Janus Henderson Capital Funds plc - Balanced Fund Class A5m HAUD
ISIN IE00B7GTM815 / Valor 22423270
Janus Henderson Capital Funds plc - Balanced Fund Class A5m HAUD
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General Objective
The fund aims to provide a return, from a combination of capital growth and income, while seeking to limit losses to capital. The performance target is to outperform the 'Balanced' Index (55% S&P 500 + 45% Bloomberg US Aggregate Bond) by 1.5% per annum over any 5-year period.
Fund Exposure
The fund is a Multi-Asset class fund domiciled in Ireland. It has exposure to equity, fixed income, and cash & equivalents. The top sectors in the fund include Information Technology, Financials, Health Care, and Consumer Discretionary. The fund also holds a mix of Treasuries, Credit-Investment Grade, and other fixed income securities.
Risks
The fund carries risks associated with market fluctuations, credit quality of fixed income holdings, and general economic conditions. The value of an investment in the fund can fall as well as rise, and investors may not get back the amount originally invested.
Source
https://www.janushenderson.com/en-be/advisor/product/janus-henderson-balanced-fund/
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
