Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
INVESTMENT OBJECTIVE
Janus Henderson Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products, where asset allocations are constrained by static targets, the fund’s asset allocations may vary between 35% and 65% equities depending on market conditions.
The Fund’s investment objective is to seek long-term capital growth, consistent with preservation of capital and balanced by current income.
The Fund pursues its objective by investing 35%-65% of its net asset value in securities of US companies selected mainly for their growth potential, such as common stocks, and 35%-65% of its net asset value in securities of US issuers selected mainly for their income potential, such as debt securities and loan participations. The Fund may invest up to 35% of its net asset value in debt securities rated below investment grade. No more than 10% of the net asset value of the Fund may be invested in securities traded on any one developing market and the aggregate amount of the Fund which may be invested in securities traded on the developing markets is 20% of the net asset value of the Fund.
The Fund aims to seek long-term capital growth, consistent with preservation of capital and balanced by current income. The Fund invests between 35%-70% of its net asset value in equities, and between 30%-65% of its net asset value in debt securities and loan participations. At least 80% of its net asset value is invested in US companies and US issuers selected mainly for their income potential.
ABOUT THIS FUND
- High-conviction large-cap growth equities paired with an active intermediate-term bond strategy
- Dynamic asset allocation strategy that has the flexibility to defensively position ahead of market volatility by migrating from 35-70% equity depending on conditions
- Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors
