Janus Henderson Global Real Estate Fund Q1 2026 Commentary (JERIX)
Janus Henderson Investors·2026-06-25·via All Articles on Seeking Alpha
Summary
Janus Henderson Global Real Estate Fund returned 2.74% and the FTSE EPRA/NAREIT Global TR Index returned 0.86%.
Asian real estate experienced a negative quarter after falling heavily in March. Australia underperformed, while Hong Kong's performance was strongest.
The portfolio's outperformance was driven by successful security selection, particularly in data center REITs that benefited from AI-driven demand.