MANAGED SOLUTIONS

The rise in popularity

At Janus Henderson, we understand that allocating time and resource can be challenging for adviser businesses. Following the Retail Distribution Review, we have seen a significant increase in the use of managed investment solutions. These can provide support for the investment management of your proposition and help with the regulatory requirements of managing money on a day-to-day basis. Crucially, this gives you more time to spend with your clients.

THE ADVICE PROCESS

Where managed solutions fits in

Janus Henderson has the resource and expertise to manage investments on your behalf, allowing you to focus more of your energies on other parts of your client proposition. Based on our market analysis, the diagram below shows a typical advice process.
The segments in red are interactions with clients – where in the eyes of many clients, advisers can add most value. The grey segments require significant time and dedicated expertise; this is where tasks such as research, asset allocation and the associated risk management take place.

Fact find

Assess ATR

Asset allocation

Fund selection, manager selection

Ongoing balancing

Service

OUR SOLUTIONS RANGE

Meeting the needs of your clients and businesses

We listen carefully to what financial advisers tell us about their challenges and needs. It’s why we believe we are perfectly positioned to provide managed solutions. Our expertise spans all of the major asset classes and we can point to powerful experience and track records. Our managed solutions are split into three areas of specialism:

Paul O'Connor
Four lower cost multi-asset portfolios, with monthly income available, which are expertly managed by Janus Henderson’s highly-regarded UK-based Multi-Asset team to defined risk (volatility) targets provided by Distribution Technology – a leading risk-profiling firm. The Janus Henderson Core Multi-Asset Solutions range has the advantage of providing greater risk diversification than investing in funds that are restricted to specific asset classes, countries or regions.
Stephen Payne
The fund aims to provide income and long-term capital growth by investing in a combination of company shares and a range of bonds in any country. Paying income quarterly, the fund is one of the most popular products of its kind in the UK.
Paul O'Connor
A range of portfolios run as a team strategy by the highly-regarded Janus Henderson's UK-based Multi-Asset team. These portfolios are risk-rated and have varying investment aims, including income and growth options. The funds invest in UK and overseas markets selected by the Multi-Asset team.

Compare our solutions

Investment approach

Active asset allocation and fund selection

Active asset allocation and stock picking

Active asset allocation and fund selection

Invests in a range of funds, including active and passive

Invests directly in straightforward blend of equities, bonds and cash

Invests in active, best of breed funds

Risk profiled

Risk-targeted

Risk-rated

Risk-rated

Income and growth

Income

Income paid out or reinvested

Income and growth options

Frequency of income

3 funds pay monthly and 1 fund pays quarterly

Quarterly

Yearly, half-yearly and quarterly payment available

Fund management

Multi-Asset team

Stephen Payne, Chris Burvill, John Pattullo and Jenna Barnard

Multi-Asset team

OUR CAPABILITIES

Finding the right provider of managed solutions

We have been providing active management for 80 years and cover a number of asset classes. This gives you and your clients quality and reassurance that you would expect.

Breadth of offering

We offer a range of funds to meet the requirements of a wide range of client needs and our solutions can cope with a variety of risk appetites and fee levels. Importantly, we have income and growth options to deal with all manner of client goals.

Multi-asset expertise

Unlike some asset management groups, we have access to skilled investment teams across all asset classes. Our teams are experienced in fund selection and asset allocation – they actively manage portfolios and deliver the required blend of risk and return.

Risk controls

We provide robust risk controls and communicate clearly to advisers and clients where products sit on the risk spectrum.

Service and support

We have the framework in place to meet the necessary regulatory and client reporting requirements. From the outset we deliver a high standard of service.

INVESTMENT TEAM


Janus Henderson Core Multi-Asset Solutions range

The Janus Henderson UK-based Multi-Asset Team is one of the largest and most experienced in the UK, with more than £4.4bn in assets under management at 30 September 2017. The team, headed by Paul O’Connor, are responsible for managing portfolios comprised of different asset classes. This is achieved through investment in third party funds and investment vehicles, Janus Henderson funds and, in some cases, direct holdings.

Over the years, the 9-strong team have honed their skills in following asset classes, using a combination of proprietary models that digest and interpret market, economic and technical data. This is then overlaid with their own qualitative views on the markets and their assessment of funds and fund managers.

Janus Henderson Cautious Managed Fund

Co-managers Stephen Payne and Chris Burvill maintain primary responsibility for running the fund, with John Pattullo and Jenna Barnard supporting on the fixed income side.

Equity income specialist Stephen Payne, who joined the team as co-manager in July 2016, oversees strategic asset allocation and is ultimately responsible for investment decisions. Co-manager Chris Burvill launched the Janus Henderson Cautious Managed Fund in 2003* and has managed mixed asset funds since 1993.

*The Gartmore Cautious Managed Fund was renamed in 2011, following Henderson’s acquisition of the Gartmore Group in 2011.

Janus Henderson Multi-Manager Funds

The Janus Henderson UK-based Multi-Asset Team is one of the largest and most experienced in the UK, with more than £4.4bn in assets under management at 30 September 2017. The team, headed by Paul O’Connor, are responsible for managing portfolios comprised of different asset classes. This is achieved through investment in third party funds and investment vehicles, Janus Henderson funds and, in some cases, direct holdings.

Over the years, the 9-strong team have honed their skills in following asset classes, using a combination of proprietary models that digest and interpret market, economic and technical data. This is then overlaid with their own qualitative views on the markets and their assessment of funds and fund managers.

CONTACT US



General contacts

OEICs and Unit Trusts

By phone

General enquiries: 0800 832 832
If calling from abroad: +44 1268 443 914

Broker enquiries: 0800 082 2345
If calling from abroad: +44 1268 448 649

Dealing line: 0845 608 8703
If calling from abroad: +44 1268 443 940

By email

 support@janushenderson.com

By post

Janus Henderson Investors
PO Box 9023
Chelmsford
CM99 2WB




By fax

0845 144 0101

If faxing from abroad: +44 1268 441 480

SICAVs

RBC Investor Services
14, Porte de France
L-4360 Esch-sur-Alzette
Grand Duchy of Luxembourg

Tel: +352 2605 9601
Fax: +352 2460 9937

 csjanushenderson@rbc.com

Investment Trusts

To find out more, or invest, contact a member of our investment trust sales team.

Mike Wilson

Head of Investment Trust Sales

0207 818 6825

mike.wilson@janushenderson.com

Trevor Sayce

Investment Trust Sales Manager

0207 818 2368

trevor.sayce@janushenderson.com

Sarah Gibbons-Cook

Investment Trust Investor Relations and PR Manager

0207 818 3198

sarah.gibbons-cook@janushenderson.com

Sales team

Head of UK Retail

Simon Hillenbrand

Head of UK Retail

Email: simon.hillenbrand@janushenderson.com

 

Discretionary Sales Team

Paul Dagger

Associate Director

South West | Channel Islands | Republic of Ireland

07785 560 126

paul.dagger@janushenderson.com

Supported by Robert Willson

Matt Frost

Associate Director

London

07946 182 038

matthew.frost@janushenderson.com

Supported by Owen May

Mark Hutson

Associate Director

Northern England | Scotland | Northern Ireland

07769 977 960

mark.hutson@janushenderson.com

Supported by Alexia Kazolides

Ben Tucker

Associate Director

London

T:0207 818 2601, M:07899 893 863

ben.tucker@janushenderson.com

Supported by Owen May

Richard Turner

Associate Director

Midlands | East Anglia

07515 596 988

richard.turner@janushenderson.com

Supported by David Firth

Matthew Nesbit

Associate Director

London

T:0207 818 3529, M:07786 512 804

matthew.nesbit@janushenderson.com

Supported by Owen May

UK Advisory Team

Sam Mettrick

Head of UK Advisory Sales

07771 556 547

sam.mettrick@janushenderson.com

Supported by Alexia Kazolides

Matthew Cheek

Associate Director

South East

07917 080 361

matthew.cheek@janushenderson.com

Maria Mealing

Associate Director

Nationals & Networks and UK Platforms

07770 855 628

maria.mealing@janushenderson.com

Supported by Alexia Kazolides

Derek Bryden

Associate Director

Northern England, Scotland & Northern Ireland

07714 415 412

derek.bryden@janushenderson.com

Supported by David Firth

David Watts

Associate Director

London

07714 415 245

david.watts@janushenderson.com

Paul Dagger

Associate Director

South West | Channel Islands | Republic of Ireland

07785 560 126

paul.dagger@janushenderson.com

Supported by Robert Willson

Richard Turner

Associate Director

Midlands | East Anglia

07515 596 988

richard.turner@janushenderson.com

Supported by David Firth

Matthew Evans

Head of Sales Consultants

South West | Channel Islands | Republic of Ireland

0207 818 6421

matthew.evans@janushenderson.com

Joseph Terry

Office Based Sales Consultant

London & South East

0207 818 5724

joseph.terry@janushenderson.com

David Firth

Office Based Sales Consultant

Midlands & East Anglia

0207 818 6341

david.firth@janushenderson.com

Lucy Ring

Office Based Sales Consultant

Northern England, Scotland & Northern Ireland

0207 818 4294

lucy.ring@janushenderson.com

 

Investment Trusts

To find out more, or invest, contact a member of our investment trust sales team.

Mike Wilson

Head of Investment Trust Sales

0207 818 6825

mike.wilson@janushenderson.com

Trevor Sayce

Investment Trust Sales Manager

0207 818 2368

trevor.sayce@janushenderson.com

Sarah Gibbons-Cook

Investment Trust Investor Relations and PR Manager

0207 818 3198

sarah.gibbons-cook@janushenderson.com

Global Partners

Sam Mettrick

Head of UK Advisory Sales

0207 818 6197

sam.mettrick@janushenderson.com

Toby Cole

Head of UK Sales Desk

0207 818 6345

toby.cole@janushenderson.com

Jack Driscoll-Slack

Global Partnerships Marketing Manager

Partnerships

0207 818 3662

Jack.DriscollSlack@janushenderson.com

Global offices

EMEA

London

Janus Henderson Investors
201 Bishopsgate
London
EC2M 3AE
United Kingdom

Tel: +44 (0)20 7818 1818
Fax: +44 (0)20 7818 1819

Amsterdam

Janus Henderson Investors
Roemer Visscherstraat 43-45
3rd floor
1054 EW Amsterdam
The Netherlands

Tel: +31 20 675 0146
Fax: +31 20 675 7197

Belgium

Janus Henderson Investors
Roemer Visscherstraat 43-45
3rd floor
1054 EW Amsterdam
The Netherlands

Tel: +31 20 675 0146
Fax: +31 20 675 7197

Dubai

Janus Henderson Investors
Office 42, Level 15
The Gate Building
Dubai International Financial Centre
Dubai
United Arab Emirates

Tel: +9714 401 9565
Fax: +9714 401 9564

Edinburgh

Janus Henderson Investors
7th Floor, Atria One
144 Morrison Street
Edinburgh
EH3 8EX
United Kingdom

Tel: +44 (0)20 7818 1818
Fax: +44 (0)20 7818 1819

Frankfurt

Janus Henderson Investors
Tower 185, 25th floor
Friedrich-Ebert-Anlage 35-37
60327 Frankfurt am Main
Germany

Tel: +49 69 86003 0
Fax: +49 69 86003 355

Jersey

Janus Henderson Investors
201 Bishopsgate
London
EC2M 3AE
United Kingdom

Tel: +44 (0)20 7818 1818
Fax: +44 (0)20 7818 1819

Luxembourg

Janus Henderson Investors
Confiserie Namur, 3rd Floor
2 Rue de Bitbourg, L-1273
Luxembourg

Tel: +352 26 19 21 24
Fax: +352 26 89 35 35

Madrid

Janus Henderson Investors
Paseo De La Castellana 95
Edificio Torre Europa Planta 10
28046 Madrid

Tel: +34 91 562 6172
Fax: +34 91 562 6225

Milan

Janus Henderson Investors
Via Dante 14
2nd floor
20121 Milano
Italy

Tel: +39 02 72 14 731
Fax: +39 02 72 14 7350

Nordics

Janus Henderson Investors
201 Bishopsgate
London
EC2M 3AE
United Kingdom

Tel: +44 20 7818 4397
Fax: +44 20 7818 5690

Paris

Janus Henderson Investors
32, rue des Mathurins
1st Floor,
75008 Paris
France

Tel: +33 (0) 1 53 05 41 30
Fax: +33 (0) 1 44 51 94 22

Portugal

Janus Henderson Investors
201 Bishopsgate
London, EC2M 3AE

Tel: +44 207 818 3725
Fax: +44 20 7818 7111

Zurich

Janus Henderson Investors
IRF Communications – Markus Germann

Tel: +41 43 244 81 58
Email:markus.germann@irfcom.ch

Asia Pacific

Beijing

Janus Henderson Investors
Office 2401-15, China World Office 2
No. 1 Jianguomenwai Avenue
Chaoyang District
Beijing
China 100004

Tel: +86 10 59298647
Fax: +86 10 5929 8699

Brisbane

Janus Henderson Investors
Level 18, Riverside Centre
123 Eagle Street
Brisbane QLD 4000

Tel: +61 (0)7 3112 2684
Fax: +61 (0)2 8298 4001

Hong Kong

Janus Henderson Investors
Suites 1911-15
One International Finance Centre
1 Harbour View Street
Central
Hong Kong

Tel: (852) 3121-7000

Melbourne

Janus Henderson Investors
Level 30
101 Collins Street
VIC 3000
Melbourne

Tel: +61 (0)2 8298 4000
Fax: +61 (0)2 8298 4001

Singapore

Janus Henderson Investors
#34-03/04
138 Market Street, CapitaGreen
Singapore 048946

Tel: +65 6813 1000
Fax: +65 6221 0039

Sydney

Janus Henderson Investors
Level 36, Grosvenor Place
225 George Street
Sydney NSW 2000

Tel: +61 (0)2 8298 4000
Fax: +61 (0)2 8298 4001

Taipei

Janus Henderson Investors
Suite 45 A-1, Taipei 101 Tower No. 7, Sec. 5, Xin Yi Road
Xin Yin District,
Taipei Taiwan, R.O.C. (110)
Taipei

T: (886) 2 8101-1001

Tokyo

Janus Henderson Investors
Marunouchi Kitaguchi Building 27F
6-5, Marunouchi 1-chome
Tokyo 100-0005
Japan

Tel: +81 3 5219 8000
Fax: +81 3 5219 8001

Tokyo

Janus Henderson Investors
Meiji Yasuda Life Building 11F,
2-1-1, Marunouchi, Chiyoda-ku,
Tokyo 100-0005
Japan

North and South America

[##Contact-Chicago]

Janus Henderson Investors
311 S. Wacker Drive
Suite 6000
Chicago, IL 60606
USA

Tel: +1 312 397 1122
Fax: +1 312 397 1494

Denver

Janus Henderson Investors
151 Detroit Street
Denver, CO 80206
USA

Tel: +1 800 624 5906
+1 303 336 4000

Newport Beach

Janus Henderson Investors
520 Newport Center Drive
Suite 1420
Newport Beach, CA 92660
USA

Philadelphia

Janus Henderson Investors
1735 Market Street
Philadelphia, PA 19103
USA

San Francisco

Janus Henderson Investors
750 Battery Street, Suite 420
San Francisco, CA 94111
USA

LatAm

Janus Henderson Investors
201 Bishopsgate
London
EC2M 3AE
United Kingdom

Tel: +44 (0)20 7818 1818
Fax: +44 (0)20 7818 1819

Head office

Janus Henderson Investors
201 Bishopsgate
London
EC2M 3AE
United Kingdom

Tel: +44 (0)20 7818 1818
Fax: +44 (0)20 7818 1819




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