Janus Henderson UK Responsible Income added to the Wealth Shortlist

Janus Henderson UK Responsible Income was added to the Wealth Shortlist of funds chosen by our analysts for their long-term performance potential on 22 April 2021.

The fund aims to provide a good level of income alongside capital growth over the long term. It’s different to most other funds in the IA UK Equity Income sector as it specifically avoids companies considered to have a significant negative impact on people, the environment and animals. Some of these areas, such as tobacco and oil & gas companies, feature heavily in traditional equity income funds because of their relatively high dividends. This means the fund will perform differently to its peers at times, so could offer some diversification to a traditional equity income portfolio. It could also be a good addition to a responsible portfolio aiming to provide income.

Andrew Jones has managed the fund since January 2012, and overall has more than two decades of experience managing UK equity income funds. He started his career at GT Management in 1995, where he worked with highly-regarded investor Nick Train. He managed his first fund from 1999, shortly after GT Management was acquired by Invesco. He left Invesco in 2005 to join Henderson.

Jones is supported by the wider Janus Henderson Global Equity Income team, which is a treasure trove of experience. Three members of the team – Job Curtis, James Henderson and Alex Crooke – have more than three decades of investment experience. Janus Henderson’s collaborative and friendly culture means Jones can make the most of the experience around him.

He also has access to a bank of 35 analysts, many of whom cover UK companies, and the Global Equity SRI team which provides challenge on Environmental, Social and Governance (ESG) issues. Overall, we think Jones has the resources required to do his job well.

Following detailed analysis of the manager’s track record and several meetings with him, our conviction has grown and we recently added the fund to the Wealth Shortlist. We admire the manager’s experience, and that of the wider Global Equity Income team, and believe he can deliver good long-term results for investors.

The manager has the flexibility to invest in smaller companies which, if used, adds risk.

Read the Janus Henderson UK Responsible Income fund research update

Past performance is not a guide to the future. Source: *Lipper IM to 31/03/2021.

Find out more about Janus Henderson UK Responsible Income including charges

Janus Henderson UK Responsible Income Key Investor Information