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Manager change at Janus Henderson Global Unconstrained Bond Fund

edited February 2019 in Fund Discussions
(Sorry, didn't see Ted's post from earlier this morning)

https://www.sec.gov/Archives/edgar/data/277751/000119312519026477/d613622d497.htm

497 1 d613622d497.htm 497

Janus Investment Fund

497 1 d613622d497.htm 497
Janus Investment Fund

Janus Henderson Global Unconstrained Bond Fund

Supplement dated February 4, 2019

to Currently Effective Prospectuses

Effective March 1, 2019, William H. Gross, the Portfolio Manager for Janus Henderson Global Unconstrained Bond Fund (the “Fund”) intends to retire. In connection with Mr. Gross’ retirement, effective on or about February 15, 2019, Nick Maroutsos will become the new Portfolio Manager of the Fund, and the Fund will change its name to Janus Henderson Absolute Return Income Opportunities Fund. The Fund’s investment objective and principal investment strategies are not changing, and the name change is intended to align the Fund’s name to other Janus Henderson products managed by Mr. Maroutsos using the absolute return income investment approach.

The Fund is expected to experience increased shareholder redemptions as a result of the above changes, which may cause the Fund to sell portfolio securities at times when it would not otherwise do so. As a result, the Fund may deviate from its stated investment strategies and policies in order to meet redemption requests. Increased shareholder redemptions and efforts to realign the Fund’s portfolio to reflect Mr. Maroutsos’ investment approach may also accelerate the realization of taxable income to shareholders if such sales of investments result in gains, and will also increase transaction costs. In addition, increased shareholder redemptions would result in the Fund’s current expenses being allocated over a smaller asset base, which would lead to an increase in the Fund’s expense ratio, but will not alter the expense caps currently in place for each share class of the Fund.

Based on the above changes, effective on or about February 15, 2019, the Fund’s prospectuses are amended as follows:

1. Under “Management” in the Fund Summary section of the Fund’s prospectuses, the following paragraph replaces the corresponding paragraph in its entirety:


Portfolio Manager: Nick Maroutsos is Executive Vice President and Portfolio Manager of the Fund, which he has managed since February 2019.

2. Under “Investment Personnel — Janus Henderson Global Unconstrained Bond Fund” in the Management of the Funds section of the Fund’s prospectuses, the following information replaces the corresponding information in its entirety:


Nick Maroutsos is Executive Vice President and Portfolio Manager of the Fund, which he has managed since February 2019. Mr. Maroutsos is also Portfolio Manager of other Janus Henderson accounts. He joined Janus Capital in 2015, and is a member of the Janus Global Macro leadership team. Prior to joining Janus Capital, Mr. Maroutsos was a Founder and Managing Director of Kapstream Capital, now a Janus Henderson subsidiary. Prior to forming Kapstream Capital in 2006, Mr. Maroutsos held positions with Pacific Investment Management Company LLC from 1999 to 2005. Mr. Maroutsos holds a Bachelor of Arts in Economics from the University of California at San Diego and an MBA from the UCLA Anderson School of Management.

Effective on or about February 15, 2019, all references to William H. Gross are deleted from the Fund’s prospectuses.


Supplement dated February 4, 2019

to Currently Effective Prospectuses

Effective March 1, 2019, William H. Gross, the Portfolio Manager for Janus Henderson Global Unconstrained Bond Fund (the “Fund”) intends to retire. In connection with Mr. Gross’ retirement, effective on or about February 15, 2019, Nick Maroutsos will become the new Portfolio Manager of the Fund, and the Fund will change its name to Janus Henderson Absolute Return Income Opportunities Fund. The Fund’s investment objective and principal investment strategies are not changing, and the name change is intended to align the Fund’s name to other Janus Henderson products managed by Mr. Maroutsos using the absolute return income investment approach.

The Fund is expected to experience increased shareholder redemptions as a result of the above changes, which may cause the Fund to sell portfolio securities at times when it would not otherwise do so. As a result, the Fund may deviate from its stated investment strategies and policies in order to meet redemption requests. Increased shareholder redemptions and efforts to realign the Fund’s portfolio to reflect Mr. Maroutsos’ investment approach may also accelerate the realization of taxable income to shareholders if such sales of investments result in gains, and will also increase transaction costs. In addition, increased shareholder redemptions would result in the Fund’s current expenses being allocated over a smaller asset base, which would lead to an increase in the Fund’s expense ratio, but will not alter the expense caps currently in place for each share class of the Fund.

Based on the above changes, effective on or about February 15, 2019, the Fund’s prospectuses are amended as follows:

1. Under “Management” in the Fund Summary section of the Fund’s prospectuses, the following paragraph replaces the corresponding paragraph in its entirety:

Portfolio Manager: Nick Maroutsos is Executive Vice President and Portfolio Manager of the Fund, which he has managed since February 2019.

2. Under “Investment Personnel — Janus Henderson Global Unconstrained Bond Fund” in the Management of the Funds section of the Fund’s prospectuses, the following information replaces the corresponding information in its entirety:

Nick Maroutsos is Executive Vice President and Portfolio Manager of the Fund, which he has managed since February 2019. Mr. Maroutsos is also Portfolio Manager of other Janus Henderson accounts. He joined Janus Capital in 2015, and is a member of the Janus Global Macro leadership team. Prior to joining Janus Capital, Mr. Maroutsos was a Founder and Managing Director of Kapstream Capital, now a Janus Henderson subsidiary. Prior to forming Kapstream Capital in 2006, Mr. Maroutsos held positions with Pacific Investment Management Company LLC from 1999 to 2005. Mr. Maroutsos holds a Bachelor of Arts in Economics from the University of California at San Diego and an MBA from the UCLA Anderson School of Management.

Effective on or about February 15, 2019, all references to William H. Gross are deleted from the Fund’s prospectuses....

Comments

  • Ah, new fund name too but most likely not for the reasons Janus stated. With the name change one gets to reset the performance metrics on this all new and improved(?) fund. Good deal.
  • Sorry, a name change doesn't break the link to the old record.
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