Please ensure Javascript is enabled for purposes of website accessibility Core Plus - Janus Henderson Investors
For Institutional Investors in the US

Core Plus

A flexible core plus fixed income portfolio that leverages a research-driven investment process in seeking to identify the best opportunities across fixed income sectors

Overview

ABOUT THIS STRATEGY

Fixed income benchmarks are inefficient, exposing clients to an undesirable mix of risk factors. We believe diversifying risk factors, dynamically allocating capital, and active security selection results in better client outcomes. Our disciplined, transparent, risk-budgeting-based process is designed to deliver consistent performance.

INVESTMENT APPROACH

Our Team: Culture of collaboration, global integration and respectful challenge with a research-first mentality.

Disciplined Risk Budgeting: Disciplined investment process targets repeatable performance utilizing our structural foundation as a better starting point.

High Conviction: Bottom-up idea generation across a diverse set of return sources, incorporating dynamic allocation through market cycles.

Portfolio Management

Greg Wilensky, CFA

Head of U.S. Fixed Income | Head of Core Plus

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

John Lloyd

Lead, Multi-Sector Credit Strategies | Portfolio Manager

Industry since 1998. Joined Firm in 2005.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net Bloomberg U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 5.52 5.55 13.40 -0.88 1.68 2.61 6.06
Composite Net 5.41 5.22 12.93 -1.30 1.25 2.23 5.56
Bloomberg U.S. Aggregate Bond Index 5.20 4.45 11.57 -1.39 0.33 1.84 4.61
RETURNS (%) (As of 10/31/2024)
Composite Gross Composite Net Bloomberg U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 0.46 2.94 12.55 -1.65 1.09 2.26 5.96
Composite Net 0.35 2.58 12.08 -2.06 0.67 1.88 5.46
Bloomberg U.S. Aggregate Bond Index 0.25 1.86 10.55 -2.20 -0.23 1.49 4.52
Calendar Year Returns (%)
Composite Gross Composite Net Bloomberg U.S. Aggregate Bond Index
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 6.17 -13.18 -0.32 11.25 10.33 -0.59 4.19 3.06 0.77 5.44
Composite Net 5.72 -13.55 -0.74 10.79 9.94 -0.93 3.83 2.76 0.46 5.12
Bloomberg U.S. Aggregate Bond Index 5.53 -13.01 -1.54 7.51 8.72 0.01 3.54 2.65 0.55 5.96

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