The Fund aims to provide a sustainably high income return with the prospect for some capital growth whilst maintaining a moderate to moderately low level of volatility (variation of returns) over the medium to long term (5 years or more).
The Fund is managed so that it aims not to deviate from predetermined parameters of forecast volatility, as measured by an independent risk rating body, over a medium to long term rolling period of at least 5 years. However, during this period the Fund’s forecast volatility may be outside of such parameters if the portfolio manager believes it is expedient to do so in order to improve investment performance. Observing the forecast volatility parameters will be prioritised over the generation of income.
The Fund will invest in a combination of transferable securities, fixed income securities, investment companies, collective investment schemes (other funds including those managed by Janus Henderson), exchange traded funds (ETFs), money market instruments, deposits, cash and near cash.
Derivatives and forward transactions may be used by the fund for investment purposes to achieve asset allocation and for the purposes of efficient portfolio management.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is for promotional purposes and does not qualify as an investment recommendation.
ABOUT THIS FUND
- The Multi-Asset Core Income range aims to remain within pre-set risk parameters as measured by Distribution Technology (an independent risk-profiling firm)
- Aims to offer clients a cost-considered, multi-asset strategy with a risk profile of 4. Distribution Technology profiles funds on a scale of 1-10 and takes into consideration risk targets and other factors as well as past data
- The fund aims to provide an attractive and competitive level of regular income on a monthly basis