A Balanced Approach in Retirement

A Balanced Approach in Retirement

Multi-Asset and Alternatives

A Balanced Approach in Retirement

December 2018

Jeremiah Buckley, Portfolio Manager, discusses key differentiators of the Janus Henderson Balanced Fund and reasons for investing in the fund when nearing or in retirement.

This dynamic asset allocation strategy has the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. The Fund’s asset allocations may vary between 35% and 65% equities depending on market conditions. As investors near retirement, we think it’s important to focus on both the preservation of capital and the potential for growth when investing.

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