CFS FC W PSup-CFS Index Conservative

FSF2329AU

CFS FC W PSup-CFS Index Conservative FSF2329AU Strategy

The fund allocates 70% of investments to defensive assets to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities. 30% of the portfolio is allocated to growth assets to provide potential for capital growth. The growth assets are managed using market capitalization indices. The portfolio aims to hedge currency risk, except for a 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.

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Listed Investment Companies monthly performance: November 2024

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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).

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