CFS Index Balanced-Class A

FSF8757AU

CFS Index Balanced-Class A FSF8757AU Strategy

The option allocates 70% of investments to growth assets such as shares, property and infrastructure securities to provide potential for capital growth. The growth assets are managed using market capitalisation indices. 30% of the portfolio is allocated to defensive assets such as fixed interest and cash 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.
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: August 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

Another dawn for hedge funds?

The opportunity and evolving role of hedge funds for investors today.
funds

The hidden costs of passive investing

Index funds and systematic strategies face trading frictions that quietly erode investor returns.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,293.2045.10-0.48%
CAC 408,174.2014.39-0.18%
DAX 4023,830.99441.20-1.82%
Dow JONES (US)46,190.61238.370.52%
FTSE 1009,354.5781.52-0.86%
HKSE25,247.10641.41-2.48%
NASDAQ22,679.97117.440.52%
Nikkei 22547,582.15695.59-1.44%
NZX 50 Index13,289.2199.89-0.75%
S&P 5006,664.0134.940.53%
S&P/ASX 2008,995.3034.70-0.38%
SSE Composite Index3,839.7676.47-1.95%

Market Movers