CFS Defensive
FSF0487AU
CFS Defensive FSF0487AU Strategy
To allocate 90% of the investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 10% of the portfolio is allocated to growth assets, such as shares and property securities, to improve diversification and performance. 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
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 | 9,120.70 | 53.30 | -0.58% |
| CAC 40 | 8,109.79 | 11.28 | -0.14% |
| DAX 40 | 24,132.41 | 174.11 | 0.73% |
| Dow JONES (US) | 47,336.68 | 226.19 | -0.48% |
| FTSE 100 | 9,701.37 | 15.88 | -0.16% |
| HKSE | 26,209.39 | 51.03 | 0.20% |
| NASDAQ | 23,834.72 | 109.77 | 0.46% |
| Nikkei 225 | 52,171.56 | 239.78 | -0.46% |
| NZX 50 Index | 13,615.30 | 59.00 | 0.44% |
| S&P 500 | 6,851.97 | 11.77 | 0.17% |
| S&P/ASX 200 | 8,838.60 | 44.10 | -0.50% |
| SSE Composite Index | 3,969.05 | 7.48 | -0.19% |