CFS FC W Pen-Perennial Value Aust Share

FSF0526AU

CFS FC W Pen-Perennial Value Aust Share FSF0526AU Strategy

Perennial Value is an active value-based investment manager which invests in companies which are believed to have sustainable businesses (qualitative) and offer good value (quantitative). Detailed modelling is conducted on approximately 200 companies, comprising the major companies listed on the Australian Securities Exchange and a number of smaller and mid-cap companies. The process aims to ensure that the investment decisions are focused on buying stocks offering good value and selling stocks offering poor value.
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 Ordinaries9,287.70132.80-1.41%
CAC 408,394.32186.43-2.17%
DAX 4024,638.00646.26-2.56%
Dow JONES (US)48,904.7873.14-0.15%
FTSE 10010,780.11130.44-1.20%
HKSE25,985.12395.90-1.50%
NASDAQ22,748.8680.640.36%
Nikkei 22556,520.852,232.54-3.80%
NZX 50 Index13,620.2150.50-0.37%
S&P 5006,881.622.740.04%
S&P/ASX 2009,069.10112.60-1.23%
SSE Composite Index4,179.463.13-0.07%

Market Movers