CFS FC W Pen-PM Capital Glb Companies
FSF0831AU
CFS FC W Pen-PM Capital Glb Companies FSF0831AU Strategy
The option invests in approximately 25 to 45 stock-specific ideas diversified across global markets. The portfolio may also own interest bearing debt securities. All the portfolio positions are subject to intensive research and peer group review. PM Capital can use derivatives and sell stocks short as a risk management tool. The level of direct shorts will not be in excess of 30% of the portfolio. Leverage generally shall not exceed 30% of net asset value of the option. PM Capital may elect to hedge up to 100% of the foreign currency exposure.
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
Chart of the Week: The role of semiliquid funds in your portfolio
Understanding their purpose, requirements and application for investors.
funds
Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,839.10 | 26.30 | 0.30% |
| CAC 40 | 7,985.06 | 0.62 | 0.01% |
| DAX 40 | 23,606.84 | 17.19 | 0.07% |
| Dow JONES (US) | 46,677.85 | 739.42 | -1.56% |
| FTSE 100 | 10,322.41 | 17.26 | 0.17% |
| HKSE | 25,465.60 | 251.16 | -0.98% |
| NASDAQ | 22,311.98 | 404.16 | -1.78% |
| Nikkei 225 | 53,819.61 | 633.35 | -1.16% |
| NZX 50 Index | 13,187.34 | 11.95 | -0.09% |
| S&P 500 | 6,672.62 | 103.18 | -1.52% |
| S&P/ASX 200 | 8,617.10 | 29.20 | 0.34% |
| SSE Composite Index | 4,095.45 | 33.65 | -0.82% |