Janus Henderson U.S. Sustainable Equity ETF (SSPX)

Overview

The Janus Henderson U.S. Sustainable Equity ETF (ticker: JUSA) seeks to provide long-term capital appreciation by investing in U.S. companies that demonstrate sustainable business practices. The ETF focuses on companies with strong environmental, social, and governance (ESG) profiles, aiming for a diversified portfolio of sustainable businesses.

Reputation and Reliability

Janus Henderson is a well-established asset management firm with a global presence and a long track record in the investment industry. The firm is known for its diverse investment strategies and commitment to providing value to its clients.

Management Expertise

Janus Henderson has a dedicated team of investment professionals with expertise in sustainable investing and ESG analysis. The team has extensive experience in identifying and analyzing companies with strong sustainability practices.

Goal

The primary investment goal of JUSA is to seek long-term capital appreciation.

Investment Approach and Strategy

Strategy: JUSA employs an active investment strategy, selecting companies based on their ESG profiles and growth potential, rather than passively tracking an index.

Composition The ETF primarily holds stocks of U.S. companies across various sectors that demonstrate strong sustainability practices. The fund may also invest in securities of companies that are improving their ESG performance.

Market Share: Data not available to provide an accurate market share.

Total Net Assets (AUM): 41800000

Key Competitors

• ESGU
• SUSL
• VSGX
• DSI

Competitive Landscape

The sustainable equity ETF market is competitive, with several ETFs offering similar investment strategies. JUSA's active management approach distinguishes it from passive index-tracking ETFs. However, JUSA has a smaller AUM than its competitors. JUSA offers a focused approach to ESG investing which may lead to concentrated sector allocations. A disadvantage of JUSA is the active management fees when compared to lower-cost passively managed competitors.

Historical Performance: Historical performance data is not available as structured data. Refer to fund websites for performance figures.

Benchmark Comparison: Performance should be compared to the MSCI KLD 400 Social Index, but specific data is not available in a structured format.

Expense Ratio: 0.55

Average Trading Volume

The average trading volume indicates the ETF's liquidity, but actual numbers change daily based on the market conditions.

Bid-Ask Spread

Bid-ask spread provides a measure of trading cost, a narrower bid-ask spread is typically more efficient for investors.

Market Environment Factors

Economic indicators such as GDP growth, inflation, and interest rates can affect the ETF. Sector growth prospects and changing consumer preferences toward sustainable products can also impact the ETF's performance.

Growth Trajectory

Growth trends depend on the increasing investor interest in sustainable investing. Changes in strategy and holdings are made at the discretion of the portfolio managers based on their assessment of the market environment and ESG factors.

Competitive Edge

JUSA's competitive edge lies in its active management approach to selecting sustainable companies, allowing it to potentially outperform passive ESG indexes. Janus Henderson's experience in sustainable investing and its focus on companies with strong ESG profiles are key differentiators. The fund's research-driven investment process and engagement with portfolio companies further enhance its competitive advantage. JUSA differentiates itself by identifying companies that improve ESG scores rather than simply screening for the highest rated.

Volatility

Volatility is influenced by overall market conditions and the specific holdings of the ETF. Due to holding more concentrated stocks, it will be riskier than an ETF benchmark.

Market Risk

Market risk includes economic downturns and broader market corrections that can negatively impact the ETF's performance. Specific risks are associated with companies in the ETF which include the ability to maintain sustainable practices and ESG scores.

Ideal Investor Profile

The ideal investor for JUSA is one who seeks long-term capital appreciation and is interested in sustainable investing. Investors should be comfortable with market volatility and understand the risks associated with equity investments.

Market Risk

JUSA is suitable for long-term investors who prioritize ESG factors in their investment decisions. It may be a good fit for those seeking to align their investments with their values.

The Janus Henderson U.S. Sustainable Equity ETF is designed for long-term investors interested in sustainable investing. It employs an active investment strategy to identify and invest in U.S. companies with strong ESG profiles. The ETF offers the potential for capital appreciation while promoting sustainable business practices. The expense ratio is 0.55%. Investors should be aware of market volatility and the specific risks associated with equity investments and that the fund has relatively low AUM compared to competitors.

Data Sources:

• Janus Henderson Website
• ETF.com
• Morningstar

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor. Market data is subject to change.