CFS FC W TTR-Perpetual TTR Balanced Gr

FSF7275AU

CFS FC W TTR-Perpetual TTR Balanced Gr FSF7275AU Strategy

Perpetual invests in a diverse mix of assets focusing on Australian and global shares. Tactical asset allocation strategies may be applied, involving adjusting its exposure to asset classes within the allocation ranges. Currency is managed at the Option level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Foreign currency exposure is limited to 50% of the gross asset value of the option.
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).
funds

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 Ordinaries8,458.9012.90-0.15%
CAC 407,423.6715.030.20%
DAX 4020,271.33138.480.69%
Dow JONES (US)42,518.28221.160.52%
FTSE 1008,201.5422.65-0.28%
HKSE19,264.4644.680.23%
NASDAQ19,044.3943.71-0.23%
Nikkei 22538,492.8118.510.05%
NZX 50 Index12,943.5759.190.46%
S&P 5005,842.916.690.11%
S&P/ASX 2008,214.8016.20-0.20%
SSE Composite Index3,232.987.96-0.25%

Market Movers