The JANA Real Estate Trust has earned a 4-star Superior rating from SQM Research

In September 2023, the JANA Real Estate Trust (Trust) received a 4-star Superior rating from SQM Research, identifying it as a ‘High Investment Grade’ solution. The Trust seeks to provide investors with diversified exposure to high-quality property investments across commercial, industrial, retail and diversified property portfolios.

About the JANA Real Estate Trust

Open to wholesale investors, the Trust adopts a multi-manager, multi-strategy approach, adding value through a combination of active portfolio positioning and allocation between underlying sub-managers.

Investment Objective

The investment performance objective of the JANA Real Estate Trust (‘Trust’ or ‘Fund’) is to generate a return (before fees and expenses), which exceeds the Australian Consumer Price Index (CPI) plus 4% p.a. over rolling 7-year periods (the ‘Benchmark’).

Investment Strategy

The JANA Real Estate Trust invests in a range of diversified and specialised property related investment strategies. The aim of the Trust is to generate stable long-term real estate returns derived from both income and capital appreciation.

The Trust provides access to institutional grade assets with conservative gearing and good asset diversification. This compares to property syndicates which usually hold one or a few assets of lesser quality and have high gearing levels.
SQM Research
July 2023

Growth of $10,000

Source: SQM Research, JANA Real Estate Trust Report (July 2023) 

Note: Performance since inception as of March 2021. Performance is gross of Trust fees, expenses and tax. Performance figures quoted are based on returns provided by the Trustee. Performance for periods of one year or more are annualised. Past performance is not indicative of future performance. 

 

Want to know more about the JANA Real Estate Trust?

To find out more on the JANA Real Estate Trust, email your enquiry below and a member of the team will be in contact.

Contact JANA

This document is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (JANA). It is intended for use only by the addressed recipient on the basis they are a ‘wholesale client’ (as defined in the Corporations Act 2001). Interests in the trusts are issued by Channel Investment Management Limited (Trustee). JANA has been appointed by the Trustee as adviser to the Trust. Before deciding to invest in the Trust, please refer to the Information Memorandum (IM) issued by the Trustee, available from jana.com.au/janainvestmenttrusts/. An investment in the Trusts is not a deposit with and does not represent a liability of the Trustee or JANA. Where JANA relies on third parties to provide information used in this document, JANA, its directors, and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information. JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed. If you require a copy of JANA Conflict of Interest policy, please contact your JANA consultants. Except where statute liability cannot be excluded, no liability (whether arising in negligence or otherwise) is accepted by JANA, its directors or its employees for any errors or omissions, or for any losses caused to any persons acting on the information contained within this document.
 The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

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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.