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Western Asset Cnsrv Inc X

JPM0100AU

Western Asset Cnsrv Inc X JPM0100AU Strategy

The investment process focuses on identifying relative value opportunities in duration management and yield enhancement. Duration management focuses on anticipating movement in interest rates and is based on expectations for monetary policy. Yield enhancement focuses on identifying securities that offer attractive yield characteristics. The aim is to ensure that securities held are highly liquid and produce consistent investment returns.
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: June 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).
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Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
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Listed Investment Companies monthly performance: May 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 8,153.40 59.10 0.73%
CAC 40 7,517.68 90.66 1.22%
DAX 40 18,417.55 118.83 0.65%
Dow JONES (US) 40,589.34 654.27 1.64%
FTSE 100 8,285.71 99.36 1.21%
HKSE 17,021.31 16.34 0.10%
NASDAQ 17,357.88 176.16 1.03%
Nikkei 225 37,667.41 202.10 -0.53%
NZX 50 Index 12,349.47 46.80 -0.38%
S&P 500 5,459.10 59.88 1.11%
S&P/ASX 200 7,921.30 60.10 0.76%
SSE Composite Index 2,890.90 4.16 0.14%

Market Movers

Name
Last price
Change
% Change
Bellevue Gold Ltd BGL 1.44 0.40 -21.58%
Argosy Minerals Ltd AGY 0.05 0.01 41.18%
Red 5 Ltd RED 0.38 0.02 -5.06%
Pilbara Minerals Ltd PLS 2.98 0.11 3.83%
Droneshield Ltd DRO 1.40 0.09 -6.04%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Core Lithium Ltd CXO 0.10 0.01 6.59%
Zip Co Ltd ZIP 1.78 0.04 -1.93%
South32 Ltd S32 2.98 0.07 2.41%
Telstra Group Ltd TLS 3.85 0.01 0.26%