JANA Moderate Trust
MLC4466AU
JANA Moderate Trust MLC4466AU Strategy
The Trust is diversified within asset classes, across asset classes and across investment managers. The broad asset allocation is 70% to growth assets and 30% to defensive assets, but the asset allocation can deviate from this over time.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
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Listed Investment Companies monthly performance: January 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,117.10 | 40.60 | -0.44% |
| CAC 40 | 8,167.73 | 63.89 | 0.79% |
| DAX 40 | 24,205.36 | 414.71 | 1.74% |
| Dow JONES (US) | 48,739.41 | 238.14 | 0.49% |
| FTSE 100 | 10,567.65 | 83.52 | 0.80% |
| HKSE | 25,249.48 | 518.60 | -2.01% |
| NASDAQ | 22,807.48 | 290.79 | 1.29% |
| Nikkei 225 | 54,245.54 | 2,033.51 | -3.61% |
| NZX 50 Index | 13,577.50 | 46.38 | 0.34% |
| S&P 500 | 6,869.50 | 52.87 | 0.78% |
| S&P/ASX 200 | 8,901.20 | 35.80 | -0.40% |
| SSE Composite Index | 4,082.47 | 40.20 | -0.98% |