Janus Henderson Global Sustainable Equity Fund’s Q2 2026 Investor Letter

Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI infrastructure, and underweight positions in energy, materials, and consumer staples were the key drivers. AI significantly contributed to returns, especially among chipmakers. Information technology was the top performer in the quarter with over 30% returns, alongside strong performances from financials and industrials. The portfolio focuses on high-quality companies with competitive advantages and exposure to long-term trends, positioning it to manage evolving investment opportunities and risks. For insights into their key selections for 2026, please review the Strategy’s top five holdings.

A copy of Janus Henderson Global Sustainable Equity Fund’s Q2 2026 investor letter can be downloaded here.

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