CFS FCW Pen-Lonsec CP Balanced
AIL7523AU
CFS FCW Pen-Lonsec CP Balanced AIL7523AU Strategy
The strategic asset allocation aims to have exposure to 50% growth and 50% defensive assets. The strategy is designed to provide a funding source for medium term cashflow requirements (3-7yrs) and is managed with the aim of providing downside protection relative to the benchmark as well as capital preservation over the investment time horizon. The strategy looks to generate excess returns over the benchmark from dynamic asset allocation and active manager selection to exploit market inefficiencies. Currency risk may be hedged.
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
Trick or treat? Index funds beat their benchmarks more often than active funds over the past decade
A new set of data points brings out the shades of gray in the active/passive debate.
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?
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,267.80 | 104.40 | 1.14% |
| CAC 40 | 8,322.78 | 89.49 | 1.09% |
| DAX 40 | 26,594.43 | 327.24 | 1.25% |
| Dow JONES (US) | 52,389.75 | 1,104.02 | 2.15% |
| FTSE 100 | 10,825.02 | 42.15 | 0.39% |
| HKSE | 24,557.04 | 108.09 | 0.44% |
| NASDAQ | 25,253.14 | 673.71 | 2.74% |
| Nikkei 225 | 60,459.58 | 1,684.08 | 2.87% |
| NZX 50 Index | 14,167.41 | 193.79 | 1.39% |
| S&P 500 | 7,549.94 | 173.08 | 2.35% |
| S&P/ASX 200 | 9,129.00 | 99.30 | 1.10% |
| SSE Composite Index | 3,663.72 | 2.93 | 0.08% |