Managed Accounts
As a leading global active asset manager, Janus Henderson exists to help clients achieve their long-term financial goals. We leverage our broad spectrum of investment capabilities in a variety of Managed Account offerings, which provide investors direct ownership, transparency and potential tax efficiency.
A Rich Heritage of Client-Focused Investing
Our investment teams blend insight, originality and precision with rigorous analysis, structured processes and robust risk management. We invest in line with client expectations. These disciplines, combined with diverse investment capabilities, enable us to offer competitive and diverse strategies as a Managed Account.
Intelligent Evolution
Through our long history of serving financial advisors, we understand regulatory drivers and the consequential effects on client portfolios. We seek to apply our expertise to ensure our clients are on the right side of disruption and industry change.
Time-Tested Strategies with Vehicle Optionality
Advisors familiar with Janus Henderson mutual funds have the flexibility to offer select strategies in a Managed Account, which may better fit their clients’ unique goals.
INVESTMENT OPTIONS
U.S. GROWTH EQUITIES
| TYPE | STRATEGY | BENCHMARK | Related Mutual Fund |
|---|---|---|---|
| MA | Concentrated Growth | Russell 1000® Growth Index | Forty Fund |
| MA | Geneva Mid Cap Growth | Russell Midcap® Growth Index | — |
| MA | Geneva SMID Cap Growth | Russell 2500™ Growth Index | — |
| MA | Geneva Small Cap Growth | Russell 2000® Growth Index | — |
| MA | Mid Cap Growth | Russell Midcap® Growth Index | Enterprise Fund |
U.S. VALUE EQUITIES
| TYPE | STRATEGY | BENCHMARK | Related Mutual Fund |
|---|---|---|---|
| MA | Large Cap Value | Russell 1000® Value Index | Large Cap Value Fund |
| MA | Mid Cap Value | Russell Midcap® Value Index | Mid Cap Value Fund |
U.S. BLEND EQUITIES
| TYPE | STRATEGY | BENCHMARK | Related Mutual Fund |
|---|---|---|---|
| MA | Opportunistic Alpha | S&P 500® Index | Contrarian Fund |
DIVIDEND EQUITIES
| TYPE | STRATEGY | BENCHMARK | Related Mutual Fund |
|---|---|---|---|
| MA | Global Dividend Growth | MSCI World IndexSM | Dividend & Income Builder Fund |
| MA | Growth and Income | S&P 500® Index | Growth and Income Fund |
ASSET ALLOCATION
| TYPE | STRATEGY | BENCHMARK | Related Mutual Fund |
|---|---|---|---|
| ETF Model Strategy | Global Adaptive Capital Growth | Adaptive Global Allocation 80/20 Index | — |
| ETF Model Strategy | Global Adaptive Capital Allocation | Adaptive Global Allocation 30/70 Index | — |
| ETF Model Strategy | Global Adaptive Capital Appreciation | Adaptive Global Allocation 60/40 Index | — |
| Mutual Fund Model Strategy | Global Allocation - Conservative | Global Conservative Allocation Index | Global Allocation Fund - Conservative |
| Mutual Fund Model Strategy | Global Allocation - Moderate | Global Conservative Allocation Index | Global Allocation Fund - Moderate |
| Mutual Fund Model Strategy | Global Allocation - Growth | Global Conservative Allocation Index | Global Allocation Fund - Growth |
FEATURED PRODUCTS
Mid Cap Growth Managed
Account
A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for the potential for fast growth
Geneva Small Cap Growth Managed Account
Time-tested investment strategy seeks high-quality, small-cap growth companies with strong growth characteristics
Concentrated Growth Managed Account
We believe our differentiated view from the market identifies growth where growth is scarce, positioning our investments to outperform the index over time.