Janus Henderson Launches B-BBB CLO Exchange Traded Fund to U.S. Investors (JBBB)
January 12 2022 - 8:30AM
Business Wire
Janus Henderson Group plc (NYSE/ASX: JHG) today announced it has
launched the Janus Henderson B-BBB CLO ETF (JBBB) for U.S.
investors.
The exchange-traded fund (ETF), which is the first ETF focused
on providing exposure to B-BBB-rated Collateralized Loan
Obligations (CLOs), will be managed by Portfolio Managers John P.
Kerschner, CFA and Nick Childs, CFA. Jessica Shill will serve as
Associate Portfolio Manager. The ticker for the fund is JBBB.
The launch of JBBB follows the pioneering launch of the Janus
Henderson AAA CLO ETF (JAAA), and provides investors with
additional options to gain exposure in this highly specialized and
traditionally hard-to-access asset class.
“JBBB provides exposure to the floating rate CLO market in a
liquid, transparent manner,” said John Kerschner, Portfolio Manager
at Janus Henderson Investors. “We believe our rigorous due
diligence and portfolio construction process can provide
competitive risk-adjusted returns and low correlation to
traditional fixed income asset classes.”
The market for CLOs—structured securities collateralized
predominantly by broadly syndicated, below-investment grade
corporate loans—has grown dramatically in size and liquidity over
the last few years, as investors seek floating rate exposure. This
announcement is further demonstration of Janus Henderson’s
innovative strategy and commitment to growing its offering of
actively managed ETFs.
“The client reception for our pioneering launch of JAAA has been
strong, and investors are looking for additional tools to manage
the duration and income puzzle of the current market environment,”
said Nick Cherney, Head of Exchange Traded Products. “JBBB will
allow investors the potential to access yield while keeping
exposure to floating rates and the unique structural profile of
CLOs.”
Notes to editors
Janus Henderson Group (JHG) is a leading global active asset
manager dedicated to helping investors achieve long-term financial
goals through a broad range of investment solutions, including
equities, fixed income, quantitative equities, multi-asset and
alternative asset class strategies.
At 30 September 2021, Janus Henderson had approximately US$419
billion in assets under management, more than 2,000 employees, and
offices in 25 cities worldwide. Headquartered in London, the
company is listed on the New York Stock Exchange (NYSE) and the
Australian Securities Exchange (ASX).
Past performance is no guarantee of future results. There is no
assurance the stated objective(s) will be met.
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 call Janus Henderson at 800.668.0434 or
download the file from janushenderson.com/info. Read it carefully
before you invest or send money.
OBJECTIVE: Janus Henderson B-BBB CLO ETF (JBBB) seeks
capital preservation and current income by seeking to deliver
floating-rate exposure to collateralized loan obligations (“CLOs”)
generally rated between and inclusive of BBB+ and B-.
Investing involves risk, including the possible loss of
principal and fluctuation of value.
Collateralized Loan Obligations (CLOs) are debt
securities issued in different tranches, with varying degrees of
risk, and backed by an underlying portfolio consisting primarily of
below investment grade corporate loans. The return of principal is
not guaranteed, and prices may decline if payments are not made
timely or credit strength weakens. CLOs are subject to liquidity
risk, interest rate risk, credit risk, call risk and the risk of
default of the underlying assets.
Concentrated investments in a single sector, industry or
region will be more susceptible to factors affecting that group and
may be more volatile than less concentrated investments or the
market as a whole.
Derivatives can be more volatile and sensitive to
economic or market changes than other investments, which could
result in losses exceeding the original investment and magnified by
leverage.
Actively managed portfolios may fail to produce the
intended results. No investment strategy can ensure a profit or
eliminate the risk of loss.
Credit quality ratings are measured on a scale that generally
ranges from AAA (highest) to D (lowest). Ratings may differ by
rating agency.
Janus Henderson Investors US LLC is the investment adviser and
ALPS Distributors, Inc. is the distributor. ALPS is not affiliated
with Janus Henderson or any of its subsidiaries.
Janus Henderson is a trademark of Janus Henderson Group plc or
one of its subsidiaries. © Janus Henderson Group plc.
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Janus Henderson Investors
Media:
Sarah Johnson, Director of Corporate Communications and Media
Relations, North America +1 720-364-0708
sarah.johnson@janushenderson.com
Investor Relations:
Jim Kurtz, Co-Head Investor Relations (US) 303-336-4529
Jim.Kurtz@janushenderson.com
Melanie Horton, Co-Head Investor Relations (Non-US) +44 (0)20
7818 2905 melanie.horton@janushenderson.com
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