CFS FC WPen-ClearBridge Aus Eq Income
FSF0949AU
CFS FC WPen-ClearBridge Aus Eq Income FSF0949AU Strategy
The investment manager seeks to provide a growing income stream by investing in a diversified portfolio of high-quality companies. The investment manager combines extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to identify the most attractive income opportunities. The portfolio is managed in a tax-aware manner in order to maximise the benefit from franking credits and maintain low levels of portfolio turnover.
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.
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KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,559.07 | 39.86 | 0.47% |
| DAX 40 | 25,175.94 | 189.69 | 0.76% |
| Dow JONES (US) | 49,482.15 | 307.65 | 0.63% |
| FTSE 100 | 10,806.41 | 125.82 | 1.18% |
| HKSE | 26,566.79 | 198.93 | -0.74% |
| NASDAQ | 23,152.08 | 288.39 | 1.26% |
| Nikkei 225 | 58,643.68 | 60.56 | 0.10% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,946.13 | 56.06 | 0.81% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,142.80 | 4.43 | -0.11% |