Consultants who use first-hand knowledge to deliver first class advice.
At JANA we showcase our insights and thought leadership.
Our work is centered on achieving the best outcomes for our clients and their beneficiaries.
Our people make all the difference.
Relevant tools, forms and documents.
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.
Indicative trust allocation:
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.
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.
JANA PASSIVE AUSTRALIAN SHARE TRUST
The JANA Passive Australian Share Trust provides a low fee, index portfolio of Australian shares.
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.