CFS FC W Pen-MFS Global Equity

FSF0552AU

CFS FC W Pen-MFS Global Equity FSF0552AU Strategy

MFS' philosophy is based on the belief that companies with durable above-average growth and return prospects, which are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. This option does not typically 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

Markets

Index
Last price
Change
% Change
All Ordinaries9,120.9034.100.38%
CAC 407,895.2069.960.89%
DAX 4023,733.2735.120.15%
Dow JONES (US)45,901.5667.340.15%
FTSE 1009,274.588.71-0.09%
HKSE26,446.5658.400.22%
NASDAQ22,301.45160.350.72%
Nikkei 22544,768.12395.620.89%
NZX 50 Index13,208.3119.59-0.15%
S&P 5006,615.2830.990.47%
S&P/ASX 2008,853.0031.600.36%
SSE Composite Index3,860.5010.09-0.26%

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