Janus Henderson Cautious Managed I Acc

Citicode
0Z9P
Launch Date
23-07-2012
Fund Size
£690,597,226
Yield
3.80%
Ongoing Charge
0.74%
Fund Managers
Andrew Jones
David Smith
James Briggs
Benchmark: IA Mixed Investment 20-60% Shares
Investment
Janus Henderson Cautious Managed I Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to provide a return, from a combination of income and capital growth over the long term. Performance target: To outperform the 50% FTSE All Share + 50% ICE Bank of America Sterling Non Gilt Index by 1.5% per annum, before the deduction of charges, over any 5 year period.

Top 10 Holdings

Asset Class

Fund Manager

Andrew Jones

Start Date

31-07-2024

Bio

Andrew Jones is a Director of Global Equity Income and Portfolio Manager at Janus Henderson Investors responsible for a range of equity income mandates. Prior to joining Henderson in 2005 as a portfolio manager on the UK Equities Team, Andrew worked as a fund manager at Invesco Perpetual, where he started his career in 1995. Andrew graduated with a BA degree (Hons) in economics from Queens’ College, Cambridge University. He holds the Securities Institute Diploma and has 27 years of financial industry experience.

Fund Manager

David Smith

Start Date

31-07-2024

Bio

David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team. David graduated with a BSc degree (Hons) in chemistry from Bristol University. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 22 years of financial industry experience.

Fund Manager

James Briggs

Start Date

30-04-2022

Bio

James Briggs is a Corporate Credit Portfolio Manager at Janus Henderson Investors responsible for the Global Investment Grade, Sterling Investment Grade and Buy and Maintain strategies. James joined Henderson in 2005 as a credit analyst and was named a portfolio manager in 2010. Prior to this, he was a credit analyst with BlueBay Asset Management and a high-yield analyst with Invesco Asset Management. James graduated with a BA degree (Hons) in philosophy from University College London. He is a member of the Institute of Chartered Accountants in England and Wales and holds the Chartered Financial Analyst designation. He has 25 years of financial industry experience.

Data source:

All financial data is supplied by FE

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