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JANUS HENDERSON US SUSTAINABLE EQUITY I

Bestinvest LogoTargets long-term capital growth by investing in US companies contributing to positive environmental or social change.

PRICE (INC)

-

PRICE (ACC)

107p

INITIAL CHARGE

5%

0%

ANNUAL MANAGEMENT CHARGE

0.75%

ONGOING CHARGE

0.85%

YIELD

0%

1 YEAR
-0.33%
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Prices as at 05 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to provide capital growth over the long term (5 years or more) by investing in US companies whose products and services are considered by the Investment Manager as contributing to positive environmental or social change. The Fund invests at least 80% of its net assets in a concentrated portfolio of equities of US companies. The Fund will avoid investing in companies (in some cases subject to thresholds) that the Investment Manager considers could contribute to significant environmental or societal harm and invest in companies that derive at least 50% of their revenues from products and services that are considered by the Investment Manager as contributing to positive environmental or social change and thereby have an impact on the development of a sustainable economy.

Fund summary

SectorNorth America
StructureOEIC
LaunchedSeptember 2022
Size£64m
Yield0%
Dividends paidAccumulation units only

Charges

Standard Initial Charge5%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.85%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning