Please ensure Javascript is enabled for purposes of website accessibility Australian Fixed Interest Fund - Institutional - Janus Henderson Investors
For financial professionals in Australia

Australian Fixed Interest Fund - Institutional

A fundamentally driven approach seeking to take advantage of situations where market pricing has become misaligned with economic and investment fundamentals.

ARSN
100 098 413

Entry Price
AUD 1.0364
As of 18/12/2024

Exit Price
AUD 1.0356
As of 18/12/2024

Overview

FUND OBJECTIVE

The Janus Henderson Australian Fixed Interest Fund – Institutional (‘Fund’) seeks to achieve a total return after fees that exceeds the total return of the Benchmark (Bloomberg AusBond Composite 0+ Yr Index), over rolling three-year periods.

FUND STRATEGY

As a diversified portfolio of government, semi-government, corporate and asset backed securities, this fund aims to be a good diversifier against the equity or growth exposure of an investor’s portfolio.

The Fund seeks to achieve a total return after fees that exceeds the total return of the Bloomberg AusBond Composite 0+ Yr Index, over rolling three-year periods.

In managing the Fund, the Manager applies a range of strategies that include duration and yield curve management, sector allocation and individual security selection.

Portfolio Management

Jay Sivapalan, CFA

Head of Australian Fixed Interest | Portfolio Manager

Industry since 1998. Joined Firm in 2015.

Performance

Cumulative & Annualised Performance (%)
As of 30/11/2024
Australian Fixed Interest Fund - Institutional Bloomberg AusBond Composite 0+ Yr Index
 
  Cumulative Annualised
1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
31/08/2002
Australian Fixed Interest Fund - Institutional 1.25 -0.55 3.62 6.32 -0.87 -0.03 2.30 4.77
Bloomberg AusBond Composite 0+ Yr Index 1.14 -0.46 3.02 5.16 -0.93 -0.61 2.09 4.42

Documents