CC JCB Dynamic Alpha C
CHN0051AU
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
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Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
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Listed Investment Companies monthly performance: January 2025
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 | 8,146.30 | 91.00 | 1.13% |
| CAC 40 | 8,171.47 | 56.90 | 0.70% |
| DAX 40 | 23,288.06 | 92.64 | -0.40% |
| Dow JONES (US) | 41,964.63 | 383.32 | 0.92% |
| FTSE 100 | 8,706.66 | 1.43 | 0.02% |
| HKSE | 24,520.88 | 250.26 | -1.01% |
| NASDAQ | 17,750.79 | 246.67 | 1.41% |
| Nikkei 225 | 37,751.88 | 93.54 | -0.25% |
| NZX 50 Index | 12,078.89 | 32.96 | 0.27% |
| S&P 500 | 5,675.29 | 60.63 | 1.08% |
| S&P/ASX 200 | 7,916.00 | 87.70 | 1.12% |
| SSE Composite Index | 3,418.85 | 7.58 | -0.22% |