CFS FC W PSup-CFS Wellington Glb Sml Co
FSF0629AU
CFS FC W PSup-CFS Wellington Glb Sml Co FSF0629AU Strategy
To invest in a diversified portfolio of predominantly smaller listed global shares, ex Australia. The investments are managed by a dedicated US small cap manager and team of global industry analysts which seek to provide a portfolio that is broadly diversified across issuers, countries and industries. The portfolio 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: July 2025
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 Ordinaries | 9,094.10 | 12.40 | 0.14% |
| CAC 40 | 7,854.61 | 67.63 | 0.87% |
| DAX 40 | 23,674.53 | 315.35 | 1.35% |
| Dow JONES (US) | 46,142.42 | 124.10 | 0.27% |
| FTSE 100 | 9,228.11 | 19.74 | 0.21% |
| HKSE | 26,535.35 | 9.50 | -0.04% |
| NASDAQ | 22,470.72 | 209.40 | 0.94% |
| Nikkei 225 | 45,183.78 | 119.65 | -0.26% |
| NZX 50 Index | 13,231.66 | 111.63 | 0.85% |
| S&P 500 | 6,631.96 | 31.61 | 0.48% |
| S&P/ASX 200 | 8,806.60 | 14.40 | 0.16% |
| SSE Composite Index | 3,837.01 | 5.35 | 0.14% |