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

Listed Investment Companies monthly performance: December 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

Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows

We expect worsening credit profiles for both high- and low-quality borrowers.
funds

Listed Investment Companies monthly performance: November 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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,204.6056.500.62%
CAC 408,254.3974.890.92%
DAX 4024,696.8883.91-0.34%
Dow JONES (US)49,197.49210.17-0.43%
FTSE 10010,435.94121.351.18%
HKSE26,847.3212.550.05%
NASDAQ23,255.19336.92-1.43%
Nikkei 22554,293.36427.30-0.78%
NZX 50 Index13,467.2954.850.41%
S&P 5006,904.9371.51-1.03%
S&P/ASX 2008,927.8075.500.85%
SSE Composite Index4,102.2034.460.85%

Market Movers