Janus Henderson Global Research Engagement ETF

Issuer: Janus Henderson

Asset Class: Equity

TER: 35bps

Trading Currency: USD

Pays Income: False

Listing Date: 24 Oct 2025

Ticker: JGBL

ISIN: IE000Y3FZEN4

This financial product offers exposure to a concentrated, high-conviction portfolio of global companies and is actively managed. The investment strategy is rooted in a fundamental, research-driven approach that seeks to identify high-quality businesses with the potential for sustainable growth over the long term. A distinctive feature of this fund is its emphasis on engagement. The portfolio managers actively collaborate with the management of the companies they invest in, aiming to foster positive change and unlock shareholder value. This engagement-led approach is fully integrated with Environmental, Social, and Governance (ESG) considerations, focusing on improving corporate practices and long-term resilience.

The core of the investment process involves identifying businesses with durable competitive advantages and then working with them to enhance their value. This is not a passive ESG screening strategy; instead, it is a proactive model of stewardship where the investment team uses its influence to address specific issues and opportunities within each company. The fund’s concentrated nature, typically holding between 40 to 60 stocks, ensures that each position is a result of deep analysis and strong conviction. The objective is to deliver long-term capital growth by investing in companies that are not only financially robust but are also on a clear path toward improving their overall sustainability profile.

This product is designed for investors with a long-term horizon who are seeking capital appreciation through a global equity strategy. It is particularly suitable for those who believe that active engagement and responsible corporate stewardship can lead to both enhanced investment returns and positive real-world outcomes. By focusing on influencing corporate behavior for the better, the strategy aims to mitigate long-term risks and capitalize on opportunities that may be overlooked by traditional investment approaches, making it a compelling option for those looking to align their financial goals with sustainable principles.