Morningstar Investor users sign in here.

CFS Index Conservative-Class A

FSF7580AU

CFS Index Conservative-Class A FSF7580AU Strategy

The fund allocates 70% of investments to defensive assets to provide the portfolio with relatively stable returns. The fixed interest component is managed on a traditional index basis while the cash component may include money market securities, bank deposits and annuities. 30% of the portfolio is allocated to growth assets to provide potential for capital growth. The growth assets are managed using market capitalization indices. The portfolio aims to hedge currency risk, except for a part of the allocation to global shares.
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

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

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

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,012.10 1.60 0.02%
CAC 40 7,671.34 101.14 1.34%
DAX 40 18,254.18 186.27 1.03%
Dow JONES (US) 39,188.18 353.32 0.91%
FTSE 100 8,272.46 67.35 0.82%
HKSE 18,335.32 95.07 -0.52%
NASDAQ 17,753.18 109.05 -0.61%
Nikkei 225 38,633.02 62.26 0.16%
NZX 50 Index 11,771.81 100.62 0.86%
S&P 500 5,481.77 5.26 -0.10%
S&P/ASX 200 7,769.40 0.30 -0.00%
SSE Composite Index 3,005.44 12.61 -0.42%

Market Movers

Name
Last price
Change
% Change
Red 5 Ltd RED 0.41 0.04 -7.87%
Telstra Group Ltd TLS 3.61 0.01 0.28%
Pilbara Minerals Ltd PLS 3.20 0.02 -0.62%
Imugene Ltd IMU 0.06 0.00 5.36%
Mirvac Group MGR 1.95 0.02 1.04%
PYC Therapeutics Ltd PYC 0.14 0.02 17.39%
Liontown Resources Ltd LTR 0.99 0.02 -1.50%
Resolute Mining Ltd RSG 0.52 0.02 3.00%
Beach Energy Ltd BPT 1.47 0.01 0.34%
Sayona Mining Ltd SYA 0.04 0.00 2.94%