CFS FC W Pen-CFS Balanced
FSF1031AU
CFS FC W Pen-CFS Balanced FSF1031AU 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 | 9,250.60 | 50.70 | -0.55% |
| CAC 40 | 8,059.17 | 93.65 | -1.15% |
| DAX 40 | 24,773.29 | 121.15 | -0.49% |
| Dow JONES (US) | 49,003.41 | 408.99 | -0.83% |
| FTSE 100 | 10,164.86 | 42.94 | -0.42% |
| HKSE | 27,826.91 | 699.96 | 2.58% |
| NASDAQ | 23,817.10 | 215.74 | 0.91% |
| Nikkei 225 | 53,358.71 | 25.17 | 0.05% |
| NZX 50 Index | 13,412.87 | 98.01 | -0.73% |
| S&P 500 | 6,978.60 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,933.90 | 40.40 | -0.45% |
| SSE Composite Index | 4,151.24 | 11.33 | 0.27% |