FC W Pen-Context Cap TTR ShortTerm

AIL4220AU

FC W Pen-Context Cap TTR ShortTerm AIL4220AU Strategy

The option will be invested across a diverse mix of asset classes including Australian and global equities, property, infrastructure, fixed interest, alternative investments & cash. Investment exposure will be obtained through ASX listed ETPs and managed funds. The portfolio option has been purpose built around the investment philosophy above and to be part of a bucketing approach to managing wealth. This portfolio option is designed to be used for short term spending requirements. The option may hedge some of its currency risk.
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

Private credit’s soaring popularity presents new, unfamiliar risks

Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds

It’s time for LICs to die

If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds

Chart of the Week: Active or Passive? The results may surprise you

Why manager selection still matters.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,025.4012.800.14%
CAC 407,970.0083.041.05%
DAX 4026,039.68335.661.31%
Dow JONES (US)52,342.56132.54-0.25%
FTSE 10010,722.0727.570.26%
HKSE23,317.82359.171.56%
NASDAQ26,184.72365.13-1.38%
Nikkei 22563,290.111,369.36-2.12%
NZX 50 Index13,797.0086.830.63%
S&P 5007,720.3923.59-0.30%
S&P/ASX 2008,908.1016.300.18%
SSE Composite Index3,599.0252.42-1.44%

Market Movers