CC JCB Dynamic Alpha A
CHN8607AU
CC JCB Dynamic Alpha A CHN8607AU 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
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,633.40 | 5.00 | 0.06% |
| CAC 40 | 7,874.66 | 75.51 | -0.95% |
| DAX 40 | 21,428.98 | 0.74 | 0.00% |
| Dow JONES (US) | 43,917.06 | 627.60 | -1.41% |
| FTSE 100 | 8,566.55 | 17.01 | -0.20% |
| HKSE | 20,789.96 | 572.70 | 2.83% |
| NASDAQ | 19,391.96 | 235.49 | -1.20% |
| Nikkei 225 | 38,798.37 | 278.28 | 0.72% |
| NZX 50 Index | 12,905.04 | 94.72 | 0.74% |
| S&P 500 | 5,931.24 | 109.29 | -1.81% |
| S&P/ASX 200 | 8,374.00 | 5.40 | -0.06% |
| SSE Composite Index | 3,250.60 | 2.03 | -0.06% |