JPMorgan Income S
PER3040AU
JPMorgan Income S PER3040AU Strategy
The Fund will substantially invest in the Underlying Sub-Fund. However, a small proportion of the fund's investment will be in cash. In relation to the underlying sub-fund, at least 67% of the underlying sub-fund's assets will be invested, either directly or through derivatives, in debt securities.
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
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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).
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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.
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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.
Morningstar Investment Ideas
Stocks
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- Australian ETFs
- Active Australian Equity ETFs
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Funds
- Active Australian Equity Funds
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- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,269.80 | 66.30 | -0.90% |
| CAC 40 | 7,352.13 | 19.54 | 0.27% |
| DAX 40 | 16,438.96 | 34.20 | 0.21% |
| Dow JONES (US) | 36,204.44 | 41.06 | -0.11% |
| FTSE 100 | 7,466.54 | 46.42 | -0.62% |
| HKSE | 16,327.86 | 318.19 | -1.91% |
| NASDAQ | 14,185.49 | 119.54 | -0.84% |
| Nikkei 225 | 32,775.82 | 455.45 | -1.37% |
| NZX 50 Index | 11,356.99 | 10.82 | -0.10% |
| S&P 500 | 4,569.78 | 24.85 | -0.54% |
| S&P/ASX 200 | 7,061.60 | 63.10 | -0.89% |
| SSE Composite Index | 2,972.30 | 50.62 | -1.67% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 3.23 | 0.30 | -8.50% |
| Origin Energy Ltd ORG | 8.03 | 0.17 | 2.16% |
| Telstra Group Ltd TLS | 3.78 | 0.01 | -0.26% |
| Insurance Australia Group Ltd IAG | 5.92 | 0.09 | 1.54% |
| Santos Ltd STO | 6.76 | 0.06 | -0.88% |
| Scentre Group SCG | 2.70 | 0.01 | -0.37% |
| South32 Ltd S32 | 3.06 | 0.06 | -1.92% |
| Stockland Corp Ltd SGP | 4.00 | 0.11 | -2.68% |
| Karoon Energy Ltd KAR | 1.98 | 0.03 | -1.25% |
| Allkem Ltd AKE | 8.30 | 0.34 | -3.94% |