Janus Henderson to Offer New U.S. Real Estate Exchange Traded Fund to U.S. Investors

Rhea-AI Summary

Janus Henderson Group plc (NYSE/ASX: JHG) today filed a preliminary registration statement with the SEC for the Janus Henderson U.S. Real Estate ETF (JRE). This actively managed ETF aims for total return through capital appreciation and current income, investing over 80% of its net assets in U.S. real estate-related equity securities. Portfolio Managers Greg Kuhl, CFA, and Danny Greenberger will oversee the fund. If approved, the ETF will launch around May 27, 2021. Janus Henderson manages approximately US$402 billion in assets, highlighting its expertise in real estate investments.

Positive

• Introduction of Janus Henderson U.S. Real Estate ETF (JRE), diversifying investment options.
• ETF to be actively managed, offering potential for tailored investment strategies.
• Fund aims for total return through capital appreciation and current income.
• Janus Henderson has a strong track record in managing Real Estate Equity portfolios.

Negative

• Investment involves risks, including potential loss of principal and value fluctuations.
• Actively managed portfolios may not achieve intended results, increasing risk.

Janus Henderson Group plc (NYSE/ASX: JHG) today announced the filing of a preliminary registration statement with the Securities and Exchange Commission for the Janus Henderson U.S. Real Estate ETF (JRE).

The Fund will be managed by Portfolio Managers Greg Kuhl, CFA, and Danny Greenberger.

The investment objective of the Fund is to seek total return through a combination of capital appreciation and current income.

The Fund will pursue its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities will be listed on a securities exchange and may include common stocks, preferred stocks, and other equity securities, including, but not limited to, real estate investment trusts (“REITs”) and REIT-like entities (such as real estate operating companies (“REOCs”).

“Janus Henderson has strong capabilities and a track record managing Real Estate Equity portfolios with our respected Global Real Estate team. We are excited to build on the significant growth of our active fixed income ETFs by offering our clients access to the team’s expertise in U.S. real estate,” said Nick Cherney, Head of Exchange Traded Products at Janus Henderson.

The new ETF is expected to be one of the few actively managed ETFs in the U.S. real estate category, demonstrating Janus Henderson’s innovative strategy.

The ticker for the fund will be JRE, and if all approvals are granted, the Fund is expected to launch on or around May 27, 2021.

Notes to editors

About Janus Henderson

Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies.

At 31 December 2020, Janus Henderson had approximately US$402 billion in assets under management, more than 2,000 employees, and offices in 26 cities worldwide. Headquartered in London, the company is listed on the New York Stock Exchange (NYSE) and the Australian Securities Exchange (ASX).

Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. There is no assurance the stated objective(s) will be met.

The information in the prospectus is not complete and may be changed. The securities may not be sold until the registration statement filed with the Securities Exchange Commission is effective. The prospectus is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer is not permitted.

Please consider the charges, risks, expenses and investment objectives carefully before investing. A prospectus or, if available, a summary prospectus will contain this and other information. You can obtain a copy of the prospectus by calling Janus Henderson at 800.668.0434. The final prospectus should be read carefully before investing.

Real estate securities, including Real Estate Investment Trusts (REITs) may be subject to additional risks, including interest rate, management, tax, economic, environmental and concentration risks.

Concentrated investments in a single sector, industry or region will be more susceptible to factors affecting that group and may be more volatile than less concentrated investments or the market as a whole.

Actively managed portfolios may fail to produce the intended results. No investment strategy can ensure a profit or eliminate the risk of loss.

Not all products or services are available in all jurisdictions.

Janus Capital Management LLC is the investment adviser and ALPS Distributors, Inc. is the distributor. ALPS is not affiliated with Janus Henderson or any of its subsidiaries.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

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FAQ

What is the Janus Henderson U.S. Real Estate ETF (JRE)?

The Janus Henderson U.S. Real Estate ETF (JRE) is an actively managed fund that seeks total return through capital appreciation and current income, by investing primarily in U.S. real estate-related equity securities.

When is the expected launch date for the JRE ETF?

The Janus Henderson U.S. Real Estate ETF (JRE) is expected to launch on or around May 27, 2021, pending all necessary approvals.

Who are the portfolio managers for the JRE ETF?

The JRE ETF will be managed by Portfolio Managers Greg Kuhl, CFA, and Danny Greenberger.

What investment strategy does the JRE ETF follow?

The JRE ETF plans to invest at least 80% of its net assets in equity securities related to U.S. real estate companies, potentially including REITs and REOCs.

What risks are associated with investing in the JRE ETF?

Investing in the JRE ETF involves risks such as potential loss of principal, value fluctuations, and the possibility that actively managed strategies may not yield expected results.