CFS FC W Pen-CFS Lifestage 1960-64
AIL2112AU
CFS FC W Pen-CFS Lifestage 1960-64 AIL2112AU Strategy
To invest in a diverse range of assets that are expected to generate a mix of long-term capital growth and income. The strategy seeks to reduce volatility of returns, and over time the portfolio's exposure to assets with volatile returns will be reduced to provide greater short-term security. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares). The option may use derivatives with the objective of reducing overall portfolio volatility.
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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It’s time for LICs to die
If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
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Chart of the Week: Active or Passive? The results may surprise you
Why manager selection still matters.
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New Zealand ESG Funds draw bumper inflows in Q2 2026
Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,903.50 | 44.30 | 0.50% |
| CAC 40 | 7,886.52 | 52.42 | 0.67% |
| DAX 40 | 25,435.07 | 180.86 | 0.72% |
| Dow JONES (US) | 51,267.90 | 90.94 | 0.18% |
| FTSE 100 | 10,563.55 | 65.61 | 0.62% |
| HKSE | 24,280.56 | 240.22 | 1.00% |
| NASDAQ | 27,477.31 | 286.45 | 1.05% |
| Nikkei 225 | 70,683.98 | 737.12 | 1.05% |
| NZX 50 Index | 13,700.12 | 1.10 | 0.01% |
| S&P 500 | 7,773.95 | 51.23 | 0.66% |
| S&P/ASX 200 | 8,735.70 | 49.30 | 0.57% |
| SSE Composite Index | 3,842.19 | 11.74 | 0.31% |