Janus Henderson to Update Growth Alpha ETFs to Actively Managed Strategies
Janus Henderson (NYSE:JHG), today announced plans to change the investment process for the Janus Henderson Small Cap Growth Alpha ETF (JSML) and the Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD), converting them to actively managed investment strategies.
Each Fund will shift its focus away from seeking investment results that correspond generally to the performance of an underlying index and instead, use active management that aims to produce alpha.
The selection of each Fund's portfolio securities and weightings will be driven by a systematic and repeatable process, combining specific factors the investment team believes can generate alpha over time with a portfolio optimization process. The Funds will also incorporate newly flexible rebalancing capabilities that will enable the team to rebalance anytime a portfolio deviates from an optimal state. This active investment strategy aims to produce alpha with tighter tracking error, which ultimately is intended to benefit clients. The updated investment process will align with the investment process of the Janus Henderson Mid Cap Growth Alpha ETF (JMID), which launched in September 2024.
Janus Henderson regularly reviews its range of products to ensure offerings continue to meet client expectations and needs. After careful consideration, it was decided to proceed with these changes to the investment process.
Benjamin Wang, CFA and Zoey Zhu, CFA will continue as portfolio managers for the Funds and there will be no changes to fees or Morningstar categories as a result of the updated investing process.
Subject to approvals, each Fund's change to its investment process will be effective in mid-May of 2025.
Once implemented, Janus Henderson will offer 14 active ETFs (eight fixed income and six equity ETFs). As of December 31st, 2024, Janus Henderson's total ETF suite has $26.5 billion in AUM.
Notes to editors
Janus Henderson Group is a leading global active asset manager dedicated to helping clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. As of December 31, 2024, Janus Henderson had approximately US$379 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. The firm helps millions of people globally invest in a brighter future together. Headquartered in London, Janus Henderson is listed on the NYSE.
This press release is solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. All opinions and estimates in this information are subject to change without notice.
Please consider the charges, risks, expenses and investment objectives carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, please call Janus Henderson at 800.668.0434 or download the file from janushenderson.com/info. Read it carefully before you invest or send money.
Investing involves risk, including the possible loss of principal and fluctuation of value.
OBJECTIVES: Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) and Small Cap Growth Alpha ETF (JSML) seek to provide long-term growth of capital.
There is no assurance the stated objective(s) will be met.
Smaller capitalization securities may be less stable and more susceptible to adverse developments, and may be more volatile and less liquid than larger capitalization securities.
Growth stocks are subject to increased risk of loss and price volatility and may not realize their perceived growth potential.
Increased portfolio turnover may result in higher expenses and potentially higher net taxable gains or losses.
Janus Henderson Investors US LLC is the investment adviser and ALPS Distributors, Inc. is the distributor. ALPS is not affiliated with Janus Henderson or any of its subsidiaries.
Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
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