Venture Into Janus: Diversified Investment, Smart Returns

Janus Henderson Venture Fund is a US-based fund that seeks capital appreciation by investing in small-sized companies and larger companies with strong growth potential. With 90 years of investment experience, the fund managers at Janus have helped over 60 million people with their investment journey. The fund has a unique approach to investing, focusing on small-cap companies with differentiated business models and sustainable competitive advantages. This strategy aims to provide consistent relative returns with lower volatility than the index. The fund's deep, specialized team conducts in-depth fundamental research to identify small-cap companies early in their life cycle, leveraging their experience and insights to make informed investment decisions. The fund also offers a moderate approach to growth, providing potential for capital appreciation through exposure to small and fast-growing companies with resilient business models.

Janus Henderson's 90 years of investment experience

Janus Henderson's investment teams meet thousands of companies each year, and their insights from these meetings, combined with proprietary analysis, result in original views that shape their investment positioning. They offer a global reach with their broad network of investment specialists, combined with the responsiveness and personal touch of a local partner.

The Janus Henderson Venture Fund seeks capital appreciation by investing at least 50% of its equity assets in small-sized companies, with the remaining potentially invested in larger companies with strong growth potential. Small-sized companies are defined as those whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, including emerging markets.

The fund has a moderate approach to growth, offering potential capital appreciation through exposure to small and fast-growing companies with a focus on resilient business models. It seeks small-cap companies that stand out from competitors, using their advantages to grow over a multi-year time frame. Janus Henderson's in-depth fundamental research is supported by a dedicated team of experienced analysts and a broad team of small-mid cap specialists.

With 90 years of investment experience, Janus Henderson has helped over 60 million people invest in a brighter future. Their history informs their deep-rooted research culture and strong commitment to their clients.

Differentiated business models

Janus Henderson Venture Fund seeks to invest in small-cap companies with differentiated business models and sustainable competitive advantages. These companies are identified through in-depth fundamental research conducted by a dedicated team of experienced analysts and small-mid cap specialists. The fund targets businesses with unique characteristics, such as innovative approaches, differentiated products or services, and robust competitive advantages.

The fund defines small-sized companies as those with a market capitalization within the range of the Russell 2000® Growth Index at the time of initial purchase. It aims to provide consistent relative returns with lower volatility than the index by investing in resilient companies that can grow their market share regardless of economic conditions. This strategy allows the fund to offer potential capital appreciation while managing risk effectively.

Janus Henderson's investment approach is shaped by its deep-rooted research culture and strong people-based philosophy. The investment teams meet thousands of companies each year, combining insights from these meetings with proprietary analysis to form differentiated insights. This process enables them to identify small-cap companies with unique business models and competitive advantages that can drive growth over a multi-year timeframe.

The fund's focus on differentiated business models and competitive advantages is a key aspect of its investment strategy. By targeting companies with these characteristics, the fund seeks to invest in businesses that stand out from their competitors and are well-positioned to weather a variety of market environments. This approach aligns with the fund's objective of providing capital growth over the long term and outperforming the Russell 2000 Growth Index by 2% per annum before the deduction of charges over any 5-year period.

In-depth fundamental research

Janus Henderson's in-depth fundamental research is supported by a dedicated team of experienced analysts and a broad team of small-mid cap specialists. The fund seeks to identify resilient small-cap companies with differentiated business models and sustainable competitive advantages.

The research team has a strong track record of identifying small-cap companies early in their life cycle, focusing on those with unique business models, innovative approaches, or differentiated products and services. These companies are then evaluated based on their ability to utilise their competitive advantages to grow over a multi-year time frame.

Janus Henderson's investment teams meet thousands of companies each year, gaining insights that, combined with proprietary analysis, result in original views that shape their investment positioning. This disciplined approach involves setting clearly defined objectives and processes to deliver long-term risk-adjusted returns.

The fund's investment objective is to provide capital growth over the long term. It aims to outperform the Russell 2000 Growth Index by 2% per annum before the deduction of charges over any 5-year period. To achieve this, the fund invests at least 80% of its assets in a portfolio of shares of companies in any industry in the United States, with at least 50% invested in smaller US companies.

The fund's moderate approach to growth offers potential for capital appreciation by investing in small and fast-growing companies with resilient business models. This strategy seeks to balance risk and return, providing consistent relative returns with lower volatility than the index.

Moderate approach to growth

The Janus Henderson Venture Fund offers a moderate approach to growth, seeking to provide consistent relative returns with lower volatility than the index. The fund invests in small-cap companies with differentiated business models and sustainable competitive advantages, aiming for long-term capital growth.

The fund's strategy is to invest at least 50% of its equity assets in small-sized companies, defined as those with market capitalisation within the range of the Russell 2000® Growth Index. This strategy provides exposure to small and fast-growing companies, with a focus on resilient business models. By investing in small-cap companies, the fund seeks to identify businesses early in their life cycle, offering potential for capital appreciation.

Janus Henderson's in-depth fundamental research is supported by a dedicated team of experienced analysts and specialists. This research identifies small-cap companies with unique business models, innovative approaches, or differentiated products and services. These companies are positioned to grow their market share over a multi-year time frame, regardless of economic conditions.

The fund's moderate approach to growth is reflected in its performance. Over the past year, the fund returned -7.70%, while over the past five years, it returned 3.60%. The fees for the fund are below average, with an expense ratio of 0.79%. This moderate approach to growth seeks to balance capital appreciation with lower volatility, making it a potential investment option for those seeking consistent returns with managed risk.

Exposure to small and fast-growing companies

The fund's strategy is to identify small-cap companies that stand out from their competitors and are using their advantages to grow over a multi-year time frame. This approach allows investors to gain exposure to companies with innovative approaches, unique products or services, and differentiated business models.

The Janus Henderson Venture Fund defines small-sized companies as those with a market capitalization within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. By focusing on these smaller companies, the fund offers investors the potential for capital appreciation and access to fast-growing businesses.

In addition to investing at least 50% of its equity assets in small-sized companies, the fund may also invest in larger companies with strong growth potential. This provides a balance between the higher growth potential of small-sized companies and the stability offered by larger companies.

The fund's deep, specialized team, including a broad team of analysts and small-mid cap specialists, supports the identification of small-cap companies early in their life cycle. This expertise helps to ensure that the fund can provide exposure to small and fast-growing companies, contributing to its overall investment objective of capital appreciation.

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