CFS FC W PSup-CFS Wellington Glb Sml Co

FSF0629AU

CFS FC W PSup-CFS Wellington Glb Sml Co FSF0629AU Strategy

To invest in a diversified portfolio of predominantly smaller listed global shares, ex Australia. The investments are managed by a dedicated US small cap manager and team of global industry analysts which seek to provide a portfolio that is broadly diversified across issuers, countries and industries. The portfolio does not hedge currency risk.
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: July 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

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 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

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