Rajan Wilcox
Janus Henderson offers several funds that invest in fossil fuels to varying degrees. The Janus Henderson Enterprise Fund, for example, has a fossil fuel exposure of 6.14%, while the Janus Henderson Research Fund has an exposure of 1.7%. The Janus Henderson Growth and Income Fund has investments in major fossil fuel companies, including Chevron Corp, ConocoPhillips, Vistra Corp, and Sempra. The Janus Henderson Forty Fund has investments in the coal industry, oil/gas industry, and energy sector. The Janus Henderson Global Technology and Innovation Fund has a lower fossil fuel exposure of 0.62%. These funds have come under scrutiny due to their potential impact on climate change and the associated financial risks for investors.
| Characteristics | Values |
|---|---|
| Fossil fuel exposure | 1.7% - 6.14% |
| Fossil fuel exposure range | Between 0% - 9% |
| Fossil fuel investments | $412.6 million - $1.39 billion |
| Fossil fuel stocks | 1 - 4 |
| Fossil fuel holdings | Energy sector |
| Top 200 owners of carbon reserves | Carbon Underground 200 |
| Coal industry | Coal miners, coal services, owners of coal reserves |
| Oil/gas industry | Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators |
| Investments | Coal, oil, and natural gas energy and utility companies, and related financial companies |
| Investments | Deforestation-risk agricultural commodities, and related financial companies and consumer brands |
| Investments | Military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers |
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What You'll Learn
- Janus Henderson Research Fund fossil fuel investments
- Fossil fuel exposure of Janus Henderson Growth and Income Fund
- Fossil fuel investments in Janus Henderson Forty Fund
- Fossil fuel exposure of Janus Henderson Global Technology and Innovation Fund
- Fossil fuel investments in Janus Henderson Enterprise Fund
Janus Henderson Research Fund fossil fuel investments
The Janus Henderson Research Fund has a fossil fuel exposure of 1.7%, which places it in the B tier for funds, between 0% and 3% exposure. This equates to $412.6 million invested in fossil fuel stocks. The fund has investments in coal, oil, and natural gas energy and utility companies, as well as related financial companies. It also has investments in deforestation-risk agricultural commodities and related financial companies and consumer brands.
The Janus Henderson Research Fund is not alone in its exposure to fossil fuel investments. Many U.S. employees saving for retirement are unknowingly invested in companies fueling the climate crisis, exposing their savings to climate-related financial risk. As You Sow's Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, to help investors make informed decisions.
As You Sow is a tax-exempt, nonprofit organization that provides free information and education to empower shareholders to change corporations for the better. They do not provide financial planning, legal, or tax advice.
It is important to note that the information provided is based on the data available at the time of analysis and may not reflect the most current portfolio composition of the Janus Henderson Research Fund. The fund's exposure to fossil fuel investments may have changed since the analysis was conducted.
Additionally, it is worth mentioning that some Janus Henderson funds have higher fossil fuel exposure. For example, the Janus Henderson Enterprise Fund has a fossil fuel exposure of 6.14%, placing it in the D tier.
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Fossil fuel exposure of Janus Henderson Growth and Income Fund
The Janus Henderson Growth and Income Fund has a fossil fuel exposure of 4.8% and 2.94%, according to different sources. This places the fund in the C tier, which is between 3% and 5.5% exposure. The fund has investments in the top 200 carbon reserve owners and/or top 50 coal-fired utilities. It also has investments in coal, oil, and natural gas energy and utility companies, as well as related financial companies.
The fund's exposure to fossil fuels is relatively low compared to other funds, such as the Janus Henderson Global Equity Income Fund, which has a fossil fuel exposure of 13.92%. However, it is important to note that any investment in fossil fuels contributes to the climate crisis and exposes savings to climate-related financial risk. Many employees are calling for climate-safe fund options to avoid these risks.
Google, for example, added a fossil-free fund to its 401(k) plan, giving employees a climate-conscious investment option with comparable returns. This allowed Google employees to reduce their fossil fuel investments and financed emissions.
Janus Henderson offers sustainable investment tools that highlight issues dealing with climate change, gender equality, and other social and environmental concerns. These tools can help investors ensure their money aligns with their values and makes a positive impact.
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Fossil fuel investments in Janus Henderson Forty Fund
Fossil fuel investments are a pressing issue for many investors, with climate change and global warming being a serious concern. Fossil Free Funds is a website that provides information on the fossil fuel exposure of various funds, including the Janus Henderson Forty Fund.
The Janus Henderson Forty Fund has a fossil fuel exposure of between 1.94% and 1.98%, which places it in the B tier for funds, between 0% and 3% exposure. This equates to approximately $413 million to $435 million in fossil fuel investments. The fund has investments in coal, oil, and natural gas energy and utility companies, as well as related financial companies. It also has investments in deforestation-risk agricultural commodities and military arms manufacturers, including nuclear weapon manufacturers.
The fund's exposure to fossil fuels is relatively low compared to other funds, but it is still contributing to the financing of the fossil fuel industry. Many investors are seeking climate-safe fund options to avoid the financial risks associated with investing in companies that contribute to climate change.
Janus Henderson offers other funds with similar fossil fuel exposure levels, such as the Janus Henderson Research Fund, with 1.7% exposure, and the Janus Henderson Growth and Income Fund, with 2.94% exposure. These funds are also invested in fossil fuel stocks and related companies, as well as having investments in other controversial areas, such as weapons manufacturing and deforestation-risk commodities.
It is important to note that As You Sow, the organisation behind Fossil Free Funds, is not an investment adviser. Their website provides educational information and tools to empower shareholders to make informed decisions about their investments and the impact they may have on the world.
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Fossil fuel exposure of Janus Henderson Global Technology and Innovation Fund
The Janus Henderson Global Technology and Innovation Fund has a fossil fuel exposure of 0.62%, placing it in the B tier for funds, which falls between 0% and 3% exposure.
The fund has investments in coal, oil, and natural gas energy and utility companies, as well as related financial companies. It also has investments in deforestation-risk agricultural commodities and related financial companies and consumer brands.
Additionally, the fund has investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers.
The fund's exposure to fossil fuels and controversial weapons manufacturers may pose a financial risk to investors, particularly those seeking climate-safe fund options. As You Sow's Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, and provides details on the fund's exposure to fossil fuels and other controversial investments.
It is worth noting that the fund's exposure to fossil fuels is relatively low compared to other Janus Henderson funds, such as the Janus Henderson Growth and Income Fund, which has a fossil fuel exposure of 2.94%, and the Janus Henderson Global Equity Income Fund, with an exposure of 13.92%.
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Fossil fuel investments in Janus Henderson Enterprise Fund
Fossil fuel investments in the Janus Henderson Enterprise Fund are a cause for concern for many investors. The fund has an estimated fossil fuel exposure of 6.14%, which places it in the D tier, indicating a relatively high level of investment in the fossil fuel industry. This equates to approximately $1.39 billion invested in fossil fuel stocks, including coal, oil, and natural gas energy companies, as well as related financial and consumer brands.
The Janus Henderson Enterprise Fund's investments in fossil fuels contribute to climate destruction and expose investors' savings to climate-related financial risks. As a result, employees are increasingly seeking climate-safe fund options to protect their investments and avoid supporting the climate crisis.
To address these concerns, some companies, like Google, have introduced fossil-free fund options for their employees' retirement plans. These funds not only provide a climate-conscious investment opportunity but also enable employees to directly reduce their fossil fuel investments and associated emissions.
The Janus Henderson Enterprise Fund's high exposure to fossil fuels highlights the need for investors to carefully consider their investment options and the potential impact on the environment. It underscores the importance of seeking sustainable and ethical investment alternatives that align with an individual's values and contribute to a greener future.
While the fund's exposure to fossil fuels is significant, it is important to note that the fund also has investments in other sectors, and the overall portfolio should be considered when evaluating investment decisions. Nonetheless, the fund's fossil fuel investments remain a critical factor for investors who prioritize environmental and social responsibility in their financial choices.
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Frequently asked questions
Yes, Janus Henderson invests in fossil fuels.
The fossil fuel exposure of the Janus Henderson Research Fund is 1.7%, which places it in the B tier.
The Janus Henderson Growth and Income Fund invests in Chevron Corp, ConocoPhillips, Vistra Corp, and Sempra.
The fossil fuel exposure of the Janus Henderson Forty Fund is 1.94%, which places it in the B tier.
The fossil fuel exposure of the Janus Henderson Global Technology and Innovation Fund is 0.62%, which places it in the B tier.
