Janus Henderson Global Equity Income Fund Q1 2026 Commentary
Janus Henderson Investors·2026-06-24·via All Articles on Seeking Alpha
Summary
Janus Henderson Global Equity Income Fund returned 5.89% and the blended 85% MSCI ACWI ex-US High Dividend Yield/15% MSCI USA High Dividend Yield Index returned 3.36%.
Stock selection in the information technology and industrials sectors contributed to relative performance, while overweight allocations to the consumer staples and real estate sectors detracted.
Our portfolio remains well diversified across regions and sectors, and the cash-generative nature of the businesses we own aims to help them navigate the uncertain economic environment.
Hiroshi Watanabe/DigitalVision via Getty Images
At a glance
Performance
The Fund returned 5.89% and the blended 85% MSCI ACWI ex-US High Dividend Yield/15% MSCI USA High Dividend Yield Index returned 3.36%.
