CFS FC W Inv-Pendal Smaller Companies

FSF0715AU

CFS FC W Inv-Pendal Smaller Companies FSF0715AU Strategy

This option is designed for investors who want the potential for long term capital growth and tax effective income, diversification across a broad range of smaller companies and industries and are prepared to accept higher variability of returns. The option invests primarily in companies outside the top 100 listed on the Australian Securities Exchange. Pendal’s investment process for Australian shares is based on its core investment style and aims to add value through active stock selection and fundamental company research.
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 Ordinaries9,243.009.000.10%
CAC 407,703.9058.70-0.76%
DAX 4023,902.21137.71-0.57%
Dow JONES (US)45,544.8892.02-0.20%
FTSE 1009,187.3429.48-0.32%
HKSE25,077.6278.800.32%
NASDAQ21,455.55249.61-1.15%
Nikkei 22542,718.47110.32-0.26%
NZX 50 Index12,930.7327.650.21%
S&P 5006,460.2641.60-0.64%
S&P/ASX 2008,973.104.100.05%
SSE Composite Index3,857.9314.330.37%

Market Movers