Multi-Sector Credit

Leverages active sector allocation to potentially deliver higher returns than traditional core plus portfolios without a substantial increase in volatility.

Overview

ABOUT THIS STRATEGY

The strategy invests in both core and plus sectors of the fixed income market seeking to generate higher returns than traditional core plus portfolios without a substantial increase in volatility or risk. We believe that active sector allocation, combined with rigorous, bottom-up analysis can navigate the two key risks of the fixed income markets: interest rates and credit spreads.

INVESTMENT APPROACH

Emphasis on Low Correlations and Capital Preservation
Leveraging a diverse set of return drivers, the strategy has historically provided clients with what they expect from fixed income – capital preservation and low correlation to equities.

Potential to Outperform With Attractive Risk Profile
Seeks to generate higher returns than traditional core plus portfolios without a substantial increase in volatility or risk.

Sophisticated Risk Management
Our proprietary fixed income portfolio and risk-management system, Quantum Global, is integrated into the investment process at each step. We identify and measure sources of risk in the portfolio at multiple levels to confirm that the portfolio is positioned as intended.

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

Seth Meyer, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2004.

John Kerschner, CFA

Head of U.S. Securitized Products | Portfolio Manager

Industry since 1990. Joined Firm in 2010.

John Lloyd

Co-Head of Global Credit Research | Portfolio Manager

Industry since 1998. Joined Firm in 2005.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net Bloomberg Barclays U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR Since Inception
(04/01/2014)
Composite Gross 9.81 -2.42 1.61 4.57 5.15 5.11
Composite Net 9.69 -2.64 1.15 4.11 4.68 4.64
Bloomberg Barclays U.S. Aggregate Bond Index 2.90 6.14 8.74 5.32 4.30 4.07
RETURNS (%) (As of 08/31/2020)
Composite Gross Composite Net Bloomberg Barclays U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR Since Inception
(04/01/2014)
Composite Gross 6.79 1.75 3.73 5.52 5.99 5.66
Composite Net 6.67 1.45 3.27 5.04 5.51 5.19
Bloomberg Barclays U.S. Aggregate Bond Index 1.31 6.85 6.47 5.09 4.33 4.07

Documents

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