Morningstar Investor users sign in here.

CFS FC Inv-PM Capital Enhanced Yld

FSF0663AU

CFS FC Inv-PM Capital Enhanced Yld FSF0663AU Strategy

The option aims to invest the majority of its assets in cash and interest bearing securities. The option has the ability to minimise or hedge against interest rate, credit spread and equity risk. Derivatives may be used to synthetically create or replicate underlying positions; however, derivatives may not be used to leverage the portfolio. PM Capital attempts to hedge all foreign currency exposure back to the Australian dollar to substantially reduce the exposure of the option to the risks associated with movements in foreign exchange rates.
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. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,285.10 12.60 -0.17%
CAC 40 7,334.43 23.66 0.32%
DAX 40 16,325.62 110.19 0.68%
Dow JONES (US) 35,950.89 520.47 1.47%
FTSE 100 7,499.77 46.02 0.62%
HKSE 16,830.30 212.58 -1.25%
NASDAQ 14,226.22 32.27 -0.23%
Nikkei 225 33,431.51 55.38 -0.17%
NZX 50 Index 11,367.51 37.31 0.33%
S&P 500 4,567.80 17.22 0.38%
S&P/ASX 200 7,073.20 14.10 -0.20%
SSE Composite Index 3,031.64 1.96 0.06%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.61 0.03 -0.82%
Mirvac Group MGR 2.04 0.02 -0.97%
South32 Ltd S32 3.09 0.01 0.32%
Santos Ltd STO 6.90 0.01 -0.14%
Telstra Group Ltd TLS 3.79 0.03 -0.79%
Origin Energy Ltd ORG 8.18 0.06 -0.73%
Scentre Group SCG 2.67 0.02 0.75%
Woodside Energy Group Ltd WDS 30.84 0.16 -0.52%
Qantas Airways Ltd QAN 5.35 0.05 0.94%
Endeavour Group Ltd EDV 5.00 0.07 1.42%