Please ensure Javascript is enabled for purposes of website accessibility US Short-Term Bond Fund - Janus Henderson Investors

US Short-Term Bond Fund

A dynamic, core short-term bond fund with a history of generating risk-adjusted returns and preserving capital

Overview

INVESTMENT OBJECTIVE

This dynamic, short duration bond fund seeks risk-adjusted returns and capital preservation. Our approach leverages a bottom-up, fundamentally driven investment process.

ABOUT THIS FUND

  • Leverages a bottom-up process using fundamental analysis and dynamic sector allocation aiming to generate returns through individual security selection
  • Integrated global fixed income and equity research effort seeks to identify the best risk-adjusted opportunities
  • Proprietary research and risk management system, Quantum Global, is integrated into the investment process

PORTFOLIO MANAGEMENT

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Performance

Cumulative & Annualised Performance (%)
As of 30/06/2024
A1m USD (Net) A2 USD (Net) A1m USD (Net) A2 USD (Net) E2 USD (Net) E2 USD (Net) Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE
  
  Cumulative Annualised
1MO YTD 1YR 3YR 5YR 10YR Since Inception
24/12/1998
A1m USD (Net) 0.53 1.53 5.55 -0.15 1.02 0.94 2.37
A2 USD (Net) 0.50 1.50 5.49 -0.16 1.02 0.93 2.39
A1m USD (Net) 0.53 1.53 5.55 -0.15 1.02 0.94 2.37
A2 USD (Net) 0.50 1.50 5.49 -0.16 1.02 0.93 2.39
E2 USD (Net) 0.47 1.44 5.37 -0.34 0.73 - 1.05
E2 USD (Net) 0.47 1.44 5.37 -0.34 0.73 - 1.05
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 1.35 2.83
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 1.35 2.83
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 1.35 2.83
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 1.35 2.83
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 - 1.75
Bloomberg 1-3 Year US Govt/Credit TR 0.56 1.38 4.87 0.55 1.25 - 1.75
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 1.15 1.94
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 1.15 1.94
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 1.15 1.94
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 1.15 1.94
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 - 1.61
USD Diversified Bond - Short Term - OE 0.53 1.56 5.29 1.44 1.31 - 1.61
 
  Annualised
3YR 5YR 10YR Since Inception
24/12/1998
A1m USD (Gross) - 1.91 1.93 3.45
A2 USD (Gross) - 1.91 1.92 3.66
A1m USD (Gross) - 1.91 1.93 3.45
A2 USD (Gross) - 1.91 1.92 3.66
E2 USD (Gross) - 1.92 - 2.26
E2 USD (Gross) - 1.92 - 2.26
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 2.11 3.60
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 2.11 3.60
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 2.11 3.60
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 2.11 3.60
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 - 2.51
Bloomberg 1-3 Year US Govt/Credit TR + 0.75% - 2.01 - 2.51
Calendar Year Returns (%)
A1m USD (Net) A1m USD (Net) A2 USD (Net) A2 USD (Net) E2 USD (Net) E2 USD (Net) Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR Bloomberg 1-3 Year US Govt/Credit TR USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE USD Diversified Bond - Short Term - OE
YTD 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
A1m USD (Net) 1.53 4.60 -5.75 -0.45 4.43 3.77 0.61 0.98 1.13 -0.37 0.00
A1m USD (Net) 1.53 4.60 -5.75 -0.45 4.43 3.77 0.61 0.98 1.13 -0.37 0.00
A2 USD (Net) 1.50 4.60 -5.76 -0.44 4.45 3.73 0.71 0.84 1.22 -0.42 0.00
A2 USD (Net) 1.50 4.60 -5.76 -0.44 4.45 3.73 0.71 0.84 1.22 -0.42 0.00
E2 USD (Net) 1.44 4.40 -5.92 -0.65 3.88 3.10 0.00
E2 USD (Net) 1.44 4.40 -5.92 -0.65 3.88 3.10 0.00
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 1.60 0.84 1.28 0.65 0.77
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 1.60 0.84 1.28 0.65 0.77
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 1.60 0.84 1.28 0.65 0.77
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 1.60 0.84 1.28 0.65 0.77
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 0.79
Bloomberg 1-3 Year US Govt/Credit TR 1.38 4.61 -3.69 -0.47 3.33 4.03 0.79
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.84 1.42 1.24 -0.17 0.01
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.84 1.42 1.24 -0.17 0.01
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.84 1.42 1.24 -0.17 0.01
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.84 1.42 1.24 -0.17 0.01
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.21
USD Diversified Bond - Short Term - OE 1.56 5.49 -2.14 -0.31 1.01 3.30 0.21

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