JANA High Alpha Global Share Trust

The JANA High Alpha Global Share Trust 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.

Investment Strategy

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

Investment Objective

Outperform the MSCI All Country 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.

  • 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 expressed in AUD
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Yearly
APIR
MLC1460AU
Factsheet - JANA High Alpha Global 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.

We use cookies

Through the use of cookies on this website we aim to improve our services and enhance users online experience with us (e.g. website statistics), and does not identify individual customers but does identify internet browser. Where we do identify you, JANA treats any use or disclosure in accordance with our Privacy Policy.
  • Functional cookies
  • Advertising
  • Social media
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.