JANA Core Australian Share Trust

The JANA Core Australian Share Trust is a multi-manager portfolio consisting of complementary Australian share managers who selectively take overweight and underweight positions in stocks relative to the benchmark. The portfolio blends managers utilising different investment styles to create a diversified ‘core-style’ Australian equity portfolio with broad market coverage and low to moderate levels of risk, relative to the market.

Investment Strategy

Invests predominantly in a diversified portfolio of Australian shares. May have an exposure to non-Australian shares. Currency exposure of these shares is generally unhedged.

Investment Objective

Outperform the S&P/ASX 300 Total Return Index (before fees and expenses) over rolling 5 year periods.

Indicative Trust Investment Manager Allocations

as at 15 September 2023.

  • Macquarie
    33%
  • Solaris
    30%
  • Fidelity
    25%
  • First Sentier Investors
    12%

Fund Features

Benchmark
S&P/ASX 300 Total Return Index
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Quarterly
APIR
CHN6123AU
Factsheet - JANA Core Australian 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.