JRE Profile
The Janus Henderson U.S. Real Estate ETF is designed to provide investors with focused exposure to the U.S. real estate sector by investing primarily in equity securities of companies engaged in real estate and real estate-related industries. Under normal market conditions, the fund allocates at least 80% of its net assets, including any capital borrowed for investment purposes, to these U.S. real estate companies. This strategy allows the fund to capture the growth and income potential of the U.S. real estate market, encompassing a wide range of companies, from property developers and REITs to those involved in real estate services and infrastructure.
In addition to its core U.S. holdings, the Janus Henderson U.S. Real Estate ETF may allocate up to 15% of its net assets to Canadian issuers. This inclusion of Canadian securities provides a layer of geographic diversification, allowing the fund to tap into the real estate markets of both the United States and Canada. The fund's investment approach emphasizes companies that are positioned to benefit from the ongoing trends in real estate, such as urbanization, e-commerce growth, and infrastructure development, offering investors a way to gain exposure to these dynamic sectors.
As a non-diversified fund, the ETF has the flexibility to concentrate its investments in a smaller number of issuers, which can potentially lead to greater returns but also comes with increased risk. This non-diversified structure means that the performance of a few key holdings can significantly impact the overall fund's performance, making it a more aggressive investment option for those looking to capitalize on specific opportunities within the real estate market. Despite this, the fund’s strategy of focusing on real estate-related companies aims to provide steady income through dividends and potential capital appreciation, making it an attractive choice for investors seeking both growth and income in their portfolios.
The ETF is managed by Janus Henderson, a global asset manager with deep expertise in real estate investing. The management team employs a research-driven approach to identify companies with strong fundamentals, including robust balance sheets, competitive advantages, and strategic market positioning. By focusing on these key attributes, the Janus Henderson U.S. Real Estate ETF aims to deliver long-term value to investors, offering a targeted way to participate in the growth of the U.S. and North American real estate markets.
|
