FC W Pen-CFS TTR Balanced
FSF6170AU
FC W Pen-CFS TTR Balanced FSF6170AU Strategy
To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers.
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
Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
funds
Listed Investment Companies monthly performance: October 2025
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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,877.50 | 8.50 | -0.10% |
| CAC 40 | 8,128.38 | 31.38 | 0.39% |
| DAX 40 | 23,752.46 | 163.02 | 0.69% |
| Dow JONES (US) | 47,289.33 | 427.09 | -0.90% |
| FTSE 100 | 9,740.52 | 37.99 | 0.39% |
| HKSE | 26,095.05 | 61.79 | 0.24% |
| NASDAQ | 23,275.92 | 89.76 | -0.38% |
| Nikkei 225 | 49,303.45 | 0.17 | 0.00% |
| NZX 50 Index | 13,502.77 | 54.28 | 0.40% |
| S&P 500 | 6,812.63 | 36.46 | -0.53% |
| S&P/ASX 200 | 8,579.70 | 7.60 | -0.09% |
| SSE Composite Index | 3,897.71 | 16.29 | -0.42% |