FC W Pen-Westn TTR Asset Aust Bond
AIL7312AU
FC W Pen-Westn TTR Asset Aust Bond AIL7312AU Strategy
The option provides exposure to an actively managed portfolio of Australian bonds. The investment approach aims to capture returns from a variety of actively managed sources, including interest rate management (duration), yield curve positioning, sector and security selection. Risk management is a core focus and is supported by credit research, diversification of holdings and investment guidelines.
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.
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Listed Investment Companies monthly performance: January 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 | 9,055.30 | 6.50 | 0.07% |
| CAC 40 | 8,045.80 | 121.93 | -1.49% |
| DAX 40 | 23,815.75 | 389.61 | -1.61% |
| Dow JONES (US) | 47,954.74 | 784.67 | -1.61% |
| FTSE 100 | 10,413.94 | 153.71 | -1.45% |
| HKSE | 25,321.34 | 71.86 | 0.28% |
| NASDAQ | 22,748.99 | 58.50 | -0.26% |
| Nikkei 225 | 54,959.51 | 318.55 | -0.58% |
| NZX 50 Index | 13,481.53 | 136.36 | -1.00% |
| S&P 500 | 6,830.71 | 38.79 | -0.56% |
| S&P/ASX 200 | 8,827.80 | 2.60 | 0.03% |
| SSE Composite Index | 4,108.57 | 26.09 | 0.64% |