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CFS FC ESup-CFS Lifestage 1995-99

FSF1389AU

CFS FC ESup-CFS Lifestage 1995-99 FSF1389AU Strategy

To invest in a diverse range of assets that are expected to provide long-term capital growth, but which may have a high level of short-to-medium-term volatility. In the very long term, the option’s exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).
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 LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common
funds

Listed Investment Companies monthly performance: February 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,899.50 38.50 0.49%
CAC 40 7,981.51 48.90 0.62%
DAX 40 17,770.02 3.79 0.02%
Dow JONES (US) 37,753.31 45.66 -0.12%
FTSE 100 7,847.99 27.63 0.35%
HKSE 16,390.46 138.62 0.85%
NASDAQ 15,683.37 181.88 -1.15%
Nikkei 225 37,982.66 20.86 0.05%
NZX 50 Index 11,791.38 83.97 -0.71%
S&P 500 5,022.21 29.20 -0.58%
S&P/ASX 200 7,643.30 37.70 0.50%
SSE Composite Index 3,082.57 11.19 0.36%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 -5.71%
Telstra Group Ltd TLS 3.69 0.01 0.14%
Pantoro Ltd PNR 0.09 0.00 3.66%
Zip Co Ltd ZIP 1.18 0.01 0.43%
The Star Entertainment Group Ltd SGR 0.43 0.01 2.41%
Renascor Resources Ltd RNU 0.11 0.01 4.76%
Imugene Ltd IMU 0.08 0.00 1.20%
Evolution Mining Ltd EVN 4.04 0.12 -2.88%
Fortescue Ltd FMG 25.23 0.23 0.92%
Pilbara Minerals Ltd PLS 3.88 0.04 0.91%