CBUS Conservative SIS

40745

CBUS Conservative SIS 40745 Strategy

The Conservative option investment strategy is 12.5% Australian shares (2.5%-22.5%), 7.5% international shares (0%-17.5%), 0% Private Equity (0%-5%), 0% Opportunistic Growth (0%-5%), 5% Infrastructure (0%-10%), 7% Property (2%-12%), 4% Credit (0%-9%), 44% Fixed Interest (14%-74%) and 20% Cash (0%-50%).
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: September 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 | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 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

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SSE Composite Index3,997.5610.20-0.25%

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