CFS FC W Pen-Acadian Glb Mgd Vol Eqty
FSF1400AU
CFS FC W Pen-Acadian Glb Mgd Vol Eqty FSF1400AU Strategy
The option’s investment strategy is based on building a diversified equity portfolio that aims to provide returns similar to those of the Global equity market but with lower absolute volatility than the Global market over the full market cycle. The option aims to exploit the ‘low volatility anomaly’, the historical pattern in which higher volatility stocks have underperformed lower volatility stocks on a risk adjusted basis. The initial consideration is overall portfolio risk; in addition to the Acadian alpha model. The option is unhedged.
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
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Listed Investment Companies monthly performance: March 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).
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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.
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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
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Funds
- Active Australian Equity Funds
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- Active Global Equity Funds
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- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
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- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,817.40 | 81.50 | -1.03% |
| CAC 40 | 8,022.41 | 0.85 | -0.01% |
| DAX 40 | 17,737.36 | 100.04 | -0.56% |
| Dow JONES (US) | 37,840.62 | 65.24 | 0.17% |
| FTSE 100 | 7,895.85 | 18.80 | 0.24% |
| HKSE | 16,224.14 | 161.73 | -0.99% |
| NASDAQ | 15,335.97 | 265.53 | -1.70% |
| Nikkei 225 | 37,068.35 | 1,011.35 | -2.66% |
| NZX 50 Index | 11,796.21 | 39.83 | -0.34% |
| S&P 500 | 4,970.59 | 40.53 | -0.81% |
| S&P/ASX 200 | 7,567.30 | 74.80 | -0.98% |
| SSE Composite Index | 3,065.26 | 8.96 | -0.29% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Imugene Ltd IMU | 0.07 | 0.01 | -8.97% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | -2.94% |
| Australian Vanadium Ltd AVL | 0.02 | 0.00 | -6.25% |
| Pantoro Ltd PNR | 0.09 | 0.00 | 0.00% |
| The Star Entertainment Group Ltd SGR | 0.42 | 0.00 | 0.00% |
| Pilbara Minerals Ltd PLS | 3.83 | 0.09 | -2.30% |
| Telstra Group Ltd TLS | 3.65 | 0.02 | -0.55% |
| Zip Co Ltd ZIP | 1.09 | 0.05 | -4.39% |
| South32 Ltd S32 | 3.19 | 0.10 | -3.04% |
| Alligator Energy Ltd AGE | 0.05 | 0.00 | -3.64% |