A2M : $6.90
AAI : $50.67
AFI : $7.27
AGL : $10.31
AIA : $6.83
ALD : $32.71
ALL : $52.44
ALQ : $14.81
ALX : $5.13
AMC : $15.33
ANN : $26.85
ANZ : $29.36
ARG : $8.79
ASX : $63.73
AZJ : $3.61
BEN : $12.45
BHP : $41.19
BKW : $28.38
BOQ : $6.22
BRG : $27.65
BSL : $21.26
BXB : $15.07
CAR : $34.54
CBA : $132.42
CGF : $6.79
COH : $338.26
COL : $17.75
CPU : $27.24
CSL : $306.77
CWY : $2.73
EBO : $31.89
EDV : $5.35
EVN : $3.97
FLT : $21.32
FMG : $20.14
FPH : $29.37
GQG : $2.95
HUB : $47.88
HVN : $4.56
IAG : $7.14
IEL : $13.91
IFT : $9.89
IGO : $5.56
IPL : $2.87
JBH : $66.87
JHX : $52.41
LYC : $6.07
MCY : $6.20
MEZ : $5.94
MIN : $51.93
MPL : $3.85
MQG : $201.22
MTS : $3.55
NAB : $37.31
NEM : $72.61
NHC : $4.73
NST : $14.27
NWL : $22.89
NXT : $16.52
ORG : $10.52
ORI : $17.40
PLS : $2.87
PME : $135.56
PMV : $31.57
QAN : $6.02
QBE : $16.89
QUB : $3.70
REA : $195.54
REH : $26.78
RHC : $46.48
RIO : $113.10
RMD : $31.36
RWC : $4.92
S32 : $2.92
SDF : $6.36
SEK : $20.21
SFR : $8.20
SHL : $26.69
SOL : $34.70
SPK : $3.75
SQ2 : $94.16
STO : $7.67
SUN : $17.19
SVW : $37.54
TLC : $4.91
TLS : $3.85
TLX : $19.23
TNE : $19.34
TPG : $4.56
TWE : $12.24
VEA : $3.03
WBC : $28.34
WDS : $26.94
WES : $70.14
WHC : $7.76
WOR : $14.97
WOW : $34.44
WTC : $92.15
XRO : $131.20
YAL : $6.75

Asset Consulting and Investment Management for SMA Portfolios

Wealthtrac has partnered with one of Australia’s leading asset consultants, JANA, to provide a range of key investment services to our Dealer clients including extensive fund manager research, investment portfolio construction, and regular market and economic commentary.

Learn more

Having one of Australia’s largest asset consultants supporting your business is a key benefit that would not normally be available to smaller practices. It provides significant value in achieving your clients’ investment objectives across all model portfolios.

JANA is Australia’s largest investment consulting organisation and a trusted and respected partner of many of the country’s leading institutional investors. Since its inception in 1987 it has expanded its reach to over 85 institutional clients. JANA is fully management owned. Total funds under advice is over A$1.4 trillion, while Implemented Consulting clients benefit from the scale of over A$15 billion across the broader platform used for JANA clients.

Key Services JANA provides:

  • Research on a broad range of fund managers and funds
  • Regular performance analysis and meetings with investment managers
  • Monthly local and global market updates and portfolio performance reports
  • Portfolio analysis and recommendations regarding Strategic and Dynamic Asset Allocation for each portfolio
  • Regular portfolio review with recommendations for change if required

“We are excited to support Wealthtrac’s ambitious growth objectives and look forward to strong growth for their SMAs in the coming years. With the increasing focus on client solutions through managed accounts, the demand for high-quality advice and research is rising.

This partnership is a testament to our shared commitment to excellence and growth.”

Michael Karagianis
Head of Wealth Services, JANA
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