Janus Henderson Capital Funds plc - Balanced Fund Class H2 USD
ISIN IE00BD860F54 / Valor 38956342
Janus Henderson Capital Funds plc - Balanced Fund Class H2 USD
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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
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