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Janus Henderson Global Research Fund Q2 2026 Portfolio Update

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Janus Henderson Global Research Fund Q2 2026 Portfolio Update

The fund returned 15.53% versus 13.76% for the MSCI World Index, slightly outperforming by 1.77 percentage points. Within IT, performance was supported by companies benefiting from higher AI-related spending, while Netflix was a relative detractor. Overall, this is a modest performance update with limited incremental market impact.

Analysis

The fund returned 15.53% versus 13.76% for the MSCI World Index, slightly outperforming by 1.77 percentage points. Within IT, performance was supported by companies benefiting from higher AI-related spending, while Netflix was a relative detractor. Overall, this is a modest performance update with limited incremental market impact.

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