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

Global Multi-Asset Moderate 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

Adam Hetts, CFA

Global Head of Multi-Asset | Portfolio Manager

Industry since 2005. Joined Firm in 2017.

Oliver Blackbourn, CFA

Oliver Blackbourn, CFA

Portfolio Manager

Industry since 2009. Joined Firm in 2017.

Performance

RETURNS (%) (As of 03/31/2024)
Composite Pure Gross Composite Net 45% Russell 3000/15% MSCI ACWI ex-US/40% BB US Agg
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(09/28/2018)
Composite Pure Gross 5.28 5.28 12.87 1.18 5.52 4.73 6.07
Composite Net 4.51 4.51 9.61 -1.77 2.45 1.68 2.99
45% Russell 3000/15% MSCI ACWI ex-US/40% BB US Agg 4.84 4.84 15.35 3.81 7.68 6.98 6.79

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.

*Pure gross performance results do not reflect the deduction of any trading costs, fees or expenses and returns will be reduced by such advisory fee and other contractual expenses as described in the individual contract and Form ADV Part 2A. Pure gross returns are supplemental to net returns.

Net returns are calculated by subtracting the highest applicable Managed Account fee 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 dep ending 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 03/31/2024)
Composite Pure Gross Composite Net 45% Russell 3000/15% MSCI ACWI ex-US/40% BB US Agg
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(09/28/2018)
Composite Pure Gross 5.28 5.28 12.87 1.18 5.52 4.73 6.07
Composite Net 4.51 4.51 9.61 -1.77 2.45 1.68 2.99
45% Russell 3000/15% MSCI ACWI ex-US/40% BB US Agg 4.84 4.84 15.35 3.81 7.68 6.98 6.79

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.

*Pure gross performance results do not reflect the deduction of any trading costs, fees or expenses and returns will be reduced by such advisory fee and other contractual expenses as described in the individual contract and Form ADV Part 2A. Pure gross returns are supplemental to net returns.

Net returns are calculated by subtracting the highest applicable Managed Account fee 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 dep ending 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.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends
Apr 8, 2024
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Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends

An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.

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The data to watch as global markets diverge
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The data to watch as global markets diverge

With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.

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Not out the woods yet: Multi-Asset viewpoint
Jan 29, 2024

Not out the woods yet: Multi-Asset viewpoint

Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.

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