CFS Geared Growth Plus

FSF0969AU

CFS Geared Growth Plus FSF0969AU Strategy

To allocate 90% of investments to a diversified portfolio of shares, property and infrastructure securities. The portfolio is allocated across a number of leading investment managers. The portfolio will also allocate 10% to investments designed to generate additional income. The portfolio’s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

KiwiSaver Survey | September Quarter 2024

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds

New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,629.2074.800.87%
CAC 407,146.92131.31-1.80%
DAX 4018,865.45323.74-1.69%
Dow JONES (US)43,389.6055.39-0.13%
FTSE 1008,058.9450.38-0.62%
HKSE19,663.6787.060.44%
NASDAQ18,791.81111.690.60%
Nikkei 22538,414.43193.580.51%
NZX 50 Index12,816.3251.670.40%
S&P 5005,893.620.000.00%
S&P/ASX 2008,374.0073.800.89%
SSE Composite Index3,346.0122.160.67%

Market Movers