Please ensure Javascript is enabled for purposes of website accessibility Global Multi-Asset Growth Managed Account - Janus Henderson Investors - US Advisor
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For Financial Professionals in the US

Global Multi-Asset Growth Managed Account

Asset allocation model with global exposure to investment vehicles across equity and fixed income

Overview

About This Portfolio

Our suite of model portfolios offers global diversification to both proprietary and non-proprietary equity and fixed income securities. We blend a strategic, bottom-up valuation discipline with dynamic, top-down proprietary macro views to create diversified and risk aware portfolios. Portfolio decisions are developed through our Multi-Asset group, a team that constructs asset allocation solutions for clients’ complex investment objectives.

Why Invest

Risk-targeted model portfolios:
Our models utilize a range of vehicles including proprietary, non-proprietary, active, and passive in order to spread risk, lower cost, reduce the impact of market volatility, and target varying levels of income and capital growth.

Dynamic and strategic:
Our Multi-Asset investment team draws on detailed market and macroeconomic analysis and research to create diversified and risk-aware portfolios.

Solutions That Target Various Risk Profiles:
The resultant allocations serve as diversified foundational investments for clients of various risk profiles, which seek to address certain desired outcomes and experiences within the parameters of specified investment constraints and risk tolerances.

Portfolio Management

Adam Hetts, CFA: Global Head of Multi-Asset | Portfolio Manager
Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

Industry since 2005. Joined Firm in 2017.

Oliver Blackbourn, CFA: Portfolio Manager
Oliver Blackbourn, CFA

Portfolio Manager

Industry since 2009. Joined Firm in 2017.

Performance

RETURNS (%) (As of 12/31/2025)
Composite Gross Composite Net 80% MSCI ACWI Net/20% Bloomberg US Agg Linked
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2006)
Composite Gross 2.54 15.63 15.63 14.96 6.72 8.16 7.21
Composite Net 1.79 12.29 12.29 11.64 3.62 5.02 4.10
80% MSCI ACWI Net/20% Bloomberg US Agg Linked 2.85 19.26 19.26 17.29 8.54 9.71 7.21

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

RETURNS (%) (As of 02/28/2026)
Composite Gross Composite Net 80% MSCI ACWI Net/20% Bloomberg US Agg Linked
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2006)
Composite Gross 3.45 2.73 16.25 14.35 6.81 9.05 7.30
Composite Net 2.70 2.23 12.90 11.04 3.71 5.89 4.18
80% MSCI ACWI Net/20% Bloomberg US Agg Linked 4.62 3.78 20.46 17.49 9.14 10.66 7.34

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Calendar Year Returns (%)
Composite Gross Composite Net 80% MSCI ACWI Net/20% Bloomberg US Agg Linked
2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Composite Gross 15.63 13.95 15.31 -17.69 10.68 14.84 20.24 -7.98 20.05 3.81
Composite Net 12.29 10.66 11.98 -20.14 7.48 11.52 16.78 -10.69 16.60 0.78
80% MSCI ACWI Net/20% Bloomberg US Agg Linked 19.26 14.09 18.60 -17.82 13.58 15.26 22.56 -7.69 20.49 6.80

Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars. All returns reflect the reinvestment of dividends and other earnings.

The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.

Net returns are calculated by subtracting the highest applicable Managed Account fee (3.00% annually, or 0.25% monthly) from the pure gross or gross composite return. The Managed Account fee includes all charges for trading costs, portfolio management, custody and other administrative fees. Actual fees may vary depending on, among other things, the applicable fee schedule and portfolio size. The fees are available on request and may be found in Form ADV Part 2A.

Returns-Based Statistics (As of 02/28/2026)

RISK / REWARD
VS. 80% MSCI ACWI Net/20% Bloomberg US Agg Linked		 3YR 5YR
Information Ratio -1.51 -1.10
Alpha -2.64 -2.12
Tracking Error 1.78 1.94
Beta 0.99 0.99
R-squared (%) 96.29 97.45
UP/DOWN MARKET CAPTURE (%)
80% MSCI ACWI Net/20% Bloomberg US Agg Linked		 3YR 5YR
Up Capture Ratio 89.87 90.80
Down Capture Ratio 108.35 102.20
STANDARD DEVIATION 3YR 5YR
Global Multi-Asset Growth Managed Account 9.36 12.38
80% MSCI ACWI Net/20% Bloomberg US Agg Linked 9.25 12.29
SHARPE RATIO 3YR 5YR
Global Multi-Asset Growth Managed Account 0.96 0.26
80% MSCI ACWI Net/20% Bloomberg US Agg Linked 1.29 0.45

Portfolio

Index represents the Global Growth Allocation Index

Top Holdings (As of 02/28/2026)
% of Fund
Janus Henderson Overseas Fund 21.48
Janus Henderson Research Fund 17.61
State Street SPDR Portfolio S&P 500 Value ETF 15.32
iShares Core S&P 500 ETF 10.75
Janus Henderson Enterprise Fund 7.76
iShares Core MSCI Emerging Markets ETF 5.40
Janus Henderson Flexible Bond Fund 5.04
iShares U.S. Treasury Bond ETF 4.86
Janus Henderson European Focus Fund 4.13
Janus Henderson Developed World Bond Fund 2.61
TOTAL 94.96
View full holdings

Documents

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