CFS FC WPen-ClearBridge TTR Aus Eq Inc
FSF4783AU
CFS FC WPen-ClearBridge TTR Aus Eq Inc FSF4783AU Strategy
The investment manager seeks to provide a growing income stream by investing in a diversified portfolio of high-quality companies. The investment manager combines extensive fundamental research into long-term normalised earnings power, quantitative research and disciplined portfolio construction to identify the most attractive income opportunities. The portfolio is managed in a tax-aware manner in order to maximise the benefit from franking credits and maintain low levels of portfolio turnover.
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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,401.00 | 19.50 | -0.21% |
| CAC 40 | 8,580.75 | 40.18 | -0.47% |
| DAX 40 | 25,284.26 | 4.76 | -0.02% |
| Dow JONES (US) | 48,977.92 | 521.28 | -1.05% |
| FTSE 100 | 10,910.55 | 63.85 | 0.59% |
| HKSE | 26,162.61 | 218.41 | -0.83% |
| NASDAQ | 22,668.21 | 210.17 | -0.92% |
| Nikkei 225 | 57,948.26 | 805.13 | -1.37% |
| NZX 50 Index | 13,622.41 | 48.30 | -0.35% |
| S&P 500 | 6,878.88 | 29.98 | -0.43% |
| S&P/ASX 200 | 9,170.90 | 10.80 | -0.12% |
| SSE Composite Index | 4,162.85 | 0.03 | -0.00% |