Sicav’s product aims to deliver long -term capital growth by identifying and investing in promising, sustainability technology -related companies, while its positive thematic screening naturally avoids FAANGs, creating a unique portfolio. , says the firm.
FAANGS are Meta (formerly Facebook), Amazon, Apple, Netflix and Alphabet (formerly Google).
Incepted in August 2021 and in accordance with the EU Sustainable Finance Disclosure Regulation, the fund has a sustainable investment mandate with a focus on technology.
The top portfolio manager of the $ 23.1m fund is Richard Clode. The fund has generated -15.4% consolidated revenue since inception, in U.S. dollars, compared to its benchmark MSCI ACWI Technology of -2.52% return, according to FE Fundinfo.
As of January 31, 2022, the top five fund holders were: Microsoft (4.6%), Telus (3.9%), ServiceNow (3.6%), Impinj (3.3%) and Nvidia (3.0%). Approximately 82% of the fund is invested in the U.S., according to the fund’s factsheet.
The manager shares the same investment team as the Janus Henderson Horizon Global Technology Leaders Fund, which has generated annualized returns of 12.2% compared to 10.1% for their sector group since being formed more than 17 years ago, according to the firm.
“Technology is the science of problem solving and its innovation and exponential leaps will be critical in providing solutions not only to climate change and reducing our carbon footprint, but also to the democratization of access to de- quality education and health care, promoting financial inclusion, reducing inequality and upgrading. quality of life, ”Clode said.
“By investing in sustainable technology, clients will naturally access some of the largest and longest runway growth markets with significant regulation, government policy and demographic tailwinds, and thus naturally deliver on the dual mandate to have of a positive impact on the world as well as delivering strong, long-term capital returns, ”he added.
Thematic framework
The Fund uses a positive thematic framework to select investments consistent with the UN’s Sustainable Development Goals (SDGs), and derives at least 50% of its revenues from sustainable technology themes.
This ensures “significant diversity and distinction from traditional technology names, offering exposure to emerging technology companies aligned with the UN SDGs and increasing the extent of sustainable investment solutions available in clients, “said Janus Henderson.
Janus Henderson Investors is a global asset manager with $ 432.3bn in AUM.