CFS FC W Pen-CFS Conservative

FSF0530AU

CFS FC W Pen-CFS Conservative FSF0530AU Strategy

To allocate 70% of investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 30% of the portfolio is allocated to growth assets, such as shares, property and infrastructure securities, to provide the potential for capital growth. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers.
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

Is there still a case for active management?

Our Active/Passive Barometer reveals the winners in fund performance.
funds

Listed Investment Companies monthly performance: October 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

Chart of the Week: Where active managers outperform their passive peers

Our latest Active/Passive Barometer report.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,918.7027.800.31%
CAC 408,122.7123.240.29%
DAX 4023,836.7968.830.29%
Dow JONES (US)47,716.42289.300.61%
FTSE 1009,720.5126.580.27%
HKSE25,858.8987.04-0.34%
NASDAQ23,365.69151.000.65%
Nikkei 22550,253.9186.810.17%
NZX 50 Index13,489.1556.950.42%
S&P 5006,849.0936.480.54%
S&P/ASX 2008,614.1022.300.26%
SSE Composite Index3,888.6013.340.34%

Market Movers