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OA-UBS Diversified Fixed Income

MMF1810AU

OA-UBS Diversified Fixed Income MMF1810AU Strategy

The strategy is managed by employing both top-down macroeconomic research and bottom-up security specific analysis to build a portfolio with the core defensive characteristics of the fixed interest asset class. Whilst the Fund seeks to be fully hedged to Australian dollars, we may invest in strategic foreign currency exposures that will not exceed 10% of the total portfolio.
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

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,862.30 147.10 -1.84%
CAC 40 7,932.61 112.50 -1.40%
DAX 40 17,766.23 260.35 -1.44%
Dow JONES (US) 37,798.97 63.86 0.17%
FTSE 100 7,820.36 145.17 -1.82%
HKSE 16,248.97 351.49 -2.12%
NASDAQ 15,865.25 19.77 -0.12%
Nikkei 225 38,471.20 761.60 -1.94%
NZX 50 Index 11,804.84 111.94 -0.94%
S&P 500 5,051.41 10.41 -0.21%
S&P/ASX 200 7,612.50 140.00 -1.81%
SSE Composite Index 3,007.07 50.31 -1.65%

Market Movers

Name
Last price
Change
% Change
The Star Entertainment Group Ltd SGR 0.42 0.07 -14.43%
Sayona Mining Ltd SYA 0.04 0.00 -7.89%
Imugene Ltd IMU 0.08 0.01 -8.79%
Telstra Group Ltd TLS 3.68 0.03 -0.81%
Zip Co Ltd ZIP 1.19 0.15 -10.90%
South32 Ltd S32 3.28 0.16 -4.65%
Resolute Mining Ltd RSG 0.43 0.06 -12.24%
Peninsula Energy Ltd PEN 0.10 0.01 -6.67%
Pilbara Minerals Ltd PLS 3.85 0.05 -1.28%
Piedmont Lithium Inc PLL 0.22 0.07 -22.81%