Notification of change to various Janus Henderson Horizon funds
We have been notified by Janus Henderson Horizon Fund (the “Company”) of a change to a number of its funds. The change will take effect from 14 May 2025 (the “Effective Date”).
AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS
- Janus Henderson Horizon Euro Corporate Bond A3 Hedged Inc
- Janus Henderson Horizon Global Property Equities A2 Acc EUR
- Janus Henderson Horizon Global Property Equities A2 Acc GBP
- Janus Henderson Horizon Global Property Equities A2 Acc USD
- Janus Henderson Horizon Pan European Property Equities A2 Acc EUR
(together the “Funds”)
Introduction of a minimum commitment in sustainable investments
From the Effective Date the Funds, which currently promote environmental and / or social characteristics pursuant to Article 8 of the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (the “SFDR”), will adopt a new commitment to invest a minimum percentage of their net asset value in sustainable investments, as follows:
| Article 8 Funds | Minimum commitment of net asset value in sustainable investments |
|---|---|
| Janus Henderson Horizon Euro Corporate Bond | 20% |
| Janus Henderson Horizon Global Property Equities | 10% |
| Janus Henderson Horizon Pan European Property Equities | 10% |
The Company has received feedback from investors that suggests there is demand for Article 8 funds to commit a minimum level of exposure to sustainable investments. In response to this demand, Janus Henderson Investors Europe S.A. as Management Company to the Company, has decided to introduce the minimum commitment in sustainable investments for its Article 8 funds, which includes the above Funds.
The Investment Manager will use its sustainable investment methodology to determine which investments may be considered sustainable investments. With respect to the above Funds, the Investment Manager uses a pass/fail test meaning that each sustainable investment must meet all three of the requirements below:
- Based on revenue mapping to UN Sustainable Development Goals or having a carbon emissions target approved by the Science Based Targets initiative (SBTi), it contributes to an environmental or social objective;
- It does not cause significant harm to any environmental or social sustainable investment objective; and
- It follows good governance practices.
A summary of the amendments added to the pre-contractual disclosures of the Funds can be found in the Janus Henderson notification opposite.
These changes will take effect automatically and policyholders do not need to take any action. We recommend that policyholders seek the advice of their usual financial adviser before making any investment decisions.
AVAILABLE IN OUR OPEN-ARCHITECTURE PRODUCTS
The Janus Henderson Horizon Funds can also be accessed through our portfolio bonds and will also be subject to the changes detailed in the Janus Henderson notification opposite.
For more information on Janus Henderson Horizon Funds visit https://www.janushenderson.com
Should you have any questions regarding these changes, please contact the Investment Marketing Team.