MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide an income with the potential for capital growth over the long term. Performance target: To outperform the JP Morgan Global Government Bond Ex UK Index by 1% per annum, before the deduction of charges, over any 5 year period. The Fund invests at least 80% of its assets in overseas (non-UK) bonds of any quality, including high yield (non-investment grade) bonds, issued by governments, public authorities and international organisations. The Fund is actively managed with reference to the JP Morgan Global Government Bond Ex UK Index, which is broadly representative of the bonds in which it may invest, as this forms the basis of the Fund’s performance target. The investment manager has discretion to choose investments for the Fund with weightings different to the index or not in the index. As an additional means of assessing the performance of the Fund, the IA Global Bonds sector average, which is based on a peer group of broadly similar funds, may also provide a useful comparator.

Fund Managers

Chris Diaz

Chris Diaz is Co-Head of Global Bonds at Janus Henderson Investors, a position he has held since 2018. Previously, he was head of global aggregate from 2015. He also serves as a Portfolio Manager on the Global Multi-Sector Fixed Income, Global Total Return Bond and Global ex UK Government Bond strategies. Prior to joining Janus in 2011, he was head of the global rates group at ING Investment Management, where he was in charge of global macro strategies across combined third-party and proprietary businesses and oversaw the fixed income trading desk responsible for global interest rate products and currencies. He also served as senior portfolio manager, global interest strategy at ING, where he co-managed a global bond fund and was a quantitative research analyst. Chris began his career at SunTrust Equitable Securities Corp. in 1997 working as a fixed income portfolio analyst until 1999. Chris received his bachelor of science degree in finance from the University of South Carolina and earned an MBA with a concentration in finance from Emory University, Goizueta Business School. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.

Andrew Mulliner

Andrew Mulliner is Head of Global Aggregate Strategies and co-manages the Global Multi-Sector Fixed Income, Global Total Return Bond and Global ex UK Government Bond strategies at Janus Henderson Investors. Andrew joined Henderson in 2007 as an investment assistant and later became an assistant portfolio manager. Prior to this, he worked at Old Mutual plc as a junior financial analyst. Andrew has a BSc degree in psychology from the University of Nottingham. He holds the Chartered Financial Analyst designation and has 14 years of financial industry experience.

Nick Maroutsos

Nick Maroutsos is Head of Global Bonds at Janus Henderson Investors. He is also a Portfolio Manager responsible for co-managing the Absolute Return Income, Absolute Return Income Plus, Global Multi-Sector Fixed Income and Global ex-UK Government Bond strategies. Additionally, Mr. Maroutsos is a founder and Managing Director of Kapstream Capital. Prior to forming Kapstream in 2006, he was with PIMCO from 1999 to 2005. From 2002 to 2005, Mr. Maroutsos was vice president at PIMCO in Australia, where he worked with key clients and managed the development and launch of new strategies for the Australian market. From 2001 to 2003, he was a senior portfolio analyst on the global trading team managing the global fixed income portfolios and firm-wide global strategies. This entailed analyzing fixed income markets, the strategic implementation of all global portfolios, and portfolio construction. Mr. Maroutsos joined PIMCO’s Newport Beach, California, office in 1999. He is a sought-after expert on the global bond market and is a key speaker at industry forums and conferences. Mr. Maroutsos and his colleagues have received numerous industry accolades and recognition. Mr. Maroutsos received a bachelor of arts degree in economics from the University of California – San Diego and an MBA from the University of California – Los Angeles, Anderson School of Management. He has 21 years of financial industry experience.