Bringing you live news and features since 2006 

Dick Weil, Chief Executive Officer, Janus Capital Group

Perkins and Janus launch income-focused balanced strategy


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.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by