CFS Balanced FSF1020AU Strategy
To allocate 70% of investments to growth assets such as shares, property and infrastructure securities, and 30% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.
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.
|Dow JONES (US)||36,054.43||70.13||-0.19%|
|NZX 50 Index||11,463.24||0.25||-0.00%|
|SSE Composite Index||2,968.93||3.36||-0.11%|
|Pilbara Minerals Ltd PLS||3.43||0.02||0.59%|
|Telstra Group Ltd TLS||3.85||0.01||-0.13%|
|Woodside Energy Group Ltd WDS||28.93||0.91||-3.05%|
|Evolution Mining Ltd EVN||3.59||0.02||-0.42%|
|Santos Ltd STO||6.66||0.13||-1.84%|
|Qantas Airways Ltd QAN||5.60||0.09||1.54%|
|South32 Ltd S32||3.11||0.01||-0.32%|
|BHP Group Ltd BHP||47.22||0.01||-0.02%|
|Stockland Corp Ltd SGP||4.17||0.02||0.48%|
|Scentre Group SCG||2.78||0.03||-0.89%|