JANA Select Exclusions Global Share Trust (Currency Hedged)

The JANA Select Exclusions Global Share Trust with Currency Hedged aims to exclude shares in companies with meaningful involvement in certain activities (as determined by JANA), utilising an active benchmark relative management strategy. Currency exposure is substantially hedged.

For further information in relation to the process to manage the exclusions and how they operate, please see the Information Memorandum.

Investment Strategy

Invests predominantly in a diversified portfolio of global shares. Currency exposure is substantially hedged. Aims to exclude shares in companies with meaningful involvement in activities (determined by JANA) including, but not limited to:

  • manufacture of controversial weapons
  • production of alcohol
  • production and/or distribution of tobacco
  • adult entertainment
  • gambling operation or manufacture
  • thermal coal power generation and extraction
  • nuclear power generation
  • oil sands extraction, oil and gas production
  • palm oil producers
  • companies that do not adhere to UN Global Compact principles
  • predatory lending operators.

Investment Objective

Outperform the MSCI All Country World Index 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.

  • Robeco
    50%
  • Alphinity
    30%
  • Longview
    20%

Fund Features

Benchmark
MSCI All Country World Index Net Dividends Reinvested hedged into AUD
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Yearly
APIR
CHN4397AU
Factsheet - JANA Select Exclusions Global Share Trust (Currency Hedged)

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.