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Cfs Enhanced Index Balanced-class A (LP68238898)

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1.042 -0.001    -0.13%
10/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.89B
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF14164 
Asset Class:  Equity
CFS FirstChoice Multi-Index Balanced Fund - Class 1.042 -0.001 -0.13%

LP68238898 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CFS FirstChoice Multi-Index Balanced Fund - Class (LP68238898) fund. Our CFS FirstChoice Multi-Index Balanced Fund - Class 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 4.370 4.740 0.370
Stocks 69.730 69.730 0.000
Bonds 25.640 28.310 2.670
Convertible 0.050 0.050 0.000
Preferred 0.020 0.020 0.000
Other 0.180 0.200 0.020

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.754 15.964
Price to Book 1.838 1.982
Price to Sales 1.301 1.723
Price to Cash Flow 6.967 8.213
Dividend Yield 4.104 3.609
5 Years Earnings Growth 9.859 9.247

Sector Allocation

Name  Net % Category Average
Financial Services 16.910 18.341
Technology 12.820 12.360
Real Estate 12.590 9.364
Basic Materials 10.280 10.174
Industrials 9.900 9.237
Consumer Cyclical 8.940 8.692
Healthcare 7.610 10.286
Utilities 6.260 3.987
Energy 5.530 5.724
Communication Services 5.100 6.642
Consumer Defensive 4.050 5.456

Region Allocation

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

Top Holdings

Number of long holdings: 6,575

Number of short holdings: 83

Name ISIN Weight % Last Change %
Aust 3yr Bond Fut Dec23 - 3.16 - -
  BHP Group Ltd AU000000BHP4 2.34 45.520 -0.91%
  Commonwealth Bank Australia AU000000CBA7 1.81 116.240 -0.49%
  Apple US0378331005 1.51 176.55 +0.86%
  Microsoft US5949181045 1.32 421.90 -1.41%
  CSL AU000000CSL8 1.03 281.70 +0.46%
Australia (Commonwealth of) AU0000143901 1.01 - -
  National Australia Bank AU000000NAB4 0.90 34.150 -0.44%
Australia (Commonwealth of) AU0000047003 0.89 - -
  Amazon.com US0231351067 0.67 186.13 -1.54%

Top Equity Funds by Commonwealth/Colonial Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  FirstChoice WS Inv FirstChoice WS M 4.71B 5.60 4.04 5.87
  CFS FC W PSup FirstChoice W Moderat 4.71B 5.00 3.80 5.49
  CFS FC W Pen FirstChoice W Moderate 4.71B 5.63 4.32 6.16
  CFS FC ESup FirstChoice Moderate Se 4.71B 5.14 4.16 5.58
  FirstChoice WS Inv CFS WS Geared Sh 4.16B 12.53 12.88 14.39
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