CFS FCW Pen-Lonsec TTR CP High Growth

AIL7222AU

CFS FCW Pen-Lonsec TTR CP High Growth AIL7222AU Strategy

The strategic asset allocation aims to have exposure to 98% growth assets. The strategy is designed to provide a funding source for long term cashflow requirements (7+yrs) 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 a combination of 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

Chart of the Week: The role of semiliquid funds in your portfolio

Understanding their purpose, requirements and application for investors.
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.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,839.1026.300.30%
CAC 407,911.53145.83-1.81%
DAX 4023,447.29142.36-0.60%
Dow JONES (US)46,558.47119.38-0.26%
FTSE 10010,261.1544.00-0.43%
HKSE25,465.60251.16-0.98%
NASDAQ22,105.36206.62-0.93%
Nikkei 22553,819.61633.35-1.16%
NZX 50 Index13,187.3411.95-0.09%
S&P 5006,632.1940.43-0.61%
S&P/ASX 2008,617.1029.200.34%
SSE Composite Index4,095.4533.65-0.82%

Market Movers