CFS Index Balanced
FSF6085AU
CFS Index Balanced FSF6085AU Strategy
The option allocates 70% of investments to growth assets such as shares, property and infrastructure securities to provide potential for capital growth. The growth assets are managed using market capitalisation indices. 30% of the portfolio is allocated to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities.
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: 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).
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,178.90 | 5.00 | 0.05% |
| CAC 40 | 8,157.29 | 43.59 | -0.53% |
| DAX 40 | 24,118.89 | 5.32 | -0.02% |
| Dow JONES (US) | 47,642.50 | 10.50 | 0.02% |
| FTSE 100 | 9,760.06 | 3.92 | 0.04% |
| HKSE | 26,282.69 | 63.45 | -0.24% |
| NASDAQ | 23,673.83 | 284.64 | -1.19% |
| Nikkei 225 | 51,325.61 | 17.96 | 0.04% |
| NZX 50 Index | 13,459.29 | 50.08 | 0.37% |
| S&P 500 | 6,846.20 | 44.39 | -0.64% |
| S&P/ASX 200 | 8,885.50 | 5.50 | 0.06% |
| SSE Composite Index | 3,986.90 | 29.43 | -0.73% |