Janus Henderson has launched its first active ETF in Europe offering investors a way to access Janus Henderson’s expertise in Japanese equities through a concentrated portfolio of 20 to 30 holdings.
The product, Janus Henderson Tabula Japan High Conviction Equity Ucits ETF (JCPN), adopts a high-conviction approach, focusing on companies poised to benefit from structural trends in the Japanese equity market.
The ETF will initially be listed on Xetra under the ticker JCPN, with subsequent listings on the London Stock Exchange and Borsa Italiana. It will be available in all major European markets, offering broader access to Janus Henderson’s investment strategies in Japanese equities.
The move builds on the firm’s successful active ETF offerings in the US, where it is the “fourth-largest provider of actively managed fixed income ETFs”.
The fund will be managed by Janus Henderson Investors UK Limited, with guidance from Junichi Inoue, head of Japanese equities and lead portfolio manager for the Japan High Conviction Equity Strategy.
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This launch follows Janus Henderson’s acquisition of European ETF provider Tabula Investment Management, which was completed in July 2024, further enhancing its presence in the European ETF market.
Junichi Inoue, head of Japanese equities at Janus Henderson Investors said: “We believe that now is the ideal time to invest in Japan, with a sustainable inflation outlook and corporate governance reform, businesses are becoming more shareholder-friendly and providing stronger investment opportunities. We have a rich history of Japanese equity investing through stock-specific analysis which means we can invest in companies with greater potential for generating superior returns for our clients”.
Michael John Lytle, CEO of Tabula, said: “Until recently ETFs have been synonymous with passive investing and this has driven enormous growth of the market. However, the majority of Ucits assets remain in actively managed funds. The efficiency of the ETF vehicle makes it a natural way of delivering compelling content to clients.
The launch of JCPN not only expands Janus Henderson’s product portfolio but significantly enhances the firm’s competitive positioning in the European ETF market, setting the stage for future growth and innovation.”
