FC W Pen-CFS TTR Defensive
FSF5542AU
FC W Pen-CFS TTR Defensive FSF5542AU Strategy
To allocate 90% of the investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns. 10% of the portfolio is allocated to growth assets, such as shares and property securities, to improve diversification and performance. 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
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Listed Investment Companies monthly performance: November 2025
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AFIC on the speculative ASX boom, opportunities, and LIC discounts
AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,000.70 | 41.30 | 0.46% |
| CAC 40 | 8,119.23 | 32.15 | -0.39% |
| DAX 40 | 24,267.39 | 21.01 | -0.09% |
| Dow JONES (US) | 48,364.09 | 229.20 | 0.48% |
| FTSE 100 | 9,855.27 | 42.15 | -0.43% |
| HKSE | 25,801.77 | 111.24 | 0.43% |
| NASDAQ | 23,413.33 | 105.71 | 0.45% |
| Nikkei 225 | 50,402.39 | 895.18 | 1.81% |
| NZX 50 Index | 13,508.30 | 174.90 | 1.31% |
| S&P 500 | 6,867.72 | 33.22 | 0.49% |
| S&P/ASX 200 | 8,699.90 | 39.70 | 0.46% |
| SSE Composite Index | 3,917.36 | 26.92 | 0.69% |