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
Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
Listed Investment Companies monthly performance: January 2026
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 | 9,354.70 | 65.80 | -0.70% |
| CAC 40 | 8,394.32 | 186.43 | -2.17% |
| DAX 40 | 24,638.00 | 646.26 | -2.56% |
| Dow JONES (US) | 48,904.78 | 73.14 | -0.15% |
| FTSE 100 | 10,780.11 | 130.44 | -1.20% |
| HKSE | 26,059.85 | 321.17 | -1.22% |
| NASDAQ | 22,748.86 | 80.64 | 0.36% |
| Nikkei 225 | 57,594.21 | 1,159.18 | -1.97% |
| NZX 50 Index | 13,645.62 | 25.09 | -0.18% |
| S&P 500 | 6,881.62 | 2.74 | 0.04% |
| S&P/ASX 200 | 9,129.20 | 52.50 | -0.57% |
| SSE Composite Index | 4,182.59 | 19.71 | 0.47% |