For wholesale investors in Australia

Diversified Credit Fund

A well-diversified portfolio of Australian and global credit securities for investors seeking higher yielding risk-adjusted outcomes over time.

ARSN
127 727 431

Entry Price
$1.0189
As of 30/03/2023

Exit Price
$1.0159
As of 30/03/2023

Overview

INVESTMENT OBJECTIVE

The Janus Henderson Diversified Credit Fund ('Fund') seeks to achieve a total return before fees that exceeds the total return of the Benchmark by 2.00% p.a. over rolling three-year periods.

ABOUT THIS FUND

An actively managed portfolio of Australian and global higher yielding securities that seeks to provide investors with a diversified exposure to a wide range of fixed income securities.

The Fund seeks to achieve a total return before fees that exceeds the total return of the Benchmark by 2.00% p.a. over rolling three-year periods.

The Manager’s approach is to determine the overall level of credit and duration risk in the Fund by taking a top down approach, which considers trends in credit fundamentals, market dynamics and current valuations.

PORTFOLIO MANAGEMENT

Shan Kwee, CFA

Shan Kwee, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2018.

Performance

PERFORMANCE (% p.a.) (As of 28/02/2023)
Diversified Credit Fund Bloomberg AusBond Bank Bill Index
1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
(31/10/2012)
Diversified Credit Fund 0.89 3.03 3.56 1.02 3.18 3.34 3.96 4.10
Bloomberg AusBond Bank Bill Index 0.24 0.76 1.40 1.76 0.66 1.05 2.18 2.26
Returns greater than one year are annualised.
From 29 September 2017, the Fund's benchmark changed from the Bloomberg AusBond Credit FRN 0+ Yr Index to the Bloomberg AusBond Bank Bill Index. Past performance before 29 September 2017 is shown for the Fund’s previous benchmark.
*Fund inception for performance reporting purposes is at end of month, whereby the actual fund inception date may be earlier in the month.

Documents

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Our intellectual capital is readily available and central to our Knowledge Shared approach"
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