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Cfs Fc W Pen-cfs Moderate (LP65001615)

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3.377 +0.010    +0.16%
27/02 - Delayed Data. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.63B
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05352 
Asset Class:  Equity
CFS FC W Pen-FirstChoice W Moderate 3.377 +0.010 +0.16%

LP65001615 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CFS FC W Pen-FirstChoice W Moderate (LP65001615) fund. Our CFS FC W Pen-FirstChoice W Moderate portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 20.970 24.040 3.070
Stocks 56.290 60.060 3.770
Bonds 20.110 31.820 11.710
Convertible 0.060 0.060 0.000
Preferred 0.010 0.010 0.000
Other 2.560 3.600 1.040

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.625 15.005
Price to Book 1.954 1.966
Price to Sales 1.463 1.527
Price to Cash Flow 7.105 7.327
Dividend Yield 3.603 3.774
5 Years Earnings Growth 9.867 9.422

Sector Allocation

Name  Net % Category Average
Financial Services 16.080 17.519
Technology 13.830 12.672
Real Estate 11.010 7.457
Healthcare 10.800 10.202
Industrials 9.860 10.005
Consumer Cyclical 9.290 9.512
Basic Materials 8.570 9.138
Communication Services 6.000 6.638
Utilities 5.150 4.033
Energy 5.100 7.066
Consumer Defensive 4.320 5.840

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 5,279

Number of short holdings: 637

Name ISIN Weight % Last Change %
Aust 3yr Bond Fut Sep23 - 3.32 - -
  BHP Group Ltd AU000000BHP4 1.86 43.930 -0.05%
Us 2yr Note (Cbt) Dec23 - 1.27 - -
Mercer Cfs Property Fund - 1.18 - -
Wiif Hedged Feeder Fund 2 - 1.14 - -
  Microsoft US5949181045 1.13 407.72 +0.06%
  CSL AU000000CSL8 1.01 286.52 +0.32%
Aust 10y Bond Fut Sep23 - 0.89 - -
Australia (Commonwealth of) AU0000047003 0.87 - -
  National Australia Bank AU000000NAB4 0.83 33.845 -0.10%

Top Equity Funds by Commonwealth/Colonial Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  CFS FC ESup CFS Index Aus Share Sel 6.26B 1.11 9.39 8.14
  CFS FC ESup FirstChoice Moderate Se 4.63B 1.11 3.72 5.33
  FirstChoice WS Inv FirstChoice WS M 4.63B 1.16 3.53 5.61
  CFS FC W PSup FirstChoice W Moderat 4.63B 1.07 3.37 5.26
  CFS FC W PSup CFS W Geared Share 4.03B 3.18 13.05 15.93
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