JANA Multi-Sector Credit Trust

The JANA Multi-Sector Credit Trust is a multi-manager, primarily non-investment grade, portfolio which seeks to provide access to the large global credit universe. The underlying managers have flexible mandates that will allow them to invest in a wide range of credit sectors. Non-investment grade credit offers investors attractive returns and is a relatively inefficient market, which JANA believe skilled investment managers are able to exploit.

Investment Strategy

Invests predominantly in a diversified portfolio of sub-investment grade debt securities. Currency exposure is substantially hedged into AUD. The portfolio may include:

  • High yield bonds
  • Bank loans
  • Emerging market debt
  • Collateralised debt obligations
  • Corporate bonds
  • Government securities.

Investment Objective

Outperform the benchmark (before fees and expenses) over rolling 5 year periods. The benchmark is 25% BofA ICE Global Corporate Index (hedged into AUD), 50% BofA ICE Global High Yield Index (hedged into AUD), and 25% CS Leveraged Loan Index (hedged into AUD).

Indicative Trust Investment Manager Allocations

as at 15 September 2023.

  • Shenkman
    55%
  • Muzinich
    43%
  • Antares
    2%

Fund Features

Benchmark
25% BofA ICE Global Corporate Index (hedged into AUD), 50% BofA ICE Global High Yield Index (hedged into AUD), and 25% CS Leveraged Loan Index (hedged into AUD)
Pricing Frequency
Monthly
Distribution Frequency
Quarterly
APIR
CHN6464AU

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.