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Relevant tools, forms and documents.
JANA ENHANCED INDEX GLOBAL SHARE TRUST (CURRENCY HEDGED AND UNHEDGED)
The JANA Global Enhanced Index Share Trust invests with investment managers that selectively take many small active positions against a market benchmark. The current investment managers include three active quantitative managers that each bring a differentiated approach to the portfolio.
Indicative trust allocation:
Please note State Street is the currency manager for the hedged version of this trust.
JANA HIGH ALPHA GLOBAL SHARE TRUST (CURRENCY HEDGED AND UNHEDGED)
The JANA High Alpha Global 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 50 to 80 stocks) that are expected to exhibit a relatively high level of performance differentials relative to the benchmark Index.
Please note MLC Risk Management is the currency manager for this trust.
JANA EMERGING MARKETS SHARE TRUST
The JANA Emerging Markets Share Trust is a portfolio currently consisting of three complementary emerging market managers. The outcome is a well-diversified portfolio of emerging markets stocks that will vary meaningfully from the benchmark.
JANA PASSIVE GLOBAL SHARE TRUST (CURRENCY HEDGED AND UNHEDGED)
The JANA Passive Global Share Trust provides a low fee, index portfolio of global shares.
Please note National Australia Bank is the currency manager for the hedged version of this trust.
JANA SRI GLOBAL SHARE TRUST (CURRENCY HEDGED AND UNHEDGED)
The JANA SRI Global 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 Global Share Trust currently utilises an enhanced passive index strategy