Janus Henderson launches EM equity fund
Janus Henderson has launched an emerging markets equity fund for Australian investors.
The Janus Henderson Emerging Markets Equity Fund will offer investors exposure to emerging market countries, which represent $25 trillion. It particularly highlights opportunities in Vietnam, Indonesia, India and Mexico, which are seeing the benefits of outsourcing to help its supply chain networks.
Long-only and actively managed, the fund will aim to capture price inefficiencies across the market-cap spectrum, focusing on three themes: outsourcing, convergence and innovation.
It will be led by portfolio manager, Daniel Graña, who has worked in emerging markets for 28 years. He will be supported by co-portfolio manager Matthew Culley.
Matt Gaden, head of Australia at Janus Henderson, said: “We are excited to bring innovative strategies to local institutional and wholesale investors, and this continues with the local launch of our globally successful Emerging Markets Equity Fund, which meets client demand for access to this ever-changing asset class.
“Forces such as the COVID-19 pandemic and geopolitics have been key catalysts in spurring deglobalisation and the structural changes that we see in our global economy today. Whilst disruptive, these forces have created a myriad of investment opportunities in the potential economic growth of developing countries.
“While some investors remain focused on developments in advanced economies, our Emerging Markets Equity Fund identifies companies that have adapted to this ‘new world order’ for future growth by tapping into reconfigured global supply chains, and can offer investors an avenue to diversify their portfolios and escape the pressures applied to assets deployed in developed equity markets.”
Janus Henderson manages over $370 million in emerging markets equities worldwide and has total funds under management of US$251 billion ($393 billion).
AUTHOR
Laura Dew
Recommended for you
Sydney-based alternative fund manager East Coast Capital Management has formed its first advisory council as it enters its next phase of growth.
With 40 per cent of advice practices looking to increase their ETF usage, the next frontier being embraced is smart beta ETFs with flows doubling in July, providers have said.
Australian ETFs saw flows of $5.8 billion in July, more than double the previous month, and adviser adoption is tipped to help total flows reach $50 billion by the end of the year.
Pinnacle’s London affiliate, Life Cycle Investment Partners, has secured over $15 billion in FUM in its first year and achieved profitability, the firm’s fastest affiliate to do so.
