Janus Henderson Investors has been recognized for strong,
risk-adjusted performance with two Refinitiv Lipper Fund Awards.
The annual awards are granted to funds and fund management firms
for consistently strong risk-adjusted three-, five-, and ten-year
performance relative to their peers.
This year’s winning U.S. funds were the Janus Henderson Balanced
Fund (NYSE: JABNX) and the Janus Henderson European Focus Fund
(NYSE: HFERX).
The Janus Henderson Balanced Fund, which also won a Lipper award
in 2021, won for the five-year period in the Mixed-Asset Target
Allocation Moderate Funds category. The fund pairs large-cap growth
equities with an active intermediate-term bond strategy to seek
long-term capital growth, consistent with preservation of capital
and balanced by current income. The fund was launched in 1992 and
is currently managed by Portfolio Managers Jeremiah Buckley,
Michael Keough, and Greg Wilensky.
The Janus Henderson European Focus Fund won for the three-year
period in the European Region Funds category. HFERX is a regional
equity fund that seeks to achieve long-term capital appreciation
through investment in European companies. The portfolio manager
applies a high-conviction, style-agnostic approach, driven by
fundamentals and bottom-up investing. The fund was launched in 2001
and is managed by Portfolio Manager Robert Schramm-Fuchs.
These awards demonstrate a track record that underscores the
firm’s mission of helping clients define and achieve superior
financial outcomes through differentiated insights, disciplined
investments, and world-class service.
George Maris, Head of Equities – Americas, at Janus Henderson
Investors, said: “It is an honor for our strategies to be
recognized for strong performance following a challenging year.
These awards highlight the value active managers provide to our
clients’ portfolios. We appreciate the clients who made these
awards possible by trusting us to deliver strong risk-adjusted
returns over the years.”
Robert Jenkins, Head of Research, Lipper, Refinitiv, said: “The
2023 Refinitiv Lipper Fund Awards recognize those award-winning
managers who navigated their shareholders through the impacts of a
global pandemic and then the perfect storm of economic shocks
leading to generational inflation pressure and global central bank
interventions.
“Prospects for potential recessionary forces taking hold and
subdued returns across most major asset classes in 2023, highlights
the need for adept stewardship of one’s investments. Fund managers
will need to guide their investors through these challenging times
and position them favorably for the eventual recovery.
“We applaud the 2023 Refinitiv Lipper Fund Award winners such as
Janus Henderson for delivering outperformance and the accompanying
comfort of consistency to investors’ portfolios through a
cross-current of global economic disruptions.”
For more information about Janus Henderson funds, please visit
https://www.janushenderson.com/en-us/investor/product/.
Notes to editors
About Janus Henderson
Janus Henderson Group is a leading global active asset manager
dedicated to helping clients define and achieve superior financial
outcomes through differentiated insights, disciplined investments,
and world-class service.
As of December 31, 2022, Janus Henderson had approximately
US$287 billion in assets under management, more than 2,000
employees, and offices in 24 cities worldwide. Headquartered in
London, the company is listed on the NYSE and the ASX.
About Refinitiv Lipper Fund Awards:
For more than 30 years and in over 17 countries worldwide, the
highly-respected Refinitiv Lipper Awards have honoured funds and
fund management firms that have excelled in providing consistently
strong risk-adjusted performance relative to their peers and focus
the investment world on top-funds. The merit of the winners is
based on entirely objective, quantitative criteria. This coupled
with the unmatched depth of fund data, results in a unique level of
prestige and ensures the award has lasting value. Renowned fund
data and proprietary methodology is the foundation of this
prestigious award qualification, recognizing excellence in fund
management. Find out more at www.lipperfundawards.com.
The Refinitiv Lipper Fund Awards, granted annually, highlight
funds and fund companies that have excelled in delivering
consistently strong risk-adjusted performance relative to their
peers. The Refinitiv Lipper Fund Awards are based on the Lipper
Leader for Consistent Return rating, which is a risk-adjusted
performance measure calculated over 36, 60 and 120 months. The fund
with the highest Lipper Leader for Consistent Return (Effective
Return) value in each eligible classification wins the Refinitiv
Lipper Fund Award. For more information, see lipperfundawards.com.
Although Refinitiv Lipper makes reasonable efforts to ensure the
accuracy and reliability of the data contained herein, the accuracy
is not guaranteed by Refinitiv Lipper.
The Janus Henderson European Focus Fund (Class N shares) was
evaluated among 17 European Region Funds for the 3-year period
ending 11/30/22. The Janus Henderson Balanced Fund (Class N shares)
we evaluated among 125 Mixed-Asset Target Allocation Moderate Funds
for the 3-year period ending 11/30/22.
The Janus Henderson Balanced Fund (Class D and N shares)
received the award in 2021 where it was evaluated among 125 and 123
U.S. Mixed-Asset Target Allocation Moderate Funds for the 3- and-5-
year periods respectively, ending November 30, 2020.
Only eligible investors may purchase Class N shares. See a
prospectus for eligibility requirements and other available share
classes. Other share classes may have different performance
characteristics.
The merit of the winners is based on objective, quantitative
criteria. The influential and prestigious Refinitiv Lipper Fund
Awards are based on our Lipper Leaders Rating for Consistent
Return. Individual classifications of three, five, and 10-year
periods, as well as fund families with high average scores for the
three-year period, are also recognized. The awards are based on
Refinitiv Lipper’s proven proprietary methodology, which can be
viewed here. The Refinitiv Lipper Fund Awards do not constitute and
are not intended to constitute investment advice or an offer to
sell or the solicitation of an offer to buy any security of any
entity in any jurisdiction. Refinitiv Lipper Fund Awards
designations are for information purposes only. Refinitiv Lipper is
not responsible for the accuracy, reliability or completeness of
the information obtained to calculate the awards. Consequently,
Refinitiv Lipper will not be liable for any loss or damage
resulting from information obtained from Lipper or any of its
affiliates. Past performance is not a guarantee of future results.
Recipients should not make an investment decision based on this
information.
Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All rights
reserved. Used under license.
About Refinitiv Lipper
With a track record of over 50 years of independent content,
Refinitiv Lipper was the first to develop fund classifications that
place funds in their respective peer group.
Refinitiv Lipper data covers more than 360,000+ share classes in
over 80 countries. The Lipper Leader ratings are available for
mutual funds registered for sale in 47 markets.
Refinitiv Lipper provides independent insight on global
collective investments, including mutual funds, retirement funds,
hedge funds and fund fees and expenses. Refinitiv Lipper offers
premium-quality data, fund ratings, analytical tools and global
commentary through specialized product offerings. Trusted by
investment professionals for 50 years, Refinitiv Lipper provides
unparalleled expertise and insight to the funds industry.
About Refinitiv
Refinitiv, an LSEG (London Stock Exchange Group) business, is
one of the world’s largest providers of financial markets data and
infrastructure. Refinitiv is powering participants across the
global financial marketplace. We provide information, insights, and
technology that enable customers to execute critical investing,
trading and risk decisions with confidence. By combining a unique
open platform with best-in-class data and expertise, we connect
people with choice and opportunity – driving performance,
innovation and growth for our customers and partners. For more
information visit: www.refinitiv.com.
Please consider the charges, risks, expenses and investment
objectives carefully before investing. For a prospectus or, if
available, a summary prospectus containing this and other
information, please contact your investment professional or
download the file from janus.com/info. Read it carefully before you
invest or send money.
Mutual fund investing involves market risk; principal
loss is possible. Equity and fixed income securities are subject to
various risks including, but not limited to, market risk, credit
risk and interest rate risk. Foreign securities are subject to
additional risks including currency fluctuations, political and
economic uncertainty, increased volatility, lower liquidity and
differing financial and information reporting standards, all of
which are magnified in emerging markets.
Past performance is no guarantee of future results. Call
800.668.0434 or visit janushenderson.com/performance for current
month-end performance.
There is no assurance that the investment process will
consistently lead to successful investing.
Mutual funds distributed by Janus Henderson Distributors US LLC.
Janus Henderson Group is the ultimate parent of Janus Henderson
Distributors US LLC.
This press release is solely for the use of members of the
media and should not be relied upon by personal investors,
financial advisors or institutional investors. We may record
telephone calls for our mutual protection, to improve customer
service and for regulatory record keeping purposes. All opinions
and estimates in this information are subject to change without
notice
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Relations and Corporate Communications, US +1 720-364-0708
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Jim.Kurtz@janushenderson.com
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