JANA Diversified Fixed Income Trust

The JANA Diversified Fixed Income Trust has a benchmark of 50/50 Australian and global bonds. It includes investment managers that specialise in managing sovereign bonds and credit securities, which allows JANA to tilt to these sectors as opportunities present.

Indicative trust allocation:

JANA Cash Trust

The JANA Cash Trust is a single manager enhanced cash portfolio. It has exposure primarily to a diversified range of short-term ‘cash’ securities issued, guaranteed, supported or secured by governments, banks, companies or entities with an investment grade rating by a recognised rating agency.

JANA All-Maturity Diversified Debt Trust

The JANA All-Maturity Diversified Debt Trust is designed to provide a complete portfolio for the fixed interest asset class, and aims to deliver returns by retaining investment managers that invest and diversify across many issuers and securities within that asset class. It invests in Australian and international nominal bonds, Australian inflation linked bonds and extended credit.

This trust is now closed to new applications.

 

JANA Short-Maturity Diversified Debt Trust

The JANA Short-Maturity Diversified Debt Trust is designed to provide a complete portfolio for the fixed interest asset class but with less interest rate risk, and aims to deliver returns by retaining investment managers that invest and diversify across many issuers and securities within that asset class. It invests in Australian and international nominal bonds, Australian inflation linked bonds and extended credit.

Indicative trust allocation: