Janus Henderson Global Real Estate Fund
JERCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Denver CO 80206 Denver CO United States of America 80206
- IPO Date
- Nov 29, 2007
- CIK
- 0000277751
- Website
- janushenderson.com
- Similar Companies
- Business
- Janus Henderson Global Real Estate Fund (JERCX) is an open-end investment company that seeks total return through a combination of capital appreciation and current income by investing at least 80% of its net assets in equity securities of companies principally engaged in the real estate industry worldwide. The fund typically holds a high-conviction, all-cap portfolio of listed real estate equities, including real estate investment trusts (REITs), property owners, managers, and developers; top holdings commonly feature leading firms such as Equinix Inc., Digital Realty Trust Inc., Goodman Group, Welltower Inc., and AvalonBay Communities Inc., with approximately 60% allocated to U.S. stocks, 37-38% to non-U.S. stocks across regions including Japan, developed Asia, the Eurozone, and Australasia, and minor cash positions. It emphasizes active management with benchmark awareness relative to the FTSE EPRA/NAREIT Global TR Index, focusing on qualitative analysis, in-depth research, and risk-controlled stock selection from regulated exchanges globally. Launched on November 28, 2007, and domiciled in the United States, the fund operates within the Global Real Estate category and targets individual and institutional investors seeking exposure to real estate fundamentals, with a minimum initial investment of $2,500 and a net expense ratio of 1.79% for the Class C shares; pricing occurs daily, and it is available for sale primarily in the United States. Managed by a team including Guy Barnard and Tim Gibson since June 5, 2017, and Greg Kuhl since March 29, 2019, the fund benefits from Janus Henderson Investors' multi-local presence with analysts in Europe, Asia, and North America. Janus Henderson Investors, the fund's sponsor formed in 2017 through the merger of Janus Capital Group (founded 1969 in Denver, Colorado) and Henderson Global Investors (roots in 1934 in London), maintains global headquarters across these locations and rang the New York Stock Exchange bell in April 2024 to mark its 90-year heritage milestone. In recent developments, the fund delivered a 5.39% return in Q2 2025, outperforming the benchmark FTSE EPRA/NAREIT Global TR Index's 5.14%, amid strategic enhancements at the parent level including the August 2024 announcement to acquire a majority stake in Victory Park Capital Advisors, LLC, to bolster private credit capabilities complementary to real estate and securitized assets.