CFS FC W Pen-Platypus Australian Eq
FSF0518AU
CFS FC W Pen-Platypus Australian Eq FSF0518AU Strategy
The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach, meaning the portfolio is concentrated, holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares, however, it generally holds up to 10% in cash and cash equivalents.
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 | 9,287.90 | 10.50 | -0.11% |
| CAC 40 | 8,216.58 | 22.60 | -0.27% |
| DAX 40 | 24,278.63 | 30.15 | -0.12% |
| Dow JONES (US) | 47,706.37 | 161.78 | 0.34% |
| FTSE 100 | 9,696.74 | 42.92 | 0.44% |
| HKSE | 26,346.14 | 87.56 | -0.33% |
| NASDAQ | 23,827.49 | 190.04 | 0.80% |
| Nikkei 225 | 50,453.64 | 234.46 | 0.47% |
| NZX 50 Index | 13,448.30 | 45.64 | 0.34% |
| S&P 500 | 6,890.89 | 15.73 | 0.23% |
| S&P/ASX 200 | 8,999.30 | 12.80 | -0.14% |
| SSE Composite Index | 3,988.22 | 8.72 | -0.22% |