JANA Core Australian Share Trust

The JANA Core Australian Share Trust invests with investment managers that selectively take active positions in stocks (against a benchmark), using a disciplined fundamental research-driven investment approach.

As at December 2016 the current trust includes:

JANA High Alpha Australian Share Trust

The JANA High Alpha Australian Share Trust invests with investment managers that are prepared to back their stock picking abilities, depart significantly from benchmark allocations and construct concentrated portfolios (typically 20 to 50 stocks). The portfolio consists of value and quality based stock pickers with fundamentally driven approaches.

As at December 2016 the current trust includes:

Please note MLC Risk Management is the currency manager for the hedged version of this trust.

 

JANA Small Caps Australian Share Trust

The JANA Small Caps Australian Share Trust invests with specialist small companies managers, that conduct in-depth fundamental research into companies at the smaller capitalisation end of the Australian equity market.

The portfolio currently consists of three investment managers, two that place a heavier emphasis on value oriented companies and have a bias toward industrials stocks, and one growth focused investment manager that holds a broader spread of industrials and resources companies.

As at December 2016 the trust includes:

JANA Passive Australian Share Trust

The JANA Passive Australian Share Trust provides a low fee, index portfolio of Australian shares.

JANA Diversified Australian Share Trust

The JANA Diversified Australian Share Trust is designed to be a complete portfolio for the Australian shares asset class, and aims to deliver growth by employing investment managers that invest and diversify across many companies and securities within that asset class.

As at September 2016 the trust includes:

JANA SRI Australian Share Trust

The JANA SRI Australian Share Trust invests in a socially responsible investment (‘SRI) manner and aims to exclude investments in companies with meaningful exposure to activities including manufacture of controversial weapons, production of alcohol and tobacco, gambling operation or manufacture and extraction of carbon intensive fossil fuels.  This investment option is designed to complement the JANA existing product suite that all incorporate environmental, social and governance (‘ESG’) factors into the investment process.

The JANA SRI Australian Share Trust  currently utilises an enhanced passive index strategy.

JANA SRI Australian Share Trust