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Clarification of investment policy - Janus Henderson Horizon European Equity Funds

With effect from 29 March 2019, Janus Henderson Investors will provide clarification for four Janus Henderson Horizon European Equity Funds that reference the EEA in their investment policy.

Impacts on
these guided-architecture products

Impacts on
open architecture products including

  • PIMS
  • Choice
  • Select


Details of the clarification

On 29 March 2017, the United Kingdom Government gave formal notice of its intention to leave the European Union (“EU”).


Taking into consideration the possibility that the United Kingdom may cease to be a member state of the European Economic Area (“EEA”) on or after 29 March 2019 (the 29th being the earliest date the UK can leave the EU), Janus Henderson will be making the following clarifications to the Prospectus in respect to those relevant Funds that reference the EEA in their Investment Policy.


The changes (highlighted in bold in the table below) will be effective from 29 March 2019. The relevant Funds will continue to be managed in the same way.


Only the Janus Henderson Horizon Fund - Pan European Property Equities Fund features in our guided-architecture products.


A copy of the Janus Henderson Investors fund notification can be found opposite.


Fund name

Investment policy

Product

Janus Henderson Horizon Fund - Pan European Property Equities Fund

The investment objective of the Pan European Property Equities Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in quoted equity securities of companies or Real Estate Investment Trusts (or their equivalents) having their registered offices in the EEA or United Kingdom if not part of the EEA and listed or traded on a regulated market, which derive the main part of their revenue from the ownership, management and/or development of real estate in Europe.

Oracle, Paragon, Quantum, Quantum Malaysia, Regular Savings Plan and Regular Savings Plan Malaysia

Janus Henderson Horizon Fund - Pan European Equity Fund

The investment objective of the Pan European Equity Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in equity securities of companies having their registered office in the EEA or United Kingdom if not part of the EEA.

Portfolio Bonds such as PIMS, Choice and Select

Janus Henderson Horizon Fund - Pan European Smaller Companies Fund

The investment objective of the Pan European Smaller Companies Fund is to seek long-term capital appreciation by investing at least 75% of its total assets in equity securities of companies having their registered offices in the EEA or United Kingdom if not part of the EEA which will generally fall within the bottom 25% of their relevant market by way of market capitalisation.

Portfolio Bonds such as PIMS, Choice and Select

Janus Henderson Horizon Fund - European Growth Fund

The investment objective of the European Growth Fund is to achieve long term capital growth principally through investment in the equity by investing at least 80% of its total assets in equities of companies located or listed in Europe (excluding the United Kingdom) or, in the opinion of the Investment Manager, deriving a preponderant part of their income from Europe (excluding the United Kingdom).

The Fund invests at least 75% of its total assets in equity securities of companies having their registered office in the EEA.

Portfolio Bonds such as PIMS, Choice and Select



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For more information about Janus Henderson Investors visit www.janushenderson.com/lupi