Janus Henderson Global Equity Income Fund Q4 2025 Commentary

Janus Henderson Investors3.61K FollowersFollow5ShareSavePlay(6min)CommentsSummaryThe Fund returned 6.07% and the MSCI World Index returned 3.12%.Stock selection in financials contributed to relative performance, while stock selection in communication services detracted.We continue to see compelling opportunities across sectors and geographies to generate attractive capital and income returns for investors over the medium to long term. Hiroshi Watanabe/DigitalVision via Getty Images Investment environment AstraZeneca boosted sector performance in the latter part of the year. Global equity markets rose, supported by easing trade tensions, accommodative monetary policy, and improving economic indicators. October began with optimism as This article was written byJanus Henderson Investors3.61K FollowersFollowJanus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com