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.

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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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