JANA High Alpha Global Share Trust (Currency Hedged)

The JANA High Alpha Global Share Trust with Currency Hedged is a multi-manager strategy that currently consists of five concentrated portfolios, each with differing investment styles. The strategy utilises investment managers who build portfolios based on high conviction ideas. As a result, performance can deviate significantly from benchmark at times.  Currency exposure is substantially hedged.

Investment Strategy

Invests predominantly in a diversified portfolio of global shares. Currency exposure is substantially hedged.

Investment Objective

Outperform the MSCI All Country World Index (Ex Australia) Net Dividends Reinvested hedged into AUD (before fees and expenses) over rolling 5 year periods.

Indicative Trust Investment Manager Allocations

as at 30 June 2024.

  • Antipodes
    23%
  • C Worldwide
    27%
  • Alphinity
    24%
  • Longview
    20%
  • NZS Capital
    6%

Fund Features

Benchmark
MSCI All Country World Index (Ex Australia) Net Dividends Reinvested hedged into AUD
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Yearly
APIR
MLC2457AU
Factsheet - JANA High Alpha Global Share Trust (Hgd)

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.