Please ensure Javascript is enabled for purposes of website accessibility Global Multi-Asset Moderate Managed Account - Janus Henderson Investors - US Advisor
{{banner.link_text}}
For Financial Professionals in the US

Global Multi-Asset Moderate Managed Account

Asset allocation model with global exposure to investment vehicles across equity and fixed income

Overview

About This Portfolio

Our suite of model portfolios offers global diversification to both proprietary and non-proprietary equity and fixed income securities. We blend a strategic, bottom-up valuation discipline with dynamic, top-down proprietary macro views to create diversified and risk aware portfolios. Portfolio decisions are developed through our Multi-Asset group, a team that constructs asset allocation solutions for clients’ complex investment objectives.

Why Invest

Risk-targeted model portfolios:
Our models utilize a range of vehicles including proprietary, non-proprietary, active, and passive in order to spread risk, lower cost, reduce the impact of market volatility, and target varying levels of income and capital growth.

Dynamic and strategic:
Our Multi-Asset investment team draws on detailed market and macroeconomic analysis and research to create diversified and risk-aware portfolios.

Solutions That Target Various Risk Profiles:
The resultant allocations serve as diversified foundational investments for clients of various risk profiles, which seek to address certain desired outcomes and experiences within the parameters of specified investment constraints and risk tolerances.

Portfolio Management

Adam Hetts, CFA
Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

Industry since 2005. Joined Firm in 2017.

Oliver Blackbourn, CFA
Oliver Blackbourn, CFA

Portfolio Manager

Industry since 2009. Joined Firm in 2017.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net 60% MSCI ACWI Net/40% Bloomberg US Agg Linked
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2006)
Composite Gross 5.63 12.73 23.32 2.46 6.24 5.30 6.29
Composite Net 4.86 10.29 19.78 -0.52 3.15 2.24 3.21
60% MSCI ACWI Net/40% Bloomberg US Agg Linked 6.05 12.82 23.38 3.64 7.03 5.98 5.83

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

RETURNS (%) (As of 11/30/2024)
Composite Gross Composite Net 60% MSCI ACWI Net/40% Bloomberg US Agg Linked
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2006)
Composite Gross 2.70 14.16 19.30 2.95 6.01 5.27 6.31
Composite Net 1.94 11.14 15.87 -0.05 2.93 2.21 3.22
60% MSCI ACWI Net/40% Bloomberg US Agg Linked 2.20 13.12 18.11 3.27 6.44 5.87 5.79

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Calendar Year Returns (%)
Composite Gross Composite Net 60% MSCI ACWI Net/40% Bloomberg US Agg Linked
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 12.75 -17.22 7.45 14.77 16.01 -6.44 16.57 3.28 -1.88 3.73
Composite Net 9.49 -19.67 4.33 11.45 12.66 -9.18 13.21 0.27 -4.75 0.71
60% MSCI ACWI Net/40% Bloomberg US Agg Linked 15.06 -17.33 8.78 14.05 18.55 -6.00 17.09 5.69 -2.47 2.78

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
Global Perspectives: U.S. Investment Outlook 2025
Dec 18, 2024
Features & Outlooks

Global Perspectives: U.S. Investment Outlook 2025

Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.

32 min read

Widening the aperture: Multi-asset investing in a late-cycle economy
Dec 4, 2024
Features & Outlooks

Widening the aperture: Multi-asset investing in a late-cycle economy

By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.

8 min read

Quick View: The Trump bump all over again
Nov 6, 2024
Timely & Topical

Quick View: The Trump bump all over again

Donald Trump’s election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.

3 min read

Choose region

Country

Language

What type of investor are you?