Yarra Higher Income Fund
JBW4379AU
Yarra Higher Income Fund JBW4379AU Strategy
The Fund’s investment strategy is to invest in a multi-sector credit portfolio which blends higher risk-adjusted returns across both liquid and less liquid segments, with a strong home bias, predominantly in the Australian credit markets, hedged back to generate an Australian dollar floating rate portfolio.
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: 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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Listed Investment Companies monthly performance: November 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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This week's chart of the week looks at the impact of fees on the success of funds.
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Index | Last price | Change | % Change |
|---|---|---|---|
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| CAC 40 | 7,837.71 | 66.76 | 0.86% |
| DAX 40 | 21,259.21 | 217.21 | 1.03% |
| Dow JONES (US) | 44,131.80 | 105.99 | 0.24% |
| FTSE 100 | 8,544.46 | 3.83 | -0.04% |
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| NASDAQ | 20,029.21 | 272.43 | 1.38% |
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| NZX 50 Index | 13,037.14 | 15.76 | -0.12% |
| S&P 500 | 6,095.12 | 45.88 | 0.76% |
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| SSE Composite Index | 3,213.62 | 29.00 | -0.89% |