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Market Impact: 0.18
Janus Henderson Global Sustainable Equity (ADR) Managed Account Q2 2026 Portfolio Update
Source: seekingalpha.com
Company FundamentalsTechnology & InnovationMarket Technicals & Flows
The portfolio returned 14.19% gross, outperforming the MSCI World Gross Total Return Index's 13.90% by 29bps. An overweight allocation to IT—the benchmark's best-performing sector—drove relative gains, with Seagate, Micron and Taiwan Semiconductor the largest positive contributors.
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