Janus Henderson Diversified Growth A Acc

Ranked 264 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To achieve long term capital growth with some potential for income returns with lower than equity market volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.0% -2.6% 2.0% 1.0% -5.4%
2017 6.3% 2.2% 0.5% 0.9% 2.6%
2016 7.8% 0.4% 2.1% 3.8% 1.3%
2015 0.5% 4.6% -2.2% -3.4% 1.7%
2014 2.7% 0.4% 1.2% 0.8% 0.4%
2013 8.2% 6.3% -1.8% 1.4% 2.4%
2012 4.3% 2.2% -1.9% 2.3% 1.8%
2011 -5.3% -0.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 27.70%
Deutsche Managed Sterling Platinum 10.16%
iShares $ Corporate Bond UCITS ETF 5.01%
Janus Henderson HF Total Return Bond Z2 HGBP 4.20%
Vanguard S&P 500 UCITS ETF USD 4.19%
iShares $ TIPS 0-5 UCITS ETF USD 4.12%
iShares J.P. Morgan $ Emer Mkts Bd UCITS ETF 4.01%
iSharesEdgeMSCI World Minimum Volatility UCITS ETF 3.75%
United Kingdom 1.875% 22-Nov-2022 3.73%
Janus Henderson Emerging Markets R USD Acc 3.71%
31/01/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/2011
  • Share Class size212Mn
  • Base currencyGBP
  • ISIN GB00B3PJPM93

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).