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.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: March 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).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
funds
Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,177.10 | 16.10 | -0.18% |
| CAC 40 | 8,343.40 | 12.36 | 0.15% |
| DAX 40 | 24,570.91 | 153.11 | 0.63% |
| Dow JONES (US) | 49,442.56 | 4.87 | -0.01% |
| FTSE 100 | 10,622.48 | 13.40 | 0.13% |
| HKSE | 26,487.48 | 126.41 | 0.48% |
| NASDAQ | 24,404.39 | 64.09 | -0.26% |
| Nikkei 225 | 59,349.17 | 524.28 | 0.89% |
| NZX 50 Index | 12,932.33 | 16.88 | 0.13% |
| S&P 500 | 7,109.14 | 16.92 | -0.24% |
| S&P/ASX 200 | 8,949.40 | 20.10 | -0.22% |
| SSE Composite Index | 4,085.08 | 2.95 | 0.07% |