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

Short Duration

Core fund that benefits from a bottom-up, fundamentally driven investment process designed to generate risk adjusted returns and preserve capital

Overview

ABOUT THIS STRATEGY

This dynamic, short-duration bond fund seeks risk-adjusted returns and capital preservation. Our approach leverages a bottom-up, fundamentally driven investment process.

INVESTMENT APPROACH

Dynamic Core Short-Duration Bond Holding
The Fund emphasizes risk-adjusted returns and capital preservation while seeking to identify the best opportunities across fixed income sectors using a bottom-up, fundamentally driven investment process.

Integrated Research
Partnership and fluid communication between fixed income and equity analysts promote idea generation. Credit research emphasizes free cash flow generation, quality of management and security valuation.

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 the sources of risk in the portfolio at multiple levels to confirm that the portfolio is positioned as intended.

PORTFOLIO MANAGEMENT

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Performance

RETURNS (%) (As of 03/31/2024)
Composite Gross Composite Net Bloomberg 1-3 Year U.S. Government/Credit Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 1.02 1.02 5.38 0.87 2.16 1.96 4.10
Composite Net 0.88 0.88 4.80 0.32 1.60 1.44 3.55
Bloomberg 1-3 Year U.S. Government/Credit Index 0.42 0.42 3.49 0.25 1.35 1.29 3.40
RETURNS (%) (As of 04/30/2024)
Composite Gross Composite Net Bloomberg 1-3 Year U.S. Government/Credit Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross -0.21 0.51 4.49 0.54 1.94 1.87 4.07
Composite Net -0.35 0.33 3.92 -0.01 1.39 1.35 3.53
Bloomberg 1-3 Year U.S. Government/Credit Index -0.30 0.09 2.79 0.11 1.24 1.24 3.38
Calendar Year Returns (%)
Composite Gross Composite Net Bloomberg 1-3 Year U.S. Government/Credit Index
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 5.99 -4.66 0.48 5.35 4.75 1.52 1.82 2.15 0.89 1.26
Composite Net 5.41 -5.18 -0.07 4.77 4.18 0.96 1.27 1.59 0.48 1.03
Bloomberg 1-3 Year U.S. Government/Credit Index 4.61 -3.69 -0.47 3.33 4.03 1.60 0.85 1.28 0.65 0.77

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