CFS FC-Epoch GESY

FSF0966AU

CFS FC-Epoch GESY FSF0966AU Strategy

The option pursues attractive total returns with an above average level of income by investing in a diversified portfolio of global companies with strong and growing free cash flow. Companies in the portfolio possess managements that focus on creating value for shareholders through consistent and rational capital allocation policies. The portfolio generally holds between 90 and 120 stocks from equity markets worldwide with risk controls to diversify sources of shareholder yield and minimise volatility. The option 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

Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.
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).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,039.8082.70-0.91%
CAC 407,869.6951.470.66%
DAX 4023,655.09295.911.27%
Dow JONES (US)46,242.99224.670.49%
FTSE 1009,241.8846.220.50%
HKSE26,663.80225.290.85%
NASDAQ22,506.31244.981.10%
Nikkei 22545,321.95419.680.93%
NZX 50 Index13,120.03114.86-0.87%
S&P 5006,649.6049.250.75%
S&P/ASX 2008,754.8093.70-1.06%
SSE Composite Index3,864.8111.53-0.30%

Market Movers