CFS FC W Pen-OC Premium Small Companies
FSF1732AU
CFS FC W Pen-OC Premium Small Companies FSF1732AU Strategy
OC take a stock-specific, bottom-up approach to investment and do not have a particular style bias investing in stocks based on value, growth, yield or combination thereof. OC focuses on smaller businesses (ex ASX100) believing they are easier to understand, simpler to value and accessible to research. OC also believe small companies are often better placed than large companies to capitalise on significant growth in niche sectors, with strong management teams and well-resourced specialist staff.
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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Listed Investment Companies monthly performance: January 2026
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 | 9,055.30 | 6.50 | 0.07% |
| CAC 40 | 8,045.80 | 121.93 | -1.49% |
| DAX 40 | 23,815.75 | 389.61 | -1.61% |
| Dow JONES (US) | 47,954.74 | 784.67 | -1.61% |
| FTSE 100 | 10,413.94 | 153.71 | -1.45% |
| HKSE | 25,321.34 | 71.86 | 0.28% |
| NASDAQ | 22,748.99 | 58.50 | -0.26% |
| Nikkei 225 | 54,959.51 | 318.55 | -0.58% |
| NZX 50 Index | 13,481.53 | 136.36 | -1.00% |
| S&P 500 | 6,830.71 | 38.79 | -0.56% |
| S&P/ASX 200 | 8,827.80 | 2.60 | 0.03% |
| SSE Composite Index | 4,108.57 | 26.09 | 0.64% |