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CFS FC-OC Premium Small Companies

FSF1702AU

CFS FC-OC Premium Small Companies FSF1702AU 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.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: June 2024

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

Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds

Listed Investment Companies monthly performance: May 2024

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).

Markets

Index
Last price
Change
% Change
All Ordinaries 8,153.40 59.10 0.73%
CAC 40 7,519.90 92.88 1.25%
DAX 40 18,409.26 110.54 0.60%
Dow JONES (US) 40,516.14 581.07 1.46%
FTSE 100 8,281.02 94.67 1.16%
HKSE 17,021.31 16.34 0.10%
NASDAQ 17,254.89 73.17 0.43%
Nikkei 225 37,667.41 202.10 -0.53%
NZX 50 Index 12,349.47 46.80 -0.38%
S&P 500 5,440.88 41.66 0.77%
S&P/ASX 200 7,921.30 60.10 0.76%
SSE Composite Index 2,890.90 4.16 0.14%

Market Movers

Name
Last price
Change
% Change
Bellevue Gold Ltd BGL 1.44 0.40 -21.58%
Argosy Minerals Ltd AGY 0.05 0.01 41.18%
Red 5 Ltd RED 0.38 0.02 -5.06%
Pilbara Minerals Ltd PLS 2.98 0.11 3.83%
Droneshield Ltd DRO 1.40 0.09 -6.04%
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Core Lithium Ltd CXO 0.10 0.01 6.59%
Zip Co Ltd ZIP 1.78 0.04 -1.93%
South32 Ltd S32 2.98 0.07 2.41%
Telstra Group Ltd TLS 3.85 0.01 0.26%