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Streamline your practice and serve clients better with CFS managed account portfolios.
Our broad range of portfolios, all underpinned by a common philosophy, enable you to efficiently and confidently meet diverse client needs.
Adviser and Client efficiency
Purpose-built portfolios with common building blocks enable highly-efficient advice journeys.
Depth and Agility
As the velocity of market change increases, so does the importance of our active, agile approach to asset allocation.
Range and Consistency
Our suite of portfolios cater to diverse client types, and are underpinned by a consistent and contemporary investment philosophy.
CFS Apex Portfolio
CFS’s 'best ideas' managed account offers sophistication without complexity.
Unconstrained
The highest level of active management for highly-engaged clients.
Direct shares
Improved transparency and engagement through direct shares.
Focussed
We only spend on fully active managers in asset classes where it makes sense. Savings are passed on to clients.
Tools and resources
CFS Flex Portfolio
Aligns with a preference for using a mix of active and passive.
A better Core-Satellite
Similar cost, but more robust portfolio construction.
Full toolkit
Flexibility to utilise passive, enhanced and active building blocks.
Avoid clunky blending
An off-the-shelf solution that removes the need to blend SMAs, ensuring cohesion and consistency.
Tools and resources
CFS Index Portfolio
A high-quality managed account for fee-sensitive portfolios.
Active asset allocation
Asset mix adapts to constantly evolving market dynamics.
Simple but diversified
Broad market exposure, packaged efficiently.
Cost efficient
Exclusively uses passive building blocks to keep costs down.
Coming soon
Coming soon
Tools and resources
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
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.