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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.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: October 2023

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).
funds

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,253.10 83.00 -1.13%
CAC 40 7,332.59 13.56 -0.18%
DAX 40 16,404.76 7.24 0.04%
Dow JONES (US) 36,204.44 41.06 -0.11%
FTSE 100 7,512.96 16.39 -0.22%
HKSE 16,351.82 294.23 -1.77%
NASDAQ 14,185.49 119.54 -0.84%
Nikkei 225 32,782.14 449.13 -1.35%
NZX 50 Index 11,358.97 8.84 -0.08%
S&P 500 4,569.78 24.85 -0.54%
S&P/ASX 200 7,045.10 79.60 -1.12%
SSE Composite Index 3,000.23 22.69 -0.75%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.31 0.22 -6.23%
Origin Energy Ltd ORG 8.04 0.18 2.29%
Telstra Group Ltd TLS 3.77 0.03 -0.66%
Insurance Australia Group Ltd IAG 5.94 0.11 1.80%
Santos Ltd STO 6.74 0.08 -1.17%
South32 Ltd S32 3.05 0.07 -2.24%
Karoon Energy Ltd KAR 1.96 0.04 -2.00%
Perseus Mining Ltd PRU 1.92 0.11 -5.54%
Aurizon Holdings Ltd AZJ 3.61 0.01 -0.14%
Scentre Group SCG 2.70 0.01 -0.37%