JANA High Alpha Australian Share Trust

The JANA High Alpha Australian Share Trust is a multi-manager portfolio consisting of Australian share managers with broad cap exposures. The Trust invests with investment managers who are prepared to back their stock picking abilities and depart significantly from benchmark allocations. As a result, performance may at times deviate significantly from benchmark.

Investment Strategy

Invests predominantly in a diversified portfolio of Australian shares. Utilises investment managers who build portfolios based on high conviction ideas. 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.

  • Cooper
    38%
  • Firetrail
    30%
  • Wavestone
    12%
  • Ubique
    20%

Fund Features

Benchmark
S&P/ASX 300 Total Return Index
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Quarterly
APIR
MLC3634AU
Factsheet - JANA High Alpha 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.