About JERSX
Janus Henderson Global Real Estate Fund Class S is an open-end mutual fund focused on providing investors with broad exposure to the global real estate sector. The fund primarily invests in publicly traded equities of real estate-related companies, including real estate investment trusts (REITs), property management firms, and companies engaged in the development, ownership, or operation of real assets. By targeting both growth and value stocks across diverse market capitalizations and geographic regions, the fund seeks to deliver a combination of capital appreciation and current income.
At least 80% of its net assets are allocated to equity securities of property industry companies, making it well-positioned to capture the performance of the real estate sector worldwide. The portfolio is constructed using fundamental bottom-up research, with a selectivity that incorporates environmental and social considerations by avoiding sectors such as prison facilities. With over 50 holdings and a significant portion concentrated in its top ten positions, the fund offers exposure to key trends shaping the global real estate landscape while maintaining a disciplined, risk-aware approach. The fund benchmarks its performance against established global real estate indices, underscoring its role as a core, diversified option for accessing listed real estate opportunities globally.
Fund Family Janus Henderson
Category Global Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JERSX
Share Class Class S
Index FTSE EPRA Nareit Global NR
JERSX had a total return of 12.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.10%.
