CFS FC-Perpetual Div Real Return

FSF6963AU

CFS FC-Perpetual Div Real Return FSF6963AU Strategy

The option will invest in a diversified range of asset classes. The combination of assets held by the option at any time are those which Perpetual believe provide the greatest probability of achieving the target return over rolling 5 year periods. The option may implement a considerable amount of its exposures via derivatives and may include alternative and private market assets. Currency is managed at the option level. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.
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

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.
funds

Future Focus: Why I use managed funds

Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds

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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,694.6061.200.71%
CAC 407,906.4051.480.66%
DAX 4021,505.7077.460.36%
Dow JONES (US)44,556.04134.130.30%
FTSE 1008,570.7712.79-0.15%
HKSE20,659.34130.62-0.63%
NASDAQ19,654.02262.061.35%
Nikkei 22538,746.4451.93-0.13%
NZX 50 Index12,828.5576.49-0.59%
S&P 5006,037.8843.310.72%
S&P/ASX 2008,427.0053.000.63%
SSE Composite Index3,238.8511.75-0.36%

Market Movers