Auf absolute Renditen abzielende festverzinsliche Anlageprodukte sind für Anleger attraktiv, für die wenig schwankende Renditen im Vordergrund stehen. Aus diesem Grund hat Janus Henderson Investors heute den Janus Henderson Absolute Return Income Fund (EUR) aufgelegt. Der Fonds hat OGAW-Status, lautet auf Euro (€) und ist in Dublin domiziliert. An verschiedenen Märkten in ganz Europa ist er zum Vertrieb zugelassen und ergänzt den bereits vorhandenen, auf US-Dollar basierenden Absolute Return Income Fund.
The fund is managed by a team with a pedigree of absolute return fixed income investing that stretches back to 2006 when Nick Maroutsos and Kumar Palghat co-founded Kapstream, a group that specialises in global absolute return fixed income. The new fund will utilise the same investment approach as the existing Absolute Return Income strategy, which is currently US$9.3 billion in size*
The fund will be co-managed by Nick Maroutsos, Co-Head of Global Bonds, Dan Siluk, Portfolio Manager, and Tim Winstone, Credit Portfolio Manager, supported by a team with an average investment experience of 18 years.
Der Fonds strebt positive Renditen unabhängig vom vorherrschenden Marktumfeld an. Niedrige Volatilität und Kapitalstabilität stehen im Fokus, werden aber nicht garantiert. Der Kern des Fonds besteht aus global diversifizierten Investment-Grade-Wertpapieren mit kürzerer Laufzeit. Ihm wird eine kleine Zahl derivatebasierter Strategien beigemischt, um die Verlustrisiken zu steuern und zusätzliche Erträge zu generieren.
Nick Maroutsos, Co-Head of Global Bonds, sagt:
„Unser Ziel sind positive Erträge, wobei wir jedoch besonderen Wert auf niedrige Volatilität und geringe Korrelation zu anderen Anlageklassen legen. Wir starten ohne die starren Vorgaben einer Benchmark und suchen weltweit nach Möglichkeiten, laufende Erträge und Mehrwert zu generieren. Mit diesem neuen Fonds können wir unsere Basisinvestments optimieren, um für Anleger aus der Region maximale risikobereinigte Renditen zu erzielen.“
Ignacio de la Maza, Head of Continental Europe Wholesale & LatAm, ergänzt:
„Wir freuen uns, dass wir diese bewährte Absolute-Return-Income-Strategie in einer Form anbieten können, die für eurobasierte Kunden attraktiv ist. Dieser Fonds ist die passende Ergänzung zu herkömmlichen benchmarkorientierten Rentenfonds für Anleger, die immer noch mit Negativzinsen in der Eurozone zurechtkommen müssen.“
– Ende –
PresseanfragenEdit Translation
Lucy Ausden
Head of Media Relations
0207 8182074
Lucy.ausden@janushenderson.com
*Janus Henderson Absolute Return Fund size as at 31 December 2018.
Janus Henderson Investors
Hinweise für Redakteure
More about the fund
– The fund is able to invest across global fixed income markets and is unconstrained by a benchmark. The fund is able to invest across global fixed income markets and is unconstrained by a benchmark.
– The team has managed strategies with a history of low volatility since 2006. The team’s longest running strategy has an annualised volatility of 0.9% since launch*. The team has managed strategies with a history of low volatility since 2006. The team’s longest running strategy has an annualised volatility of 0.9% since launch*.
– Duration on the strategy has historically been below two years, providing low sensitivity to interest rate changes*.
Informationen zum Team
– US$9.3 billion is managed in this strategy as at 31 December 2018, on behalf of clients. US$9.3 billion is managed in this strategy as at 31 December 2018, on behalf of clients.
– Nick Maroutsos and Kumar Palghat co-founded Kapstream in 2006, a subsidiary of Janus Henderson Investors, with a focus on absolute return fixed income investing. Nick Maroutsos and Kumar Palghat co-founded Kapstream in 2006, a subsidiary of Janus Henderson Investors, with a focus on absolute return fixed income investing.
– As well as the portfolio managers, the strategy benefits from a global team that includes specialists based in the US, UK and Australia.
* Quelle: Janus Henderson Investors, Stand 31. Dezember 2018.
Nick Maroutsos Co-Head of Global Bonds Portfolio Manager
Nick Maroutsos is Co-Head of Global Bonds at Janus Henderson Investors, a position he has held since 2018. He is also a Portfolio Manager responsible for co-managing the Absolute Return Income strategy and Short Duration Income ETF. Additionally, Nick is a founder and Managing Director of Kapstream Capital. Prior to forming Kapstream in 2006, he was with PIMCO from 1999 to 2005. From 2002 to 2005, Nick was vice president at PIMCO in Australia, where he worked with key clients and managed the development and launch of new strategies for the Australian market. From 2001 to 2003, he was a senior portfolio analyst on the global trading team managing the global fixed income portfolios and firm-wide global strategies. This entailed analysing fixed income markets, the strategic implementation of all global portfolios, and portfolio construction. Nick joined PIMCO’s Newport Beach, California, office in 1999. He is a sought-after expert on the global bond market and is a key speaker at industry forums and conferences. He and his colleagues have received numerous industry accolades and recognition. Nick received a bachelor of arts degree in economics from the University of California – San Diego and an MBA from the University of California – Los Angeles, Anderson School of Management. He has 20 years of financial industry experience.
Daniel Siluk Portfolio Manager
Daniel Siluk is a Global Bonds Portfolio Manager at Janus Henderson Investors responsible for co-managing the Absolute Return Income strategy and Short Duration Income ETF. Daniel came to Janus when it acquired Kapstream in 2015. Prior to joining Kapstream in 2009, he served as manager of investment analytics at Challenger, a position he held from 2007 to 2009. While there, he provided attribution and risk metrics for the firm’s internal funds management business as well as their boutique partnerships, which included Kapstream. Before Challenger, he spent four years in London, where he implemented and tested attribution and risk systems for Insight Investment, the funds management arm of Halifax Bank of Scotland, and Northern Trust. Daniel received a bachelor of applied finance degree from Macquarie University. He has 16 years of financial industry experience.
Tim Winstone Portfolio Manager
Tim Winstone ist Portfoliomanager im Bereich Corporate Credit bei Janus Henderson Investors seit seinem Wechsel zu Henderson im Jahr 2015. Er ist Co-Manager der Strategien „European Investment Grade“. Vor seinem Wechsel zu Henderson war er Executive Director und Senior Fixed Income Portfoliomanager in einem globalen Kreditteam bei UBS Global Asset Management. Seine Karriere als Portfolio-Assistant begann er bei Thesis Asset Management und ist seit 2004 im globalen Kreditbereich tätig.
Tim Winstone verfügt über einen Bachelor of Science (Hons) in Mathematik von der University of Bristol. Er ist Chartered Financial Analyst und hat erfolgreich die Prüfungen zum Investment Management Certificate sowie zum CISI-Diplom (Regulation and Compliance) abgelegt. Er hat 16 Jahre Erfahrung in der Finanzbranche.
Janus Henderson – über uns
Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies.
Janus Henderson verwaltet ein Anlagevermögen von etwa EUR 349,9 Milliarden (Stand: 30. September 2018) und hat über 2.000 Mitarbeiter sowie Büros in 28 Städten weltweit. Das Unternehmen mit Sitz in London ist an der New York Stock Exchange (NYSE) und der Australian Securities Exchange (ASX) notiert.
Wichtige Informationen
This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. Any investment application will be made solely on the basis of the information contained in the Prospectus (including all relevant covering documents), which will contain investment restrictions. This document is intended as a summary only and potential investors must read the prospectus, and where relevant, the key investor information document before investing. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Issued in Europe by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), AlphaGen Capital Limited (reg. no. 962757), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Janus Henderson Investors Europe S.A. (reg no. B22848 at 78, Avenue de la Liberté, L-1930 Luxembourg, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier). Janus Henderson, Janus, Henderson, and Knowledge. Shared are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.