CFS FC Inv-CFS Conservative
FSF0223AU
CFS FC Inv-CFS Conservative FSF0223AU Strategy
To allocate 70% of investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 30% of the portfolio is allocated to growth assets, such as shares, property and infrastructure securities, to provide the potential for capital growth. 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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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,683.40 | 50.00 | 0.58% |
| CAC 40 | 7,879.93 | 26.47 | -0.33% |
| DAX 40 | 21,552.15 | 46.45 | 0.22% |
| Dow JONES (US) | 44,623.59 | 67.55 | 0.15% |
| FTSE 100 | 8,617.15 | 46.38 | 0.54% |
| HKSE | 20,597.09 | 192.87 | -0.93% |
| NASDAQ | 19,590.68 | 63.34 | -0.32% |
| Nikkei 225 | 38,831.48 | 33.11 | 0.09% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,034.08 | 3.80 | -0.06% |
| S&P/ASX 200 | 8,416.90 | 42.90 | 0.51% |
| SSE Composite Index | 3,229.49 | 21.11 | -0.65% |