Australian Equities

JANA offers the following Australian Equities trusts.

JANA Core Australian Share Trust

The Core trust invests with managers that selectively take active positions in stocks (against a benchmark), using a disciplined fundamental research driven investment approach.

The current trust includes:

JANA High Alpha Australian Share Trust

The High Alpha trust invests with managers that are prepared to back their stock picking abilities, depart significantly from benchmark positions and construct concentrated portfolios (typically 20 to 50 stocks). The portfolio consists of value and quality based stock pickers with fundamental driven approaches.

The current trust includes:

JANA Small Caps Australian Share Trust

The small companies trust invests with specialist small companies invest managers, who conduct in-depth fundamental research into companies at the smaller capitalisation end of the Australian equity market

The portfolio consists of two managers with a heavier emphasis on value oriented companies and a bias toward industrials, and a growth amended manager with a broader spread of industrials and resources companies.

The trust includes:

Passive Australian Share Trust

The Passive trust provides a low fee, index fund.

JANA Diversified Australian Share Trust

This Trust is designed to be a complete portfolio for the Australian Equities asset class, and aims to deliver growth by using investment managers who invest and diversify across many companies and securities within that asset class.