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Janus Henderson US Venture A$acc

Ranked 12 out of 52 in - US Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jonathan Coleman

Jonathan Coleman is a Portfolio Manager responsible for managing the Janus Small-Mid Cap Growth strategy and the Janus Small Company Growth strategy, a position he has held since May 2013. From January 2006 to September 2013, Mr. Coleman served as Chief Investment Officer, Equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica, researching economic integration in Central America. Mr. Coleman received his Bachelor of Arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.

Scott Stutzman

Objective

The fund seeks capital appreciation by investing primarily in equity securities of small sized companies, primarily in the US. The Fund pursues its objective by investing at least half of its equity assets in equity securities of small sized US companies. Small sized US companies are those whose market capitalisations, at the time of initial purchase, fall within the range of companies in the Russell 2000 ® Growth Index. No more than 10% of the NAV of the Fund may be invested in securities traded on any one emerging market and the aggregate amount of the Fund which may be invested in securities traded on the emerging markets is 20% of the NAV of the Fund.

Showing fund performance in Luxembourg View performance globally

Performance

US Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 13.3%
2017 7.0% 4.6% -0.8% 1.2% 1.9%
2016 7.2% -9.0% 6.3% 6.1% 4.5%
2015 8.4% 17.5% -1.7% -12.7% 7.5%
2014 25.1% -1.7% 4.8% 3.7% 17.0%
2013 35.2% 13.6% 3.1% 7.9% 7.0%
2012 15.6% 11.3% 3.2% 1.2% -0.5%
2011 3.6% 2.6% -0.3% -12.7% 16.0%
2010 37.1% 15.6% 1.1% -1.2% 18.7%
2009 42.9% 0.7% 20.8% 10.0% 6.8%
2008 -50.0% -27.0% -2.0% -1.9% -28.9%
2007 3.8% 3.2% 7.8% -3.8% -3.1%
2006 14.0% 14.2% -11.9% 1.6% 11.6%
2005 21.8% -1.2% 11.9% 4.5% 5.5%
2004 6.3% 5.1% 3.1% -9.1% 8.0%
2003 26.7% -8.7% 21.0% 10.5% 3.8%
2002 -38.4% 0.5% -20.7% -21.2% -1.9%
2001 -7.6% -18.2% 30.8% -34.8% 32.5%
2000 -20.5% 21.6% -4.5% 5.3% -35.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date31/12/1999
  • Share Class size59Mn
  • Base currencyUSD
  • ISIN IE0009354923

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).