CFS FC W TTR-FSI TTR Aus Small Companies
FSF7336AU
CFS FC W TTR-FSI TTR Aus Small Companies FSF7336AU Strategy
The option’s strategy is to favour companies with sustainable competitive advantages, strong financials, quality management and predictable earnings. By investing in these companies the option aims to deliver superior returns over the long term. The option predominantly invests in Australian companies and therefore does not hedge currency risk.
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: September 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
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,467.30 | 13.40 | 0.16% |
| CAC 40 | 7,497.54 | 5.74 | -0.08% |
| DAX 40 | 19,463.59 | 20.59 | 0.11% |
| Dow JONES (US) | 42,114.40 | 259.96 | -0.61% |
| FTSE 100 | 8,248.84 | 20.54 | -0.25% |
| HKSE | 20,590.15 | 100.53 | 0.49% |
| NASDAQ | 18,518.61 | 103.12 | 0.56% |
| Nikkei 225 | 37,913.92 | 229.37 | -0.60% |
| NZX 50 Index | 12,771.61 | 42.46 | -0.33% |
| S&P 500 | 5,808.12 | 1.74 | -0.03% |
| S&P/ASX 200 | 8,211.30 | 5.00 | 0.06% |
| SSE Composite Index | 3,299.70 | 19.44 | 0.59% |