TSLA - Janus Henderson Global Sustainable Equity (ADR) Managed Account Q1 2025 Commentary
2025-05-20 10:22:00 ET
Summary
- The Portfolio returned 1.05% (gross) and the MSCI World Gross TR returned -1.68%.
- Stock selection in communication services, financials, and information technology contributed to relative performance, while underweight allocations in energy, consumer staples, and materials detracted.
- U.S. policy changes and broader global economic trends both present opportunities to invest in longer-term sustainability trends with the potential to realize superior risk-adjusted returns.
Performance - USD (%)
Cumulative |
Annualized |
Returns |
1Q25 |
YTD |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
Since Inception (01/01/09) |
Composite (pure gross*) |
1.05 |
1.05 |
2.68 |
6.99 |
16.95 |
11.43 |
12.69 |
Composite (net) |
0.31 |
0.31 |
-0.31 |
3.88 |
13.57 |
8.21 |
9.43 |
MSCI World Gross TR |
-1.68 |
-1.68 |
7.50 |
8.10 |
16.68 |
10.07 |
11.48 |