CFS FC W Pen-Investors Mutual Aust Shr
FSF0524AU
CFS FC W Pen-Investors Mutual Aust Shr FSF0524AU Strategy
Investors Mutual Limited (IML) uses a conservative investment style with a long-term focus. IML aims to deliver consistent returns for clients through the disciplined application of a fundamental, quality and value-based approach to investing. The option will invest in a diversified portfolio of quality ASX listed industrial and resource shares, where these shares are identified by our investment team as being undervalued.
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,099.90 | 9.50 | 0.10% |
| CAC 40 | 7,853.59 | 1.02 | -0.01% |
| DAX 40 | 23,639.41 | 35.12 | -0.15% |
| Dow JONES (US) | 46,315.27 | 172.85 | 0.37% |
| FTSE 100 | 9,216.67 | 11.44 | -0.12% |
| HKSE | 26,289.60 | 255.50 | -0.96% |
| NASDAQ | 22,631.48 | 160.75 | 0.72% |
| Nikkei 225 | 45,729.33 | 683.52 | 1.52% |
| NZX 50 Index | 13,151.07 | 80.59 | -0.61% |
| S&P 500 | 6,664.36 | 32.40 | 0.49% |
| S&P/ASX 200 | 8,809.70 | 10.20 | 0.12% |
| SSE Composite Index | 3,819.39 | 0.70 | -0.02% |