When simplicity meets flexibility

Janus Henderson Balanced Fund
Flexible, Defensive, Dynamic

★★★★★

Morningstar rating as of 30 June 2022.
Past performance does not predict future returns.

Further information on this fund, disclosures and performance information

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For 30 years, the Balanced strategy has offered a simple and optimal mix of stocks and bonds designed to capture the best opportunities across market cycles.

Strength

The advantage of a combination of stocks and bonds

The Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position in anticipation of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products where asset allocation is constrained by static targets, the Balanced Fund can actively pivot between an equity weighting of 35% to 65% depending on market conditions.

The fund is designed to:

Offer a dynamic blend of mainly US stocks and bonds

Offer a dynamic blend of mainly US stocks and bonds

Adapt to all market conditions

Adapt to all market conditions

Limit volatility relative to the stock market

Limit volatility relative to the stock market

Jeremiah Buckley

"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

Why Balanced Fund
Performance
A Balanced Approach
Meet the Team & Documents

Insights

Insights

How do you fit a balanced fund into a balanced portfolio?

Introducing the potential benefits of balanced fund(s) to investors’ portfolios.

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An Altered Investment Backdrop for U.S. Growth Equities

Understanding what an altered investment environment means for U.S. growth equities.

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Beyond the noise: just another rollercoaster

Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.

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How can we help?

Whenever you need to, there are many ways to contact us.