When simplicity meets flexibility
STAY BALANCED DURING TURBULENT TIMES
Janus Henderson Balanced Fund:
Flexible, Defensive, Dynamic
As at 31 July 2023.
Further information on this fund, disclosures and performance information
Janus Henderson Balanced Fund
Flexible. Resilient. Dynamic
Further information on this fund, disclosures and performance information
Janus Henderson Balanced Fund
Flexible. Resilient. Dynamic
Further information on this fund, disclosures and performance information
Balanced
Flexible, Defensive, Dynamic
- The Fund's investments in equities are subject to equity market risk due to fluctuation of securities values.
- The Fund invests in debt securities (including below investment grade or unrated) and asset/ mortgage-backed securities/ commercial papers; and is subject to greater interest rate, credit/ counterparty, volatility, liquidity, downgrading, valuation, credit rating risks. It may be more volatile.
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- Investments in the Fund involve general investment, currency, hedging, economic, political, policy, foreign exchange, liquidity, tax, legal, regulatory and securities financing transactions related risks. In extreme market conditions, you may lose your entire investment.
- The Fund may invest in financial derivatives instruments for investment and efficient portfolio management purposes. This may involve counterparty, liquidity, leverage, volatility, valuation, over-the-counter transaction, credit, currency, index, settlement default and interest risks; and the Fund may suffer total or substantial losses.
- The Fund's investments are concentrated in US companies/ debt securities and may be more volatile.
- The Fund may at its discretion pay dividends (i) pay dividends out of the capital of the Fund, and/ or (ii) pay dividends out of gross income while charging all or part of the fees and expenses to the capital of the Fund, resulting in an increase in distributable income available for the payment of dividends by the Fund and therefore, the Fund may effectively pay dividends out of capital. This may result in an immediate reduction of the Fund’s net asset value per share, and it amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment.
- Investors should not only base on this document alone to make investment decisions and should read the offering documents including the risk factors for further details.
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For over 30 years, the Balanced strategy has offered a simple and optimal mix of stocks and bonds designed to capture the best opportunities across market cycles.
For over 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution
The advantage of a combination of stocks and bonds
The Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position in anticipation of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products where asset allocation is constrained by static targets, the Balanced Fund can actively pivot between an equity weighting of 35% to 65% depending on market conditions.
The Fund is designed to:
Offer a dynamic blend of mainly US stocks and bonds
Adapt to all market conditions
Limit volatility relative to the stock market
"We actively position the portfolio based on the most attractive opportunities in the equity and bond worlds, based on evolving economic conditions".
Jeremiah Buckley, CFA,
Co-Manager of the Janus Henderson Balanced Fund
The advantage of a combination of stocks and bonds
The Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position in anticipation of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products where asset allocation is constrained by static targets, the Balanced Fund can actively pivot between an equity weighting of 35% to 65% depending on market conditions.
The Fund is designed to:
Offer a dynamic blend of mainly US stocks and bonds
Adapt to all market conditions
Limit volatility relative to the stock market
"We actively position the portfolio based on the most attractive opportunities in the equity and bond worlds, based on evolving economic conditions".
Jeremiah Buckley, CFA,
Co-Manager of the Janus Henderson Balanced Fund
The advantage of a combination of stocks and bonds.
The Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position in anticipation of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products where asset allocation is constrained by static targets, the Balanced Fund can actively pivot between an equity weighting of 35% to 65% depending on market conditions.
The fund is designed to:
Offer a dynamic blend of mainly US stocks and bonds
The US has been a driver of growth outperforming the rest of world by 81.4%
Adapt to all market conditions
When downturns occur, a 60/40 portfolio experiences lower losses and faster recoveries
Limit volatility relative to the stock market
Since inception, the Fund has delivered nearly half the volatility of the S&P 500 Index
Source: Bloomberg, as of 31st March 2023. Past performance does not predict future returns.
Core solution
- Purposeful mix of stocks and bonds to serve as the foundation of your portfolio.
- Balanced blend of growth potential, income and ballast to smooth the investment journey.
- Consistent, disciplined approach to help realize long-term goals.
Power of downside protection
- Active and flexible to weather the ups and downs of an ever-changing market.
- Focus on portfolio stability to keep you invested over the long-term.
- Decreased volatility to mitigate the potential for damaging losses.
Proven experience
- Over 30 years of fundamental, bottom-up research and active asset allocation.
- Team-based, with deep expertise across the equity and fixed income markets.
- Collaborative, to identify a decisive path through difficult market environments.
What does this approach mean for drawdowns?
The Balanced Fund has historically delivered when it has counted – on the downside. Whether it was market downturns like the tech bubble collapse of the early 2000s or the global financial crisis of 2008, the Fund captured less of the downside.
It is easier to climb out of a small hole than a big one
In its more than 25-year history, the Balanced Fund has outperformed the average of its competitors. The dynamic asset allocation has also helped the fund deliver index-beating performance over the long term outperforming the S&P 500 Index.
Past performance does not predict future returns.
Further information on this fund, disclosures and performance information
As we enter a new era characterised by structurally higher interest rates and higher inflation, investors face further uncertainty.
Are we in a new interest rate regime?
Where will economic growth go to from here?
How could these challenges affect my asset allocation decisions?
For financial professionals facing this list of important questions, we on the Portfolio Construction and Strategy (PCS) Team believe that a nimble allocation of flexible, one-stop actively managed asset allocation strategies is key to avoiding analysis paralysis.
A successful allocation to a ‘Balanced’ fund may potentially help clients to manoeuvre through multiple economic cycles and difficult markets, although robust due diligence is necessary.
"A balanced approach may provide clients with the best of both worlds – the prospect for higher returns than bonds while reducing the potential magnitude of any significant drawdowns from equities".
Matthew Bullock,
EMEA Head of Portfolio Construction and Strategy
Our experts
Empowering you to make better investment and business decisions.
How we serve:
- One-on-one consultations
- Keynote speeches
- Client-facing seminars online and in person
Documents
"We actively position the portfolio based on the most attractive opportunities in the equity and bond worlds, based on evolving economic conditions".
Jeremiah Buckley, CFA,
Co-Manager of the Janus Henderson Balanced Fund
A balanced approach may provide clients with the best of both worlds – the prospect for higher returns than bonds while reducing the potential magnitude of any significant drawdowns from equities.
Janus Henderson Portfolio Construction and Strategy Team
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This campaign is intended solely for the use of professionals and is not for general public distribution.
Past performance does not predict future returns. Marketing Communication. The value of an investment and the income from it can fall as well as rise and investors may not get back the amount originally invested. There is no assurance the stated objective(s) will be met. Nothing in this campaign is intended or should be construed as advice. This campaign is not a recommendation to sell, purchase or hold any investment.
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