Janus Henderson flagship fixed interest fund marks 10-year milestone

From

Jay Sivapalan

Janus Henderson’s flagship Tactical Income Fund (Fund), one of Australia’s most highly regarded defensive income strategies for investors, has marked its 10-year milestone.

Since inception in June 2009, the Fund has returned 5.25% p.a. (net of fees) compared to the Benchmark[1] return of 4.48% p.a. over the same period[2]. Established just after the Global Financial Crisis, the actively managed Fund aims to provide investors with a more flexible approach to the management of defensive assets.

With fixed interest central to investment portfolios of many Australian retirees, the Fund has navigated a challenging local bond market, exhibiting a stable return profile with a focus on capital preservation. Of the 31 negative monthly returns experienced in the Australian bond market over the last decade, the Fund has delivered positive monthly returns on 27 occasions.

Jay Sivapalan, Co-Head of Australian Fixed Interest, said: “In today’s complex and low return environment, an active investment management approach is crucial to ensure investors secure the best possible returns.

“Over the last decade, we have consistently delivered on the objectives crafted in 2009. The Fund’s nimble design enables tactical decisions on asset allocation, allowing us to respond favourably to changing market conditions.”

Matt Gaden, Head of Australia, added: “The Tactical Income Fund has been one of Janus Henderson’s most well supported funds, particularly with retail investors looking for reliable, risk-adjusted returns. The Fund continues to be a stand out investment option in the Australian fixed interest sector.

“Congratulations to the Australian Fixed Interest team for reaching this impressive milestone.”

The Fund is available to investors with a minimum investment of $25,000. The award-winning Australian Fixed Interest Team of eight manages in excess of $13 billion (as at 30 June 2019).

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[1] Bloomberg AusBond Bank Bill Index and Bloomberg AusBond Composite 0+ Yr Index (equally weighted)
[2] As at 30 June 2019

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