Morningstar Investor users sign in here.

Milford Diversified Income (AU)

ETL1908AU

Milford Diversified Income (AU) ETL1908AU Strategy

The Fund aims to achieve its objective by investing primarily in fixed income and equity income generating securities and may use Derivatives (limited to 10% of the Gross Asset Value (GAV) of the Fund) and foreign currency hedging to achieve the desired level of market exposure.
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 7,386.70 116.90 1.61%
CAC 40 7,435.99 49.00 0.66%
DAX 40 16,656.44 123.33 0.75%
Dow JONES (US) 36,054.43 70.13 -0.19%
FTSE 100 7,515.38 25.54 0.34%
HKSE 16,463.26 135.40 0.83%
NASDAQ 14,146.71 83.20 -0.58%
Nikkei 225 33,445.90 670.08 2.04%
NZX 50 Index 11,437.84 25.65 -0.22%
S&P 500 4,549.34 17.84 -0.39%
S&P/ASX 200 7,178.40 116.80 1.65%
SSE Composite Index 2,968.93 3.36 -0.11%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.43 0.02 0.59%
Telstra Group Ltd TLS 3.85 0.01 -0.13%
Woodside Energy Group Ltd WDS 28.93 0.91 -3.05%
Evolution Mining Ltd EVN 3.59 0.02 -0.42%
Santos Ltd STO 6.66 0.13 -1.84%
Qantas Airways Ltd QAN 5.60 0.09 1.54%
South32 Ltd S32 3.11 0.01 -0.32%
BHP Group Ltd BHP 47.22 0.01 -0.02%
Stockland Corp Ltd SGP 4.17 0.02 0.48%
Scentre Group SCG 2.78 0.03 -0.89%