Six CFS Index Single-Sector funds receive Highly Recommended rating from Lonsec
23 October 2023
3 min
What does the rating indicate?
In October 2023 Lonsec initiated their highest rating of Highly Recommended for six CFS Index Single-Sector funds.
“The ‘Highly Recommended’ rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered a preferred entry point to this asset class or strategy.”
Click here for important information about this rating: https://www.lonsec.com.au/logo-disclosure
Lonsec recognises that these funds offer an efficient means of gaining passive exposure to a broad-based portfolio and the annual fees are relatively low in comparison to our peers.
This recognition underscores the experience of the CFS investment team and our commitment to offering cost-effective exposure to diverse markets while maintaining low fees.
Lonsec Highly Recommended funds:
CFS Index Australian Share - Class A
CFS Index Property Securities - Class A
CFS Index Global Shares - Class A
CFS Index Global Shares - Hedged - Class A
CFS Index Global Property Securities - Class A
CFS Index Global Listed Infrastructure Securities - Class A
We have also maintained a Recommended rating for:
CFS Geared Index Australian Share
CFS Geared Index Global Share
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Disclaimer
Past performance is no indication of future performance.
The rating issued 10/2023 FSF1086AU, are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.