CFS FC W Pen-Mutual Income

AIL7606AU

CFS FC W Pen-Mutual Income AIL7606AU Strategy

Mutual’s investment process is based on using bottom-up fundamental analysis to determine the relative value and appropriateness of the various Australian bank bonds available within the market. The cornerstone of Mutual’s investment philosophy is security with performance. The Manager's research process places its emphasis on mitigating downside risks by attempting to provide investors with a high level of capital preservation and outperforming the Bloomberg Index, while generating excess net cash returns to investors.
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 Ordinaries9,012.6041.200.46%
CAC 407,954.1867.220.85%
DAX 4025,882.52178.500.69%
Dow JONES (US)52,475.1097.530.19%
FTSE 10010,744.9450.440.47%
HKSE22,958.65136.18-0.59%
NASDAQ26,549.8572.040.27%
Nikkei 22564,659.47705.281.10%
NZX 50 Index13,710.1718.840.14%
S&P 5007,743.9821.380.28%
S&P/ASX 2008,891.8044.500.50%
SSE Composite Index3,651.4330.04-0.82%

Market Movers