations and high growth opportunities in European equities (including the UK).

Small caps with ESG beneficiaries
The team believe companies that score well on ESG and sustainability warrant a valuation premium over time

Willingness to take a contrarian view
A larger investment universe provides more opportunities to find mispriced stocks in mature and turnaround companies

View all European Equities funds

Past performance does not predict future returns.
The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.

Further information on the Pan European Fund, disclosures and performance information

Further information on the Continental European Fund, disclosures and performance information

Further information on the Horizon Pan European Smaller Companies Fund, disclosures and performance information

Meet the team