Core Plus

A dynamic core fixed income portfolio that leverages a bottom-up, fundamentally driven investment process that seeks to identify the best opportunities across fixed income sectors

Overview

Quarterly Update

Watch the investment team recap the quarter.

ABOUT THIS STRATEGY

We believe our research-driven investment process, diversified portfolio construction and robust risk management can drive consistent risk-adjusted performance, with excess returns generated primarily through sector and security decisions. Our collaborative investment teams utilize our broad investment flexibility across the investment cycle in an effort to capitalize on attractive opportunities and provide the downside risk management clients expect from their core fixed income portfolio.

INVESTMENT APPROACH

Research-Driven Investment Process: Collaboration is the foundation of our investment process, through which we partner with our equity and multi-asset teams to identify opportunities across fixed income sectors by analyzing fundamentals, technicals and valuations.

Flexible Fixed Income Allocation: Our team draws on a breadth of global resources to drive asset allocation and invest with conviction in an effort to deliver excess returns and provide the downside risk management expected from a core fixed income allocation.

Robust Risk Management and Portfolio Construction: Our transparent investment process and integrated risk management, which is enhanced by quantitative research and proprietary technology, aims to construct resilient portfolios from a diverse investment universe.

Featured Insight

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Greg Wilensky, CFA

Head of U.S. Fixed Income

Industry since 1993. Joined Firm in 2020.

Performance

RETURNS (%) (As of 09/30/2020)
Composite Gross Composite Net Bloomberg Barclays U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 1.56 8.79 9.58 6.18 4.94 4.68 7.00
Composite Net 1.47 8.51 9.20 5.82 4.59 4.36 6.49
Bloomberg Barclays U.S. Aggregate Bond Index 0.62 6.79 6.98 5.24 4.18 3.64 5.49
RETURNS (%) (As of 09/30/2020)
Composite Gross Composite Net Bloomberg Barclays U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 1.56 8.79 9.58 6.18 4.94 4.68 7.00
Composite Net 1.47 8.51 9.20 5.82 4.59 4.36 6.49
Bloomberg Barclays U.S. Aggregate Bond Index 0.62 6.79 6.98 5.24 4.18 3.64 5.49

Documents

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