For Institutional Investors in the US

Balanced

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

View Related Mutual Fund

Overview

Quarterly Update

Watch the investment team recap the historic first quarter.

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

primary-wireframe_JH_Dandelion_Shaded_Wire_Layered_660x440_transparent

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

We call this ethos Knowledge. Shared.

View Our Insights

PORTFOLIO MANAGEMENT

Jeremiah Buckley, CFA

Jeremiah Buckley, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 1998.

Michael Keough

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Greg Wilensky, CFA

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Performance

RETURNS (%) (As of 06/30/2021)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 6.96 8.88 25.05 14.77 14.48 11.15 12.80
Composite Net 6.82 8.59 24.38 14.15 13.86 10.58 11.98
Balanced Index 5.50 7.43 20.92 12.98 11.16 9.82 9.23
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 unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and 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 performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 06/30/2021)
Composite Gross Composite Net Balanced Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1988)
Composite Gross 6.96 8.88 25.05 14.77 14.48 11.15 12.80
Composite Net 6.82 8.59 24.38 14.15 13.86 10.58 11.98
Balanced Index 5.50 7.43 20.92 12.98 11.16 9.82 9.26
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 unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and 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 performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
For a complete list of holdings as of the most recently available disclosure period, contact us.

Documents

Related Insights

Our intellectual capital is readily available and central to our Knowledge Shared approach"
Related Insights
Forecasts can fall short; humility and diversity are key
June 2021
Global Perspectives income Interest rates Volatility

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Read More

Balancing Opportunities and Risks in a Portfolio
July 15, 2021
Quick Views Volatility

Balancing Opportunities and Risks in a Portfolio

From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.

Watch Now

When Forecasts Fall Short, Humility and Diversity are Key
June 29, 2021
Quick Views Coronavirus Credit Interest rates

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Read More

TOP