Janus Balanced Fund Receives 10-Year Lipper Award

04/01/2015 | 09:37am

Fund Wins 10-Year Award for Mixed-Asset Target Allocation Moderate Funds Classification

Janus Capital Group, Inc. (NYSE:JNS) today announced that the Janus Balanced Fund (Class D shares) received a 2015 Lipper Fund Award for the best Mixed-Asset Target Allocation Moderate Fund for the 10-year period ended Dec. 31, 2014.

"Lipper's recognition of the Janus Balanced Fund is a testament to the tremendous partnership of Gibson Smith and Marc Pinto and their 10 years1 as co-portfolio managers on the fund," said Richard M. Weil, Chief Executive Officer of Janus Capital Group. "Janus Balanced Fund brings two of Janus' best investors together with the common goal of achieving success for clients through Janus equity and fixed income teams' deep fundamental research and the focus on delivering the best consistent risk-adjusted returns."

"Janus' fundamental fixed income and equity franchises focus on a bottom-up investment research process, which affords us a different perspective on markets. In addition, we are fortunate to have an outstanding investment team supporting us in our collaborative process," said Gibson Smith, Chief Investment Officer of Fixed Income and co-Portfolio Manager of the Janus Balanced Fund. "Our ability to leverage the bottom-up research strength across our fundamental fixed income and equity franchises allowed us to deliver on consistent risk-adjusted outcome for clients over various market cycles."

"Our goal in our 10 years as co-portfolio managers has been delivering consistency to clients and exceeding their expectations in our investment process, and we believe the Lipper Award is a validation in the way Gibson and I manage the Janus Balanced Fund," said Marc Pinto, Portfolio Manager of the Janus Balanced Fund.

The Lipper Awards honor fund management firms and individual mutual funds that excel in delivering consistently strong, risk-adjusted performance relative to their peers. Annual Lipper Awards reflect consistency of return over time. They take into account both short- and long-term, risk-adjusted performance relative to a fund's classification and look back over a variety of holding periods.

"Lipper congratulates Janus Portfolio Managers Gibson Smith and Marc Pinto for the ten-year success of the Janus Balanced Fund," said Jeff Tjornehoj, Head of Lipper Americas Research. "Creating outstanding value for investors is at the heart of Lipper's Fund Awards and Janus Balanced Fund delivered."

Janus Balanced Fund's dynamic asset allocation strategy has the flexibility to position ahead of market volatility while seeking strong risk-adjusted returns. Janus equity and fixed income analysts work side-by-side covering the global sectors, facilitating deeper analysis of a company's fundamental outlook and understanding of its strengths.


About Janus Capital Group Inc.                

Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to certain exchange-traded products under the VelocityShares brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.

At the end of December 2014, JCG managed approximately $183.1 billion in assets for shareholders, clients and institutions around the globe. Based in Denver, Colorado, JCG also has offices in London, Milan, Munich, Singapore, Hong Kong, Tokyo, Melbourne, Paris, The Hague, Zurich, Frankfurt, Dubai and Taipei.

About the Lipper Fund Awards

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell- side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com. 

For Lipper Best Individual Funds, the calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over 3, 5 or 10 years as of 12/31/14 and no other time periods. 256 Mixed-Asset Target Allocation Moderate Funds were eligible for this award for the 10-year period. Only eligible investors may purchase Class D Shares. See a prospectus for eligibility requirements and other available share classes.


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.

There is no assurance that the investment process will consistently lead to successful investing.

Past performance is no guarantee of future results. Call 877.33JANUS (52687) or visit janus.com/advisor/mutual-funds for current month-end performance.

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.


1 Gibson Smith and Marc Pinto have been Co-Portfolio Managers on the Janus Balanced Fund since May 1, 2005.


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Taylor Smith

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