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CFS Thrive+ Sustainable Growth Fund (Thrive+) is a sustainable fund that is managed to sustainable investment criteria. It encourages investment in companies with a sustainable business and strong environment, social and governance characteristics.
Why Thrive+?
Active engagement and voting
Engagement with companies through our investment managers and EOS (stewardship provider) to signal concerns about issues that may affect long term company performance.
World-class active management
Actively managed to more effectively manage inclusions, exclusions and company engagement.
Cost effective
Access to leading investment managers and investments not usually available to individual investors.
CFS Thrive+ Sustainability Report
Explore the journey, primary actions and progress for Thrive+ to the end of 2023.
Fund overview
- To provide capital growth and income over the long term
- To outperform the fund's composite benchmark over rolling three-year periods before fees and taxes. For further details, refer to the PDS.
- Growth
(80% growth assets / 20% defensive assets)
- 1.0% Bloomberg AusBond Bank BillIndex
- 8.0% Bloomberg AusBond Composite 0+Yr Index
- 9.0% Bloomberg Global Aggregate Index (AUD hedged) 4.0% MSCI All Country World ex Australia Net Index
- 18.0% MSCI All Country World ex Australia Net Index Hedged AUD 19.0% MSCI World ex Australia Net Index
- 5.0% MSCI Emerging Markets Index 4.0% MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index – NAV-Weighted Post-Fee Total Return (All Funds), 28.0% S&P/ASX 300 Accumulation Index
- 4.0% MSCI Australia Quarterly Private Infrastructure Index (Unfrozen) - Post-fee Total Return (50th Percentile)
The fund is managed to sustainable investment criteria that encourages investment in companies with a sustainable business and strong environment, social and governance characteristics. It seeks out companies that are aiming to achieve sustainable outcomes whilst seeking to avoid companies, that in the view of CFS and the Thrive+ investment managers, will have an adverse effect on the environment or society.
This fund is governed by the Thrive+ Sustainable Investment Charter which details the Manager’s approach and process to sustainable investment and exclusions. Note that investment exclusions do not apply to cash, derivative instruments, exchange traded funds and pooled unit trusts that may be used by the fund.
For further details, refer to the PDS.
- Minimum suggested investment time frame: 5+ years
- Standard Risk Measure: High (estimated number of negative annual returns over any 20-year period of four to less than six years).
We believe a fund like this requires active management to effectively manage inclusions, exclusions, proxy voting and engagement (active ownership). To manage the screening process, we’ve partnered with specialist external investment managers that are aligned to our sustainable investment criteria and have robust frameworks in place for selecting, retaining and selling investments. Please refer to the Manager profiles for a list of the specialist managers we have appointed.
Performance, reports and tools
Performance reports
Reports and commentary
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Standard Operating Hours
8:30am to 6pm (Sydney time)
Holiday Period
CLOSED public holidays (25 to 26 Dec & 1 Jan)
23 Dec 2024 to 3 Jan 2025, 9am to 3pm (Sydney time)
6 to 10 Jan 2025, 8:30am to 5pm (Sydney time)
1 The Certification Symbol is issued by Responsible Investment Association Australasia (RIAA) ACN (641 046 666), AFSL (554110) and signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations and that CFS Thrive+ Sustainable Growth fund adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The classification signifies the degree to which sustainability is a consideration and binding investment criteria.
The CFS Thrive+ Sustainable Growth fund is assessed against RIAA’s Responsible Investment Standard and Assessment Note-Sustainability Classifications. There may be material differences between the definition and methodology of RIAA's classification system and the way the terms 'Sustainable Plus' are used by the product in its own disclosures. For detailed information about RIAA, the Symbol and CFS Thrive+ Sustainable Growth fund’s methodology, performance, stock holdings, remuneration and details about other responsible investment products certified by RIAA, refer to www.responsiblereturns.com.auandour Financial Services Guide. The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and if the advice relates to the acquisition, or possible acquisition, of a particular financial product. Certifications are current for 24 months and subject to change at any time.
2The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
Adviser Use Only
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.