Balanced

For 25+ years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution

Overview

ABOUT THIS STRATEGY

We believe a dynamic approach to asset allocation that leverages our bottom-up, fundamental equity and fixed income research will allow us to outperform our peers over time. Our integrated equity and fixed income research team seeks an optimal balance of asset class opportunities across market cycles.

INVESTMENT APPROACH

Dynamic Asset Allocation
The portfolio managers make allocation decisions based on their view of overall market risk and careful examination of individual security valuations across equity and fixed income markets.

Integrated Research
Janus Henderson equity and fixed income analysts work side by side, facilitating deeper analysis of a company’s fundamental outlook and understanding of management’s true intentions.

Seeks Consistent ResultsThe end result is a multi-asset, core holding portfolio offering the potential for long-term capital appreciation with the flexibility to navigate uncertain and volatile markets.

Knowledge. Shared

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

We call this ethos Knowledge. Shared.

PORTFOLIO MANAGEMENT

Jeremiah Buckley, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 1998.

Marc Pinto, CFA

Portfolio Manager

Industry since 1983. Joined Firm in 1994.

Greg Wilensky, CFA

Head of U.S. Fixed Income

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Performance

RETURNS (%) (As of 09/30/2020)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 7.05 7.25 13.20 12.17 11.91 10.49 12.57
Composite Net 6.90 6.81 12.59 11.56 11.32 9.92 11.75
Balanced Index 5.23 6.76 12.11 9.50 9.87 9.35 8.98
RETURNS (%) (As of 09/30/2020)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 7.05 7.25 13.20 12.17 11.91 10.49 12.57
Composite Net 6.90 6.81 12.59 11.56 11.32 9.92 11.75
Balanced Index 5.23 6.76 12.11 9.50 9.87 9.35 8.98

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