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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.

Funds News & Analysis

funds

Is your index fund tracking the right index? Here’s what to look for

Understanding these 6 qualities of the best indexes can help investors choose among thousands of index funds.
funds

Listed Investment Companies monthly performance: January 2024

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

Index funds have officially won

Now what?

Markets

Index
Last price
Change
% Change
All Ordinaries 7,865.30 5.30 0.07%
CAC 40 7,906.87 94.78 1.21%
DAX 40 17,365.76 247.64 1.45%
Dow JONES (US) 38,847.00 234.76 0.61%
FTSE 100 7,687.26 24.75 0.32%
HKSE 16,742.95 239.85 1.45%
NASDAQ 15,926.07 345.20 2.22%
Nikkei 225 39,098.68 836.52 2.19%
NZX 50 Index 11,690.25 99.78 0.86%
S&P 500 5,058.05 76.25 1.53%
S&P/ASX 200 7,611.20 2.80 0.04%
SSE Composite Index 2,988.36 37.40 1.27%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.05 0.02 -28.13%
88 Energy Ltd 88E 0.01 0.00 20.00%
BrainChip Holdings Ltd BRN 0.43 0.09 26.47%
Tabcorp Holdings Ltd TAH 0.65 0.08 -10.34%
Strike Energy Ltd STX 0.23 0.02 -6.25%
Origin Energy Ltd ORG 9.12 0.26 2.93%
South32 Ltd S32 2.86 0.01 0.35%
Telstra Group Ltd TLS 3.88 0.01 -0.26%
Paladin Energy Ltd PDN 1.17 0.03 -2.10%
The Star Entertainment Group Ltd SGR 0.45 0.02 -3.23%