JANA Small Caps Australian Share Trust

The JANA Small Caps Australian Share Trust is a multi-manager portfolio consisting of specialist Australian share managers who invest predominantly in companies that are ranked outside of the top 100 Australian listed companies by market capitalisation.

Investment Strategy

Invests predominantly in a diversified portfolio of Australian small cap shares. Utilises investment managers who build portfolios based on high conviction ideas. May have an exposure to non-Australian shares. Currency exposure of these shares is generally unhedged.

Investment Objective

Outperform the S&P/ASX Small Ordinaries Total Return Index (before fees and expenses) over rolling 5 year periods.

Indicative Trust Investment Manager Allocations

as at 15 September 2023.

  • Paradice
    50%
  • First Sentier Investors
    25%
  • Spheria
    25%

Fund Features

Benchmark
S&P/ASX Small Ordinaries Total Return Index
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Quarterly
APIR
CHN0336AU

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.