JANA High Alpha Global Share Trust

The JANA High Alpha Global Share Trust is a multi-manager strategy that consists of a set of concentrated portfolios, each with differing investment styles. The strategy utilises investment managers who build portfolios based on high conviction ideas. As a result, performance can deviate significantly from benchmark at times.

Investment Strategy

Invests predominantly in a diversified portfolio of global shares. Currency exposure is substantially unhedged.

Investment Objective

Outperform the MSCI All Country World Index (Ex Australia) Net Dividends Reinvested expressed in AUD (before fees and expenses) over rolling 5 year periods.

Indicative Trust Investment Manager Allocations

As at 31 March 2026.

  • Alphinity Global Equity
    15%
  • Antipodes Partners Global Value
    18%
  • Arrowstreet Capital Global Equity Fund
    25%
  • JP Morgan Global Select Equity
    20%
  • Longview Partners Global Equities
    7%
  • NZS Capital Global Growth
    15%

Fund Features

Benchmark
MSCI All Country World Index (Ex Australia) Net Dividends Reinvested expressed in AUD
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Annually
APIR
MLC1460AU
Factsheet - JANA High Alpha Global Share Trust

Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au

Melbourne
18/140 William Street,
Melbourne VIC 3000
03 9602 5400
JANAadmin@jana.com.au

JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.