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Janus Henderson Diversified Growth A Acc

Ranked 280 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 : 31/03/2018 - 31/03/2019
  • Rank 280/395 Total Return
  • Rank 105/395 Standard Deviation
  • Rank 109/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
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

28/02/2019

Top 10 Holdings

Stock Size
GBP Forward Contract 30.52%
Deutsche Managed Sterling Platinum 12.63%
iShares $ Corporate Bond UCITS ETF 4.91%
Vanguard S&P 500 UCITS ETF USD 4.27%
Janus Henderson HF Total Return Bond Z2 HGBP 4.18%
iShares $ TIPS 0-5 UCITS ETF USD 4.06%
iShares J.P. Morgan $ Emer Mkts Bd UCITS ETF 3.94%
iSharesEdgeMSCI World Minimum Volatility UCITS ETF 3.81%
United Kingdom 1.875% 22-Nov-2022 3.69%
AXA US Short Duration High Yield Bond ZI Acc Gross 3.40%
28/02/2019

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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The fund group's co-head of multi-asset is concerned about how Scottish voters have been treated as 'second class citizens' during the election campaign.

Henderson closes Japan fund in latest streamline

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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).