When simplicity meets flexibility

Proactive equity component

Targeting diverse sources of return within equities and fixed income can help to mitigate downside risk. The flexible equity allocation has helped to capture over 60% of the bullish phases of the market over time, with the equity component tactically increased or decreased to account for volatility spikes.

Seeking healthy returns does not always mean taking higher risk

In its more than 25-year history, the Balanced Fund has outperformed the average of its competitors. The dynamic asset allocation has also helped the fund deliver index-beating performance over the long term outperforming the S&P 500 Index.

Past performance does not predict future returns.
Further information on this fund, disclosures and performance information

View performance

"We actively position the portfolio based on the most attractive opportunities in the equity and bond worlds, based on evolving economic conditions".

Jeremiah Buckley, CFA,
Co-Manager of the Janus Henderson Balanced Fund

Investors are increasingly trying to make sense of outsized economic data on inflation and its implications for an ongoing economic recovery from the pandemic.

Where do interest rates go from here?

How long will the current trends of high inflation and high growth continue?

How could these challenges affect my asset allocation decisions, and which are the best solutions to tackle those problems?

For financial professionals facing these important questions, our Portfolio Construction and Strategy (PCS) Team believe that a nimble allocation of flexible, one-stop actively managed asset allocation strategies is key to avoiding analysis paralysis.

A successful allocation to a 'Balanced' fund may potentially help clients to manoeuvre through multiple economic cycles and difficult markets, although robust due diligence is necessary.

"A balanced approach may provide clients with the best of both worlds – the prospect for higher returns than bonds while reducing the potential magnitude of any significant drawdowns from equities".

Adam Hetts, CFA,
Global Head of Portfolio Construction and Strategy