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
$1.0078
As of 10 Aug 2022

Exit Price
$1.0048
As of 10 Aug 2022

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

Portfolio Manager

Industry since 2003. Joined Firm in 2018.

Performance

PERFORMANCE (% p.a.) (As of 31 Jul 2022)
Diversified Credit Fund Bloomberg AusBond Bank Bill Index
1MO 3MO 6MO 1YR 3YR 5YR 10YR Since Inception
(31 Oct 2012)
Diversified Credit Fund 1.09 -1.16 -3.32 -3.23 2.28 2.91 - 3.91
Bloomberg AusBond Bank Bill Index 0.12 0.21 0.20 0.22 0.33 0.98 - 2.24

Documents