CFS FC W Pen-AB Mgd Volatility Equities
FSF0528AU
CFS FC W Pen-AB Mgd Volatility Equities FSF0528AU Strategy
The option invests mainly in Australian Securities Exchange (ASX) listed shares but may also invest in global developed market shares (maximum limit of 20%) and cash.The option implements a managed volatility equities strategy that aims to reduce volatility by identifying, and investing in, high quality listed equity securities that have reasonable valuations, high quality cash flows and relatively stable share prices. Derivatives will not be used for leveraging or gearing purposes.
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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KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,244.60 | 16.20 | -0.17% |
| CAC 40 | 8,497.17 | 18.32 | -0.22% |
| DAX 40 | 24,991.97 | 268.72 | -1.06% |
| Dow JONES (US) | 48,804.06 | 821.91 | -1.66% |
| FTSE 100 | 10,684.74 | 2.15 | -0.02% |
| HKSE | 26,527.74 | 554.17 | -2.05% |
| NASDAQ | 22,627.27 | 258.79 | -1.13% |
| Nikkei 225 | 57,320.42 | 494.72 | 0.87% |
| NZX 50 Index | 13,511.10 | 90.67 | 0.68% |
| S&P 500 | 6,837.75 | 71.76 | -1.04% |
| S&P/ASX 200 | 9,022.50 | 11.90 | -0.13% |
| SSE Composite Index | 4,129.78 | 47.71 | 1.17% |