CFS Balanced

FSF1020AU

CFS Balanced FSF1020AU Strategy

To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% to defensive assets such as fixed interest and cash. 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

Chart of the Week: The role of semiliquid funds in your portfolio

Understanding their purpose, requirements and application for investors.
funds

Why this US fund manager says AI threatens to destroy company moats

Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,838.0042.40-0.48%
CAC 408,041.8115.55-0.19%
DAX 4023,640.03328.60-1.37%
Dow JONES (US)47,417.27289.24-0.61%
FTSE 10010,353.7758.47-0.56%
HKSE25,571.84326.92-1.26%
NASDAQ22,716.1319.030.08%
Nikkei 22553,942.191,083.18-1.97%
NZX 50 Index13,199.29104.920.80%
S&P 5006,775.805.68-0.08%
S&P/ASX 2008,614.8028.40-0.33%
SSE Composite Index4,106.9626.48-0.64%

Market Movers