CFS FC Inv-CFS Balanced
FSF1025AU
CFS FC Inv-CFS Balanced FSF1025AU Strategy
To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers.
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: December 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
Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows
We expect worsening credit profiles for both high- and low-quality borrowers.
funds
Listed Investment Companies monthly performance: November 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 Ordinaries | 9,149.30 | 6.90 | -0.08% |
| CAC 40 | 8,179.50 | 1.67 | -0.02% |
| DAX 40 | 24,780.79 | 16.73 | -0.07% |
| Dow JONES (US) | 49,209.79 | 197.87 | -0.40% |
| FTSE 100 | 10,314.59 | 26.97 | -0.26% |
| HKSE | 26,834.77 | 59.20 | 0.22% |
| NASDAQ | 23,195.00 | 397.11 | -1.68% |
| Nikkei 225 | 54,720.66 | 2,065.48 | 3.92% |
| NZX 50 Index | 13,421.52 | 9.08 | 0.07% |
| S&P 500 | 6,908.31 | 68.13 | -0.98% |
| S&P/ASX 200 | 8,857.10 | 9.20 | -0.10% |
| SSE Composite Index | 4,067.74 | 51.99 | 1.29% |