Janus Henderson Strategic Bond

A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.

Overview

The Henderson Strategic Bond fund is flexible in its allocation, using a combination of top down asset allocation across fixed income sectors, geographies and credit ratings together with specific bottom up credit selection. The focus for the fund will be on UK assets but the portfolio will also hold foreign securities, almost exclusively in developed markets. The team benefits from two dedicated desk analysts while the portfolio managers themselves are also heavily involved in the security research and selection process.

 

John and Jenna are recognised as one of the oldest running strategic bond strategies in the market. We like the fund as they are macro-aware with a flexible mind-set, often having longer running or thematic investment ideas. They focus on assessing downside risk on investments to minimise losses for investors.

Fund type: Asset class: Sector:
OEIC Bonds Flexible Bonds

Fund Manager: John Pattullo and Jenna Barnard

John Pattullo is the Co-Head of Retail Fixed Income at Henderson. With around 20 years of experience investing in the credit markets, John co-manages a number of funds with Jenna Barnard. Prior to joining Henderson in 1997, John spent four years as a chartered accountant at PricewaterhouseCoopers.  John has an MA (Hons) in Economics from the University of St Andrews. He is a member of the Institute of Chartered Accountants of Scotland and an Associate Member of the Society of Investment Professionals.

Jenna Barnard is Co-Head of Retail Fixed Income, co-managing a number of funds alongside John Pattullo. Jenna joined Henderson in 2002 as a credit analyst and progressed to Credit Portfolio Manager in 2004. Prior to joining Henderson, Jenna worked as an investment analyst with Orbitex Investments.  Jenna holds a first class BA (Hons) degree in Politics, Philosophy & Economics from Oxford University. She is a CFA charterholder, and an affiliate member of UKSIP. Jenna is a Member of the Society of Technical Analysts having passed the STA Diploma exam.

Fund Group: Janus Henderson Investors

Janus Henderson Investors was formed in 2017 through the merger of the Janus Capital Group and Henderson Global Investors, creating a group with £274bn in asset under management (as of December 2017). The group has a significant presence globally, with more than 2,000 employees in offices within 27 cities worldwide. Headquartered in London, the group is dual listed on the New York Stock Exchange and Australian Securities Exchange and has expertise within every major asset class as well as a history stretching back over 80 years.