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CC JCB Dynamic Alpha C CHN0051AU Strategy

JCB uses fundamental and technical analysis to make bond security selections and adjust duration exposures with a view to generating the optimal risk-adjusted portfolio. Futures positions and curve trades will be used to adjust duration (using technical analysis and proprietary quantitative modelling). FX hedging is also intended to add a modest portfolio stream.
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: April 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).
funds

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,112.80 38.50 0.48%
CAC 40 7,893.98 107.82 -1.35%
DAX 40 18,494.89 62.38 -0.34%
Dow JONES (US) 38,845.55 46.56 0.12%
FTSE 100 8,228.48 16.89 -0.20%
HKSE 18,366.95 109.85 -0.59%
NASDAQ 17,164.15 31.02 0.18%
Nikkei 225 39,038.16 354.23 0.92%
NZX 50 Index 11,787.57 68.99 -0.58%
S&P 500 5,355.54 8.55 0.16%
S&P/ASX 200 7,860.00 38.20 0.49%
SSE Composite Index 3,051.28 2.48 0.08%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.44 0.02 -3.30%
Austin Engineering Ltd ANG 0.53 0.01 0.95%
Core Lithium Ltd CXO 0.11 0.00 0.00%
Silver Lake Resources Ltd SLR 1.57 0.01 0.32%
Telstra Group Ltd TLS 3.56 0.01 0.28%
Imugene Ltd IMU 0.06 0.00 1.69%
Deep Yellow Ltd DYL 1.57 0.04 2.62%
Sayona Mining Ltd SYA 0.04 0.00 -2.50%
Resolute Mining Ltd RSG 0.59 0.04 7.34%
Pilbara Minerals Ltd PLS 3.65 0.11 -2.93%