CFS FC W Pen-Platinum International
FSF0576AU
CFS FC W Pen-Platinum International FSF0576AU Strategy
The option invests in a diversified portfolio comprising 30-70 Australian shares that aim to grow their dividends and deliver capital growth. The option has a strong emphasis on tax effectiveness, focusing on franked income, off-market share buy backs and minimising share turnover to keep net realised gains low. As an intrinsic value manager, the portfolio managers select stocks that represent good value with a focus on income-generating assets. The option is managed primarily on the basis of expected grossed up dividend yields.
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: January 2025
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Hyperion Asset Management named Fund Manager of the Year
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Index | Last price | Change | % Change |
|---|---|---|---|
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| DAX 40 | 22,567.14 | 109.27 | -0.48% |
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| NZX 50 Index | 12,266.25 | 57.20 | 0.47% |
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| SSE Composite Index | 3,418.05 | 59.32 | 1.77% |