Janus Henderson Capital Funds plc - Balanced Fund Class A8m USD
ISIN IE000A07QDI8 / Valor 15709404
Janus Henderson Capital Funds plc - Balanced Fund Class A8m USD
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Janus Henderson Balanced Fund holds a mix of equities and bonds, investing 35–65% of its assets in shares (mainly US companies) and 35–65% in bonds of any credit quality, with up to 35% allowed in high‑yield (non‑investment grade) bonds and loans mostly issued by US companies or the US government. The portfolio can also include non‑US stocks and bonds, cash and money‑market instruments, and the manager may use derivatives to manage risk, improve efficiency, or seek extra capital or income. It’s actively managed with the 55% S&P 500 / 45% Bloomberg US Aggregate Bond index as a performance reference and aims to deliver a combination of capital growth and income while trying to limit losses, targeting 1.5% p.a. outperformance over five‑year periods.
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