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Dick Weil, Chief Executive Officer, Janus Capital Group

Perkins and Janus launch income-focused balanced strategy

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Janus Capital Group and Perkins Investment Management have launched the Perkins Value Plus Income Fund.

The fund will strive to provide investors current income with the potential for additional capital appreciation by investing in a combination of equity securities and credit-oriented fixed income securities.

"This fund leverages the strengths of the Perkins team and the Janus fixed income team, seeking to deliver stable income while balancing capital appreciation and preservation," says Dick Weil (pictured), chief executive of Janus Capital Group. "Our clients are increasingly focused on protecting their purchasing power over the long-term, and we believe this new Perkins Value Plus Income Fund may be an ideal choice to consider."

The fund will typically invest 50 per cent of its assets in equity securities using the Perkins’ methodology with an additional screen for income and 50 per cent of its assets in credit-oriented fixed income securities, including high-yield and preferred securities. However, the portfolio has the flexibility to adjust this mix in response to changing economic and market conditions.

Perkins will be responsible for the day-to-day management of the equity allocation and Janus will be responsible for the day-to-day management of the fixed income allocation.

Jeff Kautz and Ted Thome of Perkins will serve as the equity portfolio managers. Janus’ Gibson Smith and Darrell Watters will co-manage the fixed income portfolio.

The benchmark for the equity allocation will be Russell 1000 Value, the benchmark for the fixed income allocation will be Barclays Capital US Aggregate Bond and the blended benchmark will be 50 per cent Russell 1000 Value and 50 per cent Barclays Capital US Aggregate Bond.

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