The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind
Companies across all industries are working to transition to a digital economy – some with more success than others.
INVESTMENT STRATEGIES
Balanced
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Overview
We believe a dynamic approach to asset allocation that leverages our bottom-up, fundamental equity and fixed income research will allow us to outperform our peers over time. Our integrated equity and fixed income research team seeks an optimal balance of asset class opportunities across market cycles.
Investment Approach
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Dynamic Asset Allocation
- The portfolio managers make allocation decisions based on their view of overall market risk and careful examination of individual security valuations across equity and fixed income markets.
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Integrated Research
- Janus Henderson equity and fixed income analysts work side by side, facilitating deeper analysis of a company’s fundamental outlook and understanding of management’s true intentions.
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Seeks Consistent Results
- The end result is a multi-asset, core holding portfolio offering the potential for long-term capital appreciation with the flexibility to navigate uncertain and volatile markets.
Portfolio Management
Featured Insights
Mid-Year Market GPS 2019
Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.
Thoughts and Bonds: The Beginning of the End
Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
Performance
RETURNS
| Inception: Jan 01, 1988 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 3.19% | 16.79% | 8.70% | 13.24% | 9.25% | 10.06% | 12.55% |
| Composite Net | 3.05% | 16.32% | 8.11% | 12.63% | 8.68% | 9.50% | 11.73% |
| Balanced Index | 1.99% | 15.26% | 7.41% | 8.80% | 7.63% | 9.11% | 8.89% |
| Inception: Jan 01, 1988 | 3M | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception |
|---|---|---|---|---|---|---|---|
| Composite Gross | 3.19% | 16.79% | 8.70% | 13.24% | 9.25% | 10.06% | 12.55% |
| Composite Net | 3.05% | 16.32% | 8.11% | 12.63% | 8.68% | 9.50% | 11.73% |
| Balanced Index | 1.99% | 15.26% | 7.41% | 8.80% | 7.63% | 9.11% | 8.89% |
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes, if any, and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but they do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown and may be higher or lower than model advisory fees. Returns for each client will be reduced by such fees and expenses as negotiated in any client contract as discussed in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
The gross performance results presented do not reflect the deduction of investment advisory fees and returns will be reduced by such advisory fees and other contractual expenses as described in the individual contract and Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but they do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy shown and may be higher or lower than model advisory fees. Returns for each client will be reduced by such fees and expenses as negotiated in any client contract as discussed in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.