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
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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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Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,002.60 | 100.80 | -1.24% |
| CAC 40 | 8,003.67 | 61.76 | 0.78% |
| DAX 40 | 22,484.61 | 155.84 | 0.70% |
| Dow JONES (US) | 41,433.48 | 478.23 | -1.14% |
| FTSE 100 | 8,512.80 | 16.81 | 0.20% |
| HKSE | 23,600.31 | 181.83 | -0.76% |
| NASDAQ | 17,436.10 | 32.22 | -0.18% |
| Nikkei 225 | 36,819.09 | 25.98 | 0.07% |
| NZX 50 Index | 12,249.55 | 161.42 | -1.30% |
| S&P 500 | 5,572.07 | 42.49 | -0.76% |
| S&P/ASX 200 | 7,786.20 | 103.90 | -1.32% |
| SSE Composite Index | 3,371.92 | 7.90 | -0.23% |