Please ensure Javascript is enabled for purposes of website accessibility Global Aggressive Managed Account MA81 | Janus Henderson Investors
For Financial Professionals in the US

Global Aggressive Managed Account

Growth-focused portfolio targeting long-term capital appreciation

Overview

About this Portfolio

The Global Aggressive Managed Account seeks long-term capital appreciation through a diversified global portfolio with a higher allocation to equities. Using a proprietary macro investment framework, the strategy actively positions across markets and asset classes to pursue growth opportunities as economic and market conditions evolve.

Why Invest in this Portfolio

Growth-oriented portfolio construction
Maintains a higher strategic allocation to global equities for investors seeking greater long-term capital appreciation potential.

Profit-cycle driven investing
Asset allocation decisions are guided by a proprietary framework that evaluates corporate profits, liquidity and investor sentiment to identify opportunities across global markets.

Enhanced growth potential
Maintains a higher allocation to global equities while preserving the benefits of diversified portfolio construction.

Asset Allocation Guidelines

The strategy’s allocation is based on a long-term neutral policy of 80% equity, 15% fixed-income and 5% cash.

But it has the flexibility to go +/- 10%:

  • Equity: 70% to 90%
  • Fixed Income: 5% to 25%
  • Cash: 0% to 15%
Allocation ranges and neutral positions by asset class
Asset classMinimumNeutralMaximum
Equity70%80%90%
Fixed income5%15%25%
Cash0%5%15%

Benchmarks

Benchmark
80% MSCI ACWI Index; 15% Bloomberg US Aggregate Bond Index; 5% Bloomberg 1-3 month US T-Bill
Inception date
06/30/2016

Portfolio Management

Richard Bernstein

Global Head of Macro & Customized Investing​

Industry since 1981.

Michael Contopoulos

Head of Multi-Asset Macro Investing

Industry since 1999. Joined Firm in 2026.

Performance

RETURNS (%) (As of 06/30/2026)
Composite Gross Composite Net 80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 10.55 11.22 20.35 13.44 6.92 10.22 10.22
Composite Net 9.76 9.61 16.88 10.16 3.82 7.02 7.02
80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill 11.97 9.17 19.54 16.58 9.07 10.68 10.68
RETURNS (%) (As of 08/31/2026)
Composite Gross Composite Net 80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
Composite Gross 2.50 13.22 19.81 14.35 7.08 9.83 10.23
Composite Net 1.75 11.04 16.36 11.05 3.97 6.64 7.04
80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill 1.51 11.46 18.18 17.17 8.94 10.50 10.72
Calendar Year Returns (%)
Composite Gross Composite Net 80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill
2025 2024 2023 2022 2021 2020 2019 2018 2017
Composite Gross 15.52 9.49 9.23 -11.04 14.48 14.84 22.76 -10.44 20.43
Composite Net 12.18 6.32 6.07 -13.67 11.18 11.53 19.24 -13.08 16.97
80% MSCI ACWI, 15% BB US Aggregate Bond, 5% BB 1-3 month US T-Bill 19.20 14.38 18.78 -16.43 14.43 14.82 22.55 -7.39 19.47

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