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Janus Henderson INTECH US Core A$acc

Ranked 124 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Adrian Banner

Adrian Banner, Ph.D., is chief executive officer and chief investment officer at INTECH. Dr. Banner was named chief executive officer in November 2012 and concurrently is the firm’s chief investment officer, a position he has held since January 2012, having joined INTECH in August 2002. Dr. Banner earned his Ph.D. in mathematics from Princeton University and his M.Sc. and B.Sc., also in mathematics, from the University of New South Wales, Australia.

Vassilios Papathanakos

Vassilios Papathanakos, Ph.D., was named INTECH’s deputy chief investment officer in November 2012 and executive vice president in 2014. Before joining INTECH, Dr. Papathanakos received his Ph.D. in Physics from Princeton University in November 2006 and earned a B.S. in Physics from the University of Ioannina, Greece, in July 2001.

Joseph Runnels

Joseph Runnels, CFA, is vice president, portfolio management at INTECH. Runnels joined INTECH in June 1998 from QED Information Systems, a software development company providing portfolio management and investment accounting systems. Runnels spent six years prior to that in portfolio management for the Tennessee Consolidated Retirement System in their fixed income investment division. Runnels holds a B.S. in Business Administration from Murray State University and has earned the right to use the Chartered Financial Analyst designation. Runnels has 25 years of investment experience.

Phillip Whitman

Phillip Whitman PhD, is a portfolio manager at INTECH, based in Princeton NJ. Dr. Whitman earned his Ph.D. in Mathematics from Princeton University and received his B.S. in Mathematics from the University of Texas at Austin.

Objective

This Fund’s investment objective is long-term growth of capital. It pursues its objective by investing at least 80% of its net asset value in equities and equity related securities of US Companies whose market capitalisation is at least equal to the market capitalisation of one of the companies listed in the S&P 500® Index at the time of purchase.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/03/2018 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% 6.2%
2017 5.8% 4.6% -2.8% 0.7% 3.3%
2016 10.3% -3.6% 4.5% 0.6% 8.8%
2015 12.9% 15.6% -5.3% -5.2% 8.8%
2014 27.5% 1.7% 4.9% 9.6% 9.1%
2013 26.5% 13.7% 0.9% 1.6% 8.6%
2012 11.2% 8.2% 1.5% 4.7% -3.3%
2011 6.4% 1.1% -1.6% -8.1% 16.3%
2010 22.0% 11.3% -1.5% 0.1% 11.2%
2009 16.9% -7.9% 7.9% 9.1% 7.8%
2008 -33.8% -17.7% -1.4% 2.7% -20.6%
2007 -5.0% 1.4% 0.4% -3.5% -3.3%
2006 -1.2% 1.6% -7.9% 4.5% 1.1%
2005 26.5% 5.4% 9.3% 5.1% 4.6%
2004 7.9% 7.5% 2.9% -2.3% -0.3%
2003 1.4% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. Taiwan
  17. United Kingdom

Fund Info

  • Launch date25/04/2003
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN IE0032746863

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).