Alex Crooke

Janus Henderson has announced that a further eight funds will be classified as Article 8 funds under the EU Sustainable Finance Disclosure Regulation (SFDR) as of 25th February 2022.

The eight funds that will be classified as Article 8 from 25th February 2022 are:

• Janus Henderson Absolute Return Fund
• Janus Henderson Horizon Euro High Yield Bond Fund
• Janus Henderson Horizon Euro Corporate Bond Fund
• Janus Henderson Global Equity Fund
• Janus Henderson Horizon Global Natural Resources Fund;(which subject to regulatory approval will be renamed the Janus Henderson Horizon Responsible Resources Fund from 25th February 2022)
• Janus Henderson Horizon Pan European Equity Fund
• Janus Henderson Horizon Pan European Absolute Return Fund
• Janus Henderson Horizon Strategic Bond Fund

Currently, Janus Henderson has one Article 8 fund: the Janus Henderson Horizon Global Technology Leaders Fund and three Article 9 funds: the Janus Henderson Horizon Global Sustainable Equity Fund, the Janus Henderson Horizon US Sustainable Equity Fund and the Janus Henderson Horizon Sustainable Future Technologies Fund.

Alex Crooke, Co-Head of Equities for EMEA and Asia Pacific, said: “With the registration of these eight Article 8 funds, and the launch of our new two Article 9 funds in 2021, I’m very pleased that we’re making steady and meaningful progress toward making our European fund range more sustainable.

“The consideration of ESG factors is not a new development for Janus Henderson; we have a long history of managing specifically sustainable funds, not least the Janus Henderson Global Sustainable Equity Strategy, which in 2021 celebrated it’s thirtieth year trading. Janus Henderson is taking a phased approach, and we intend to add additional Article 8 and 9 funds gradually.”

Ignacio de la Maza, Head of EMEA Intermediary & LatAm, said: “As of 25th February, more than 50% of the total AUM^[1] in our Luxembourg SICAVs will be Article 8 or Article 9; in time we aim to have more than 90% of AUM^[2] in Luxemburg as Article 8 or 9.  Measures like the SFDR allows for increased transparency; the registration of Article 8 funds allows for enhanced disclosure and reporting; allowing investors to measure the contribution of ESG factors to the success of their fund.

“These developments have been led by the needs of our clients, who told us that it was crucial for them to be able to invest in truly sustainable funds and we are delighted to have an additional eight funds classified as article 8, further aligning with their objectives. We are committed to remaining connected to our clients, listening to what is important to them, understanding their needs and delivering solutions to meet these needs. We will continue to assess our fund range and as client demand increases, create and adapt further products to meet the EU SFDR criteria.”

———

[1] Data from Janus Henderson Investors
[2] Ibid

The post Janus Henderson unveils expanded European Article 8 Fund Offering appeared first on AdviserVoice.

Tal comes with more than 21 years of financial industry experience. He was most recently the Deputy Head of Global Resources at Colonial First State Global Asset Management/First State Investments in London, where he worked as a fund manager since December 2011. Prior to First State, Tal was a Partner at NewSmith Capital and ORN Capital (both in the UK), where he launched and oversaw various global resources and energy funds.

Alex Crooke, Co-Head of Equities (EMEA & Asia PAC) commented, “We are excited to be adding to our well regarded Global Natural Resources team with someone of Tal’s calibre and background. The addition not only complements the experience of our long-standing team, but with Tal’s knowledge and expertise, it should allow us to further build on our performance track record, strengthen the team’s global presence, enhance our quality of service to clients and grow our business.”

In addition, Daniel Sullivan has been promoted as Co-Head of the Global Natural Resources Team, alongside David Whitten.

As Co-Head, Daniel will be jointly responsible for managing the global natural resource team and the portfolio management of the suite of global natural resource equity funds and mandates.

Alex Crooke stated, “Daniel has been an important member of the Global Natural Resources team for six years and has worked alongside David over that period. This appointment recognises his increasing portfolio management responsibilities and the natural progression of Daniel as leader of the team.”

With the appointment of Tal, the Janus Henderson’s Global Natural Resources Team consists of five experienced natural resource investment specialists, combining investment management with qualifications and industry experience in geology, mining engineering and metallurgy.

The Team manages in excess of $1.3bn AUD (as at 31 December 2018) on behalf of institutional and retail clients.

Matt Gaden, Head of Australia, adds, “As Janus Henderson Investors continues to expand in Australia, with solid growth from both the retail and institutional channels, we will continue to be forward-looking and invest in our business. Tal’s appointment is another indication of that, and of our long-term commitment to the Australian market.”

The post Janus Henderson Investors hires Tal Lomnitzer for Global Natural Resources team appeared first on AdviserVoice.