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 | 9,295.80 | 26.20 | -0.28% |
| CAC 40 | 8,210.72 | 28.46 | -0.35% |
| DAX 40 | 24,303.83 | 4.95 | -0.02% |
| Dow JONES (US) | 47,713.29 | 168.70 | 0.35% |
| FTSE 100 | 9,702.32 | 48.50 | 0.50% |
| HKSE | 26,346.14 | 87.56 | -0.33% |
| NASDAQ | 23,721.89 | 84.43 | 0.36% |
| Nikkei 225 | 50,219.18 | 293.14 | -0.58% |
| NZX 50 Index | 13,402.66 | 11.07 | 0.08% |
| S&P 500 | 6,878.35 | 3.19 | 0.05% |
| S&P/ASX 200 | 9,012.50 | 16.30 | -0.18% |
| SSE Composite Index | 3,988.22 | 8.72 | -0.22% |