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Managed accounts
Portfolio Mastery
Exceed client expectations to propel business growth
Solutions for every client
Meet diverse client needs while harnessing the scale of CFS to reduce investment costs.
Comprehensive expertise
Access portfolio construction and trading expertise, combined with leading technology, for superior client outcomes.
Enduring partnership
Reduce complexity with a robust managed account solution, and be supported by a team committed to your continued success.
International investing through managed accounts
Understand why international markets mean more opportunity
Discover the role managed accounts play in removing the complexities of international investing
Deep dive into the well-known international managers selected based on their capabilities, experience and track record
There’s a reason why advisers have over $15bn invested in managed accounts with CFS.
FirstChoice managed accounts
Access over 50 specialist portfolios from Australia’s top portfolio managers and researchers, helping to lower the cost of advice and reduce the compliance burden.
Additionally, licensees can design their own tailored portfolios, all at no extra cost.
CFS Edge managed accounts
Choose from over 150 Signature managed accounts from quality investment managers on a contemporary platform.
Alternatively badge a Signature portfolio or partner with experts to build a tailored solution which reflects your unique investment philosophy and value proposition.
CFS managed portfolios
With over 35 years of experience and $70 billion in funds under management, CFS Investments has a proven track record of helping advisers optimise portfolio performance and navigate market complexities.
Leverage the expertise of CFS Investments through nine diversified managed portfolios.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
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)
Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. AIL is also the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments. CFSIL is also the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The CFS Edge PDS, IDPS Guide and FSGs can be obtained from your adviser, cfs.com.au/cfsedge or by calling us on 1300 769 619 and FirstChoice PDSs and the FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.