CFS FC-Pendal Monthly Income Plus

FSF0702AU

CFS FC-Pendal Monthly Income Plus FSF0702AU Strategy

This option is designed for investors who want the potential for regular income and some long-term capital growth. The option invests in a number of income generating strategies across the fixed interest, shares and cash asset classes. Pendal's investment process is designed to provide a flexible approach to asset allocation. This is aimed at preserving capital and minimising the occurrence of adverse income outcomes.
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: September 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).
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KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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).

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