Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Commentary

Janus Henderson Investors 3.6K Follower s Follow 5 Share Save Play ( 14min ) Comments Summary Janus Henderson Global Sustainable Equity (ADR) Managed Account Portfolio returned 3.61% (gross) and the MSCI World Gross TR returned 7.36%. Weak stock selection in information technology and financials detracted from relative performance, while holdings in artificial intelligence and electrification contributed. We believe that U.S. policy changes, alongside broader global economic trends in 2025, present opportunities to invest in longer-term sustainability trends, with the aim of realizing superior risk-adjusted returns. Hiroshi Watanabe/DigitalVision via Getty Images At a glance Performance The Portfolio returned 3.61% (gross) and the MSCI World Gross TR returned 7.36%. Contributors/detractors Weak stock selection in information technology (IT) and financials detracted from relative performance, while holdings in artificial intelligence (AI) and electrification This article was written by Janus Henderson Investors 3.6K Follower s Follow Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com

Preview: ~268 words