CFS FC W Pen-Alphinity Gl Sus Eq

FSF0548AU

CFS FC W Pen-Alphinity Gl Sus Eq FSF0548AU Strategy

To build a portfolio of companies that can have a net positive alignment with one or more of the 17 UN Sustainable Development Goals, exceed minimum ESG criteria, and are undervalued and within an earnings upgrade cycle. It excludes companies with >5% of gross revenue from fossil fuels; uranium; predatory lending; hostile debt collection; tobacco; alcohol; gambling; pornography; armaments; gold; old growth forest logging; unsustainable palm oil; factory farming; live animal exports or animal testing for cosmetics.
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: March 2026

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

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
funds

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

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