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
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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.
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Is direct indexing right for you?
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Listed Investment Companies monthly performance: February 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 | 8,726.50 | 32.00 | -0.37% |
| CAC 40 | 7,822.20 | 24.35 | -0.31% |
| DAX 40 | 22,753.14 | 203.94 | -0.89% |
| Dow JONES (US) | 46,495.24 | 65.75 | 0.14% |
| FTSE 100 | 10,013.48 | 93.36 | -0.92% |
| HKSE | 24,856.43 | 479.52 | -1.89% |
| NASDAQ | 21,794.25 | 135.57 | -0.62% |
| Nikkei 225 | 53,603.65 | 145.97 | -0.27% |
| NZX 50 Index | 12,976.99 | 47.69 | 0.37% |
| S&P 500 | 6,568.86 | 23.04 | -0.35% |
| S&P/ASX 200 | 8,525.70 | 21.30 | -0.25% |
| SSE Composite Index | 3,889.08 | 42.75 | -1.09% |