CFS FC W Pen-Pendal Sustain Balanced
FSF0557AU
CFS FC W Pen-Pendal Sustain Balanced FSF0557AU Strategy
The option is an actively managed diversified portfolio that invests in Australian and global shares, Australian and global listed property securities, Australian and global fixed interest, cash and alternatives. The option has a higher weighting towards growth assets than to defensive assets. This option may hedge a portion of its currency exposure. Derivatives may be used in managing the option. Important information on emerging markets risk is provided on page 5.
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: 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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Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,456.80 | 15.00 | -0.18% |
| CAC 40 | 7,427.12 | 3.45 | 0.05% |
| DAX 40 | 20,363.91 | 92.58 | 0.46% |
| Dow JONES (US) | 42,518.28 | 221.16 | 0.52% |
| FTSE 100 | 8,258.71 | 57.17 | 0.70% |
| HKSE | 19,286.07 | 66.29 | 0.34% |
| NASDAQ | 19,044.39 | 43.71 | -0.23% |
| Nikkei 225 | 38,444.58 | 29.72 | -0.08% |
| NZX 50 Index | 12,943.57 | 59.19 | 0.46% |
| S&P 500 | 5,842.91 | 6.69 | 0.11% |
| S&P/ASX 200 | 8,213.30 | 17.70 | -0.22% |
| SSE Composite Index | 3,227.12 | 13.82 | -0.43% |