JANA Select Exclusions Australian Share Trust

The JANA SRI Australian Share Trust aims to exclude shares in companies with meaningful involvement in certain activities (as determined by JANA), utilising an active benchmark relative strategy.

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

Investment Strategy

The Trust invests predominantly in a diversified portfolio of Australian shares, and 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

The Trust may have an exposure to non-Australian shares, and currency exposure of these shares is generally unhedged.

Investment Objective

Outperform the S&P/ASX 300 Total Return Index (before fees and expenses) over rolling 5 year periods.

Indicative Trust Investment Manager Allocations

as at 31 August 2023

  • Alphinity
    50%
  • Solaris
    50%

Fund Features

Benchmark
S&P/ASX 300 Total Return Index
Pricing Frequency
Will generally have a daily unit price
Distribution Frequency
Quarterly
APIR
CHN5219AU

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.