When simplicity meets flexibility

Responsive equity component

The fund’s dynamic approach provides the flexibility to defensively position through periods of market volatility, to support the aim of delivering strong risk-adjusted returns. Targeting diverse sources of return within equities and fixed income can help mitigate downside risk. In particular, thanks to the equity allocation that can reactively vary between 35% and 65%,  the fund has managed to capture over 60% of the bullish phases  of the market over time.

High returns do not always mean higher risks

Offering high returns does not always imply higher risks for the investor. In its more than 25-year history, Janus Henderson Balanced Fund has outperformed the average of its competitors. The funds dynamic asset allocation approach has helped the Fund deliver index-beating performance over the long term and has historically delivered when it has counted – on the downside. In addition, from 1999 to 2020, the fund outperformed the S&P 500 Index while experiencing significantly less volatility than the U.S. equity market.

Further information on this fund, disclosures and performance information on

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"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