CFS FC W PSup-Ironbark Brown Adv Glb Shr

FSF0627AU

CFS FC W PSup-Ironbark Brown Adv Glb Shr FSF0627AU Strategy

This option invests in a concentrated portfolio of leading global companies across sectors and regions, selected for their ability to compound excess economic returns over time. Using a fundamental, bottom-up, research-intensive approach, it focuses on high-quality businesses with strong market positions, superior customer outcomes, and high return on invested capital (ROIC). The Investment Manager seeks to acquire these companies at discounts to their intrinsic value to maximize shareholder returns.
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

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.
funds

Listed Investment Companies monthly performance: June 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).

Morningstar Investment Ideas

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