JANA Enhanced Index Global Share Trust

The JANA Global Enhanced Index Share Trust is a multi-manager portfolio which seeks to provide modest alpha generation potential, delivered with commensurate levels of risk.

Investment Strategy

Invests predominantly in a diversified portfolio of global shares, utilising an enhanced passive index strategy. Currency exposure is substantially unhedged.

Investment Objective

Outperform the MSCI 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 15 September 2023.

  • Robeco
    37.5%
  • Schroders
    32.5%
  • Vinva
    30%

Fund Features

Benchmark
MSCI World Index (Ex Australia) Net Dividends Reinvested expressed in AUD
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Yearly
APIR
CHN5471AU

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.