CFS FC W Pen-Thrive+ Sustainable Gwth

AIL0177AU

CFS FC W Pen-Thrive+ Sustainable Gwth AIL0177AU Strategy

The option manages to ‘sustainable investment’ criteria that encourages investment in companies with strong environment, social and governance characteristics. It seeks to avoid companies or activities that have a highly adverse effect on the environment or society. This option is governed by the Thrive+ Sustainable Investment Charter. The option allocates 80% to growth assets and 20% to defensive assets and across a number of investment managers. The portfolio aims to hedge currency risk except for 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: November 2024

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This week's chart of the week looks at the impact of fees on the success of funds.
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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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