Morningstar CFS FC High Growth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106631-2022-09-29-02:36.pdf |
FUND MANAGER | Morningstar Investment Management |
ASX Code | |
APIR | |
ASSET CLASS | SEPARATELY MANAGED ACCOUNTS |
INVESTMENT STYLE | The portfolio is an actively managed, diversified multi-manager strategy. |
INVESTMENT PROFILE | The portfolio aims to outperform the Morningstar Category Average - Australia Superannuation Multisector Aggressive Benchmark over a rolling nine year period. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 27-09-2021 |
BENCHMARK | Morningstar Category Average - Australia Superannuation Multisector Aggressive |
FUND SIZE | Morningstar Category Average - Australia Superannuation Multisector Aggressive |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | 15 |
FEES | 1.06 % pa |
STRUCTURE |
Benefits
Benefits | This product has the combined benefit and risks assciated with the large number of underlying products used. Each of those products has a PDS which explains the benefits, risks and costs. |
RISK LEVEL | High to Very High Risk |
INVESTOR SUITABILITY | This portfolio suits investors who are willing to accept a high level of investment value volatility in return for commensurate potential investment performance |
Risks
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Detail |
Key Features
The portfolio is an actively managed, diversified multi-manager strategy. Over the long term, the portfolio aims to have a 10% allocation to defensive assets (cash and fixed interest) and a 90% allocation to growth assets. This portfolio suits investors who are willing to accept high levels of investment value volatility in return for high potential investment performance. The Morningstar Core Managed Accounts are based on a principle of core and satellite portfolio construction. Passive strategies are used to gain cost effective exposure to the underlying asset class. The extensive use of passive strategies does mean that the portfolios are susceptible to performing in line with the market, particularly falling markets.
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Mandate
Sector Allocation International Equities 41.0 |