Notification of changes to various Janus Henderson funds
We have been notified by Janus Henderson Horizon Fund (the “Company”) of SFDR related updates to a number of its funds. These changes took place 23 October 2025 (the “Effective Date”).
FUNDS AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS SHOWN OPPOSITE
| Fund Name | ISIN |
|---|---|
| Janus Henderson Horizon Global Property Equities A2 Acc USD | LU0209137388 |
| Janus Henderson Horizon Global Technology Leaders A2 Acc USD | LU0070992663 |
| Janus Henderson Horizon Japanese Smaller Companies A2 Acc USD | LU0011890265 |
| Janus Henderson Horizon Pan European Property Equities A2 Acc EUR | LU0088927925 |
| Janus Henderson Horizon Pan European Absolute Return A2 Acc EUR | LU0264597617 |
| Janus Henderson Horizon Global Property Equities A2 Acc GBP | LU0264739185 |
| Janus Henderson Horizon Global Property Equities A2 Acc EUR | LU0264738294 |
| Janus Henderson Horizon Global Technology Leaders A2 Acc EUR | LU0572952280 |
| Janus Henderson Horizon Japanese Smaller Companies A2 Acc JPY | LU0572961604 |
| Janus Henderson Horizon Global Technology Leaders A2 Acc GBP | LU0572952017 |
| Janus Henderson Horizon Global Technology Leaders A2 Acc CHF Hgd | LU0892275776 |
| Janus Henderson Horizon Japanese Smaller Companies A2 Acc EUR Hgd | LU1572378708 |
The above mentioned Funds currently promote environmental and/or social characteristics pursuant to Article 8 of the EU's Sustainable Financial Disclosure Regulation ("SFDR").
Update of the sustainable investment description under the SFDR pre-contractual disclosures
The disclosures regarding the assessment of sustainable investments will be refined to provide a more accurate description of the existing methodology of the Article 8 Funds that has adopted a commitment to invest a minimum percentage of its net assets value in sustainable investments.
The criteria of “revenue-mapping to UN Sustainable Development Goals" for assessing positive contribution to environmental or social objectives will be clarified to having “business activity, defined as a minimum 20% of revenue, positively contributes to environmental and/or social objectives, which may include but are not limited to, alternative energy, energy efficiency, pollution prevention, nutrition, sanitation, and education."
Further, the below disclosures under the section “What is the policy to assess good governance practices of the investee companies?” of the SFDR pre-contractual disclosures will be removed because it is not reflective of the existing methodology:
“The Investment Manager uses third-party data and/or analysis, including the MSCI ESG Controversies methodology, to assess good governance practices of the investee companies. Accordingly, an MSCI ESG Rating of BB or higher generally indicates good governance”.
This is purely a clarificatory refinement of the existing good governance assessment methodology and there is no change to the underlying methodology itself, nor is there any impact to the portfolios.
Update of the good governance policy description under the SFDR pre-contractual disclosures
To provide investors with a more comprehensive description of the existing policy of how investee companies are assessed for good governance practices for all existing Article 8 and Article 9 Funds under SFDR, the following disclosure will be added under the section “What is the policy to assess good governance practices of the investee companies?” of the SFDR pre-contractual disclosures:
“The Investment Manager has developed a proprietary framework based on internal analysis and data from external vendors to assess securities on specific indicators relating to good governance.”
This is purely a clarificatory refinement of the existing good governance assessment methodology and there is no change to the underlying methodology itself, nor is there any impact to the portfolios.
Please see Janus Henderson Notification opposite for further details on the changes.
These changes have happened automatically so policyholders do not need to take any action.
AVAILABLE IN OUR OPEN-ARCHICTECTURE PRODUCTS
A number of Janus Henderson funds which can be accessed through our portfolio bonds will also be subject to the changes detailed above, as listed in the Janus Henderson notification opposite.
For more information on the Janus Henderson funds please visit: www.janushenderson.com