Janus Henderson Group plc

03/14/2024 | Press release | Distributed by Public on 03/14/2024 07:06

Janus Henderson Wins Four LESG Lipper Awards for US Funds

Awards recognize strong, risk-adjusted performance

DENVER - Janus Henderson Investors has been recognized for performance in the U.S. with four LESG Lipper Fund Awards. The annual awards are granted to funds and fund management firms for consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers.

Janus Henderson won awards for the following U.S. funds: Janus Henderson Overseas Fund (NYSE: JDINX), the Janus Henderson Global Research Fund (NYSE: JWWFX), the Janus Henderson Responsible International Dividend Fund (NYSE: HDIVX), and the Janus Henderson European Focus Fund (NYSE: HFERX).

The Janus Henderson Overseas Fund won for the five-year period in the International Large-Cap Core category. The Fund seeks capital growth by investing in select international companies across market-cap and style spectrums where the portfolio managers believe the market may underestimate free-cash-flow growth. The Fund was launched in 1994 and is managed by Portfolio Managers Julian McManus and Christopher O'Malley.

The Janus Henderson Global Research Fund won for the 10-year period in the Global Large-Cap Core category. The Fund seeks long-term capital growth by identifying industry-leading companies with brand power, enduring business models, and strong competitive positioning regardless of market cap, geography, or subsector. The Fund was launched in 2005 and is managed by Portfolio Managers Matt Peron, John Jordan, and Joshua Cummings.

The Janus Henderson Responsible International Dividend Fund won for the 10-year period in the International Equity Income Funds category. This bottom-up, valuation-driven portfolio has defined ESG criteria and seeks to identify companies with long-term profit potential and produce attractive levels of dividend income. The Fund was launched in 2012 and is managed by Head of Global Equity Income Ben Lofthouse and Portfolio Manager Faizan Baig.

The Janus Henderson European Focus Fund won for the 5-year period in the European Region Funds category. It is a regional equity fund that seeks to achieve long-term capital appreciation primarily through investment in European companies. The management team applies a high-conviction approach, with a focus on opportunities that offer material upside potential, regardless of style. The Fund was launched in 2001 and is managed by Portfolio Manager Robert Schramm-Fuchs.

We believe that winning these Lipper Awards is a testament to Janus Henderson Investors' mission to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

Marc Pinto, Head of Americas Equities at Janus Henderson Investors, said: "We're honored to receive performance-based recognition for four of our actively managed funds. Our Equities team is consistently dedicated to ensuring clients can pursue strong, risk-adjusted returns through a variety of differentiated strategies that meet many investment objectives. With so much volatility over the last year, active managers had an opportunity to add real value by helping clients find reliable signals among all the noise so they could stay on track toward their goals. We're grateful that our clients trust us to deliver results even amid turbulent markets and an economy where the future is uncertain."

Robert Jenkins, Global Head of Research, Investment & Wealth LSEG Lipper, said: "The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation, and dramatic central bank intervention. We applaud the 2024 LSEG Lipper Fund Award winners, such as Janus Henderson Investors, for delivering outperformance and the accompanying comfort of consistency to investors' portfolios through a cross-current of global market disruptions."

For more information about Janus Henderson funds, please visit https://www.janushenderson.com/en-us/investor/product/.

Media and Investor Enquiries

Janus Henderson Investors

Media Relations:

Jeremy Osheim, Corporate Communications Manager, North America

+1 303-336-7464

[email protected]

Investor Relations:

Jim Kurtz, Head Investor Relations

303-336-4529

[email protected]

Notes to editors

About Janus Henderson

Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.

As of December 31, 2023, Janus Henderson had approximately US$335 billion in assets under management, more than 2,000 employees, and offices in 24 cities worldwide. The firm helps millions of people globally invest in a brighter future together. Headquartered in London, Janus Henderson is listed on the New York Stock Exchange (NYSE).

About LSEG Lipper Fund Awards:

For more than 30 years and in over 17 countries worldwide, the highly respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.

About LSEG Lipper:

With a track record of over 50 years of independent content, LSEG Lipper was the first to develop fund classifications that place funds in their respective peer group. LSEG Lipper data covers more than 380,000+ share classes in over 80 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets. LSEG Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. LSEG Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for 50 years, LSEG Lipper provides unparalleled expertise and insight to the funds industry.

About LSEG:

LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a commitment to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge, and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It's how we've contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years. Discover more at lseg.com.

The LSEG Lipper Fund Awards do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. LSEG Lipper Fund Awards designations are for information purposes only. LSEG Lipper is not responsible for the accuracy, reliability or completeness of the information obtained to calculate the awards. Consequently, LSEG Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates. Past performance is not a guarantee of future results. Recipients should not make an investment decision based on this information.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

The Janus Henderson European Focus Fund (Class N Shares) was evaluated among 16 European Region Funds for the 5-year period ending 11/30/23. The Janus Henderson Overseas Fund (Class N Shares) was evaluated among 53 International Large-Cap Core Funds for the 5-year period ending 11/30/23. Only eligible investors may purchase Class N Shares. See a prospectus for eligibility requirements and other available share classes. Other share classes may have different performance characteristics.

The Janus Henderson Global Research Fund (Class I Shares) was evaluated among 11 Global Large-Cap Core Funds for the 10-year period ending 11/30/23. The Janus Henderson Responsible International Dividend Fund (Class I Shares) was evaluated among 12 International Equity Income Funds for the 10-year period ending 11/30/23. Only eligible investors may purchase Class I Shares. See a prospectus for eligibility requirements and other available share classes. Other share classes may have different performance characteristics.

LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used under license. Past performance is no guarantee of future results.

Please consider the charges, risks, expenses, and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, please contact your investment professional or download the file from janus.com/info. Read it carefully before you invest or send money.

Past performance is no guarantee of future results. Call 800.668.0434 or visit janushenderson.com/performance for current month-end performance.

Mutual fund investing involves market risk; principal loss is possible. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk. Foreign securities are subject to additional risks including currency fluctuations, political and economic uncertainty, increased volatility, lower liquidity and differing financial and information reporting standards, all of which are magnified in emerging markets.

There is no assurance that the investment process will consistently lead to successful investing.

Actively managed portfolios may fail to produce the intended results. No investment strategy can ensure a profit or eliminate the risk of loss.

Environmental, Social and Governance (ESG) or sustainable investing considers factors beyond traditional financial analysis. This may limit available investments and cause performance and exposures to differ from, and potentially be more concentrated in certain areas than, the broader market.

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