ClearBridge Sustainable Income Fund
SSB4946AU
ClearBridge Sustainable Income Fund SSB4946AU Strategy
The Fund’s investment process is based on a sustainable income approach. Companies are researched and assessed for their dividend-paying attributes, as well as their overall risk, quality and ability to provide inflation protection over time, through potentially higher dividends. The Fund only invests in quality companies that have satisfied its ethical investment criteria, and is managed in a tax-aware manner in order to optimise the after tax benefit from franking credits.
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
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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).
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KiwiSaver Survey | December Quarter 2025
KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,408.70 | 27.40 | -0.29% |
| CAC 40 | 8,624.56 | 65.49 | 0.77% |
| DAX 40 | 25,290.99 | 115.05 | 0.46% |
| Dow JONES (US) | 49,515.22 | 33.07 | 0.07% |
| FTSE 100 | 10,822.36 | 15.95 | 0.15% |
| HKSE | 26,381.02 | 384.70 | -1.44% |
| NASDAQ | 22,866.41 | 285.66 | -1.23% |
| Nikkei 225 | 58,753.39 | 170.27 | 0.29% |
| NZX 50 Index | 13,670.71 | 145.13 | 1.07% |
| S&P 500 | 6,908.25 | 37.88 | -0.55% |
| S&P/ASX 200 | 9,175.30 | 27.60 | -0.30% |
| SSE Composite Index | 4,146.63 | 0.60 | -0.01% |