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
Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
funds
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,125.30 | 32.40 | -0.35% |
| CAC 40 | 8,103.84 | 290.48 | -3.46% |
| DAX 40 | 23,753.02 | 884.98 | -3.59% |
| Dow JONES (US) | 48,561.44 | 343.34 | -0.70% |
| FTSE 100 | 10,452.50 | 327.61 | -3.04% |
| HKSE | 25,265.05 | 503.03 | -1.95% |
| NASDAQ | 22,516.69 | 232.17 | -1.02% |
| Nikkei 225 | 54,090.11 | 2,188.94 | -3.89% |
| NZX 50 Index | 13,500.14 | 156.51 | -1.15% |
| S&P 500 | 6,827.79 | 53.83 | -0.78% |
| S&P/ASX 200 | 8,906.10 | 30.90 | -0.35% |
| SSE Composite Index | 4,086.29 | 36.38 | -0.88% |