JANA Alternatives Trust

The JANA Alternatives Trust is a multi-manager portfolio designed to incorporate investments that have diversified return drivers to equities and bonds. The Trust holds several underlying investment strategies that generate their returns via access to non-traditional market return drivers and strategies that rely on manager skill.

Investment Strategy

The Trust provide exposure to relatively liquid strategies which focus on a range of relative value and directional investment strategies, where return outcomes are more dependent on manager skill than market beta. In addition, investments could include emerging asset classes. The Trust will aim to generate returns that are not dependent on equity or bond market performance.

Investment Objective

Outperform the Bloomberg AusBond Bank Bill Index plus 3% p.a. (after fees and expenses) over rolling 3 year periods. In addition to the return objective, the Trust will seek to provide low correlation and low to moderate volatility relative to equity markets (referable to the MSCI World Index Hedged into AUD).

Indicative Trust Investment Manager Allocations

as at 15 September 2023.

  • Janus Henderson
    18%
  • JANA Cash Trust
    17%
  • Alliance Bernstein
    21%
  • Renaissance Re
    21%
  • Graham Capital Management
    15%
  • Renaissance Technologies
    8%

Fund Features

Benchmark
Bloomberg AusBond Bank Bill Index plus 3% p.a.
Pricing Frequency
Monthly
Distribution Frequency
Yearly
APIR
CHN2721AU

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.