CFS FC W Pen-CFS Wellington Glb Sm Comp

FSF0556AU

CFS FC W Pen-CFS Wellington Glb Sm Comp FSF0556AU Strategy

To invest in a diversified portfolio of predominantly smaller listed global shares, ex Australia. The investments are managed by a dedicated US small cap manager and team of global industry analysts which seek to provide a portfolio that is broadly diversified across issuers, countries and industries. The portfolio does not 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: 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.

Morningstar Investment Ideas

Markets

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All Ordinaries9,177.1016.10-0.18%
CAC 408,311.8219.22-0.23%
DAX 4024,504.2786.470.35%
Dow JONES (US)49,442.564.87-0.01%
FTSE 10010,588.5120.57-0.19%
HKSE26,487.48126.410.48%
NASDAQ24,404.3964.09-0.26%
Nikkei 22559,349.17873.271.49%
NZX 50 Index12,932.3326.660.21%
S&P 5007,109.140.000.00%
S&P/ASX 2008,949.4020.10-0.22%
SSE Composite Index4,085.082.950.07%

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