Sydney
9/255 George Street,
Sydney NSW 2000
02 9221 4066
JANAadmin@jana.com.au
The JANA Short-Maturity Diversified Debt Trust is a multi-manager, short-maturity portfolio consisting of investment managers that specialise in managing sovereign bonds and credit securities, and who seek to add value from multiple sources utilising country selection, yield curve positioning, credit analysis, sector allocation and stock selection.
Invests predominantly in a diversified portfolio of short maturity Australian and international debt securities. Currency exposure is substantially hedged into AUD.
Outperform the benchmark (before fees and expenses) over rolling 3 year periods. The benchmark is comprised of 50% Bloomberg AusBond Composite 0-3 Yr Index and 50% Bloomberg Barclays Global Aggregate 1-3 Yr Index (Hedged into AUD).
as at 04 July 2024.
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
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