CFS FC Inv-Perpetual Balanced Grwth
FSF0259AU
CFS FC Inv-Perpetual Balanced Grwth FSF0259AU Strategy
Perpetual invests in a diverse mix of assets focusing on Australian and global shares. Tactical asset allocation strategies may be applied, involving adjusting its exposure to asset classes within the allocation ranges. Currency is managed at the Option level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Foreign currency exposure is limited to 50% of the gross asset value of the option.
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: October 2023
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
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,275.50 | 60.60 | -0.83% |
| CAC 40 | 7,332.59 | 13.56 | -0.18% |
| DAX 40 | 16,404.76 | 7.24 | 0.04% |
| Dow JONES (US) | 36,204.44 | 41.06 | -0.11% |
| FTSE 100 | 7,512.96 | 16.39 | -0.22% |
| HKSE | 16,353.87 | 292.18 | -1.76% |
| NASDAQ | 14,185.49 | 119.54 | -0.84% |
| Nikkei 225 | 32,872.80 | 358.47 | -1.08% |
| NZX 50 Index | 11,356.99 | 10.82 | -0.10% |
| S&P 500 | 4,569.78 | 24.85 | -0.54% |
| S&P/ASX 200 | 7,067.20 | 57.50 | -0.81% |
| SSE Composite Index | 3,002.09 | 20.82 | -0.69% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Pilbara Minerals Ltd PLS | 3.32 | 0.21 | -5.95% |
| Origin Energy Ltd ORG | 8.06 | 0.20 | 2.48% |
| Telstra Group Ltd TLS | 3.76 | 0.03 | -0.79% |
| Insurance Australia Group Ltd IAG | 5.93 | 0.10 | 1.72% |
| Karoon Energy Ltd KAR | 1.98 | 0.03 | -1.25% |
| Santos Ltd STO | 6.76 | 0.07 | -0.95% |
| Allkem Ltd AKE | 8.37 | 0.28 | -3.18% |
| South32 Ltd S32 | 3.07 | 0.06 | -1.76% |
| Scentre Group SCG | 2.71 | 0.00 | 0.00% |
| Perseus Mining Ltd PRU | 1.93 | 0.10 | -5.05% |