Balanced Fund
High-conviction equities and actively managed bonds:
emphasizing balance between asset growth and reduced volatility.
Why it’s still time to take a Balanced approach
A balanced approach remains vital for mitigating risks and achieving long-term gains despite recent market volatilities.
A 60/40 approach offers several advantages
Simple, cost-effective diversification
With one single investment, investors can gain exposure to different asset classes, styles, and markets.
An efficient portfolio solution
A core allocation to a balanced fund aim to ensure diversified, risk-managed exposure for steady growth and resilience.
Consistency
Investors can be left feeling more confident in their core asset allocation, knowing that it is designed to adjust and navigate through various market conditions.
Too early to call for the death of the 60/40
In our view, balanced portfolios are pillars of consistency and long-term investing that can be versatile solutions in investor portfolios, whether as an entire portfolio, a core allocation, or a tactical overlay.
Janus Henderson Balanced Fund
Flexible, Defensive, Dynamic
Beyond traditional investing: For over 30 years, Janus Henderson has offered clients a simple asset allocation solution focused on up-market capture and down-market defence.
What does this approach means for drawdowns?
The teams dynamic approach provides the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns.
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.
Past performance does not predict future returns.
A steady success
The teams dynamic approach provides the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns.
Janus Henderson Balanced Fund outperformed the benchmark* on a monthly rolling-period basis 100% of the time over the 10, 15, and 20- year periods.
A look at dynamic allocation and market volatilty
The Fund’s dynamic approach provides the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. This process, coupled with diverse of return , can help mitigate downside risk.
Capital at risk. Past performance does not predict future returns.
Morningstar, Janus Henderson Investors, as of 31/03/2024. Note: Success Rate is based on the 1-year rolling monthly returns since Fund inception 24/12/98. The percentage depicts the number of times the Balanced Fund (gross of fees) outperformed the Balanced Index.
Our equity and fixed income analysts work side-by-side covering the same global sectors, facilitating deeper analysis of a company’s fundamental outlook and understanding of management’s true intentions.
Meet the team
Let our team make the asset allocation decision between stocks and bonds for you and help remove some of the emotional decision making that can be led by market volatility.
Jeremiah Buckley, CFA
Portfolio Manager, Research Analyst
Industry since 1998. Joined Firm in 1998.
Greg Wilensky, CFA
Portfolio Manager, Research Analyst
Industry since 1993. Joined Firm in 2020.
Michael Keough
Portfolio Manager, Research Analyst
Industry since 2007. Joined Firm in 2007.