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Specialist portfolios
FirstChoice managed accounts
FirstChoice managed accounts
FirstChoice managed accounts specialist portfolios are available on the FirstChoice Personal Super and Pension products at no extra costs to you or your clients.
There is a variety of specialist portfolios available to cater for a range of client objectives and risk appetites - the Specialist Portfolios are constructed and reviewed by well-known investment professionals with portfolio changes implemented and administered on your account by us.
You can learn more about the available investment professionals below.
See FirstChoice managed accounts full investment menu
Monthly Performance Bulletin
For an overview of the performance of the Specialist Portfolios available on FirstChoice, you can access the latest performance summary here.
Aequitas Investment Partners is your trusted partner in investment consulting and portfolio management.
We specialise in supporting financial advisers and licensees, offering managed account solutions that streamline your processes and enhance portfolio control. Our expertise in managing dealer groups means we understand your unique challenges and are dedicated to helping you scale and grow your business.
Our team members have worked together since 2010 and have a strong track record consistently surpassing key benchmarks across diverse market conditions. Importantly, we are 100% staff-owned, allowing us to provide you with unbiased research and independent decision-making.
Leveraging our strong institutional funds management background, we craft risk-adjusted strategies that align with your clients' financial goals.
Start your journey today and discover how we can help you achieve more.
Find out more about the portfolios from Aequitas.
AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs, and fund of funds. The parent company Azimut, Italy’s largest independent asset manager, was established in 1989 and listed on the Italian stock exchange in 2004.
Find out more about the portfolios from AZ Sestante.
Drummond Capital Partners are a boutique multi-asset investment manager focused on delivering a better client experience, drawing on their expertise in servicing clients and active funds management. The firm was established in 2017 and remains majority owned and managed by the investment team.
At Drummond, they believe in the power of asset allocation as academic evidence shows this is the primary driver of long-term returns. They invest considerable time and resources into both strategic and tactical asset allocation which in conjunction with their proprietary manager research deliver high quality, risk aware portfolios.
Find out more about the portfolios from Drummond.
Established in 2017, Infinity Asset Management is the investment management business of Infinity Capital Solutions, the investment solutions arm of the wider diversified financial services firm, Viridian Financial Group Ltd. Infinity is an award-winning specialist investment manager offering a diverse range of managed account and unit trust investment solutions. The investment team has over 100+ years of combined experience and manages in excess of A$3.7bn across multi-asset, private markets, and Australian equity portfolios.
Infinity’s multi asset investment approach is premised on the view that financial markets are inefficient over the short to medium term, and that active portfolio management can protect as well as be a source of added value for investors. Infinity fundamentally believes that portfolio construction, inclusive of dynamic asset allocation and manager/security selection needs to be viewed from the perspective of managing risk for portfolios to achieve their objectives in a consistent & sustainable manner over a full market cycle.
Find out more about the portfolios from Infinity.
Innova is a multi-disciplinary boutique investment management firm which offers a range of risk focused portfolio solutions. Innova approach risk in a multifaceted way, understanding that each investor has a series of risks they are exposed to in their lives, and differing tolerances to these risks. Innova believe this should be reflected in outcomes-focused portfolio construction.
Innova was founded on the principles of providing robust and research-intensive insights to help investors meet their financial goals. They focus on understanding the intricacies of investment risk and have built a proprietary risk management framework based on rigorous academic research to support their process. They have a successful history of navigating global markets through a rules based, systematic approach to portfolio construction.
Find out more about the portfolios from Innova.
InvestSense is an investment management firm founded in 2014. With extensive expertise in institutional and retail investment consulting, portfolio management, and research, InvestSense partners with advisers to deliver sophisticated investment solutions that help clients achieve their financial goals. Specialising in outcome-based portfolios, the firm leverages multi-asset managed account technology to deliver real value to investors.
With a disciplined forward-looking and valuation-driven approach, InvestSense dynamically manages portfolios to adapt to market shifts, optimising for growth and stability. The firm’s transparent partnership with advisers ensures investors are well-positioned and informed about how their investments align with their financial goals.
Find out more about the portfolios from InvestSense.
The Lonsec Group is a pivotal force within Australia's financial advice and investment industry, encompassing market-leading brands, Lonsec Research, Lonsec Investment Solutions, SuperRatings, and Implemented Portfolios.
For over 14 years, Lonsec has been providing model portfolios to CFS, supported by our award-winning investment research and a highly experienced investment team.
Uniquely positioned to offer a diverse suite of managed accounts to meet the various needs of clients, Lonsec integrates research-backed investment ideas with dynamic asset allocation and active investment selection.
Our investment research-driven approach to portfolio construction for the CFS portfolios is underpinned by four key beliefs:
- • Dynamic management
- • High-quality assets
- • Risk management
- • Diversification
Find out more about the portfolios from Lonsec.
Mercer has been providing professional investment services globally for 75 years. Mercer partners with clients across all aspects of investing and its scale allows them to offer a comprehensive suite of investment tools, advice and solutions to meet clients’ specific needs and objectives. In designing and managing the funds, Mercer draws on a global network of investment specialists, including approximately 2,000 professionals working to improve investment outcomes for members and clients both here in Australia and around the world.
Find out more about the portfolios from Mercer.
For over 35 years, the team at MLC Asset Management have been designing multi-manager portfolios to help advisers achieve their clients goals. They have evolved from the pioneer of the multi-manager investment approach in Australia to one of the country’s largest investment managers.
MLC Asset Management remain as focused as ever on leveraging their award winning investment capabilities to deliver market leading investment solutions, including their diversified, easy-to-use managed account portfolios.
Find out more about the portfolios from MLC.
Morningstar is a leading global provider of independent investment research with operations in 27 countries. The company offers an extensive line of products and services for individual investors, financial advisers, asset managers and institutional investors. Established in 2005, Morningstar Australasia provides Stock, Fund, ETF, LIC, and Credit data & research, software solutions and investment management services to financial services professionals and individual investors.
Find out more about the portfolios from Morningstar.
Quilla is an Australian owned, boutique investment group, which leverages the experience and skills of a team of highly experienced fund management professionals. It provides investment services including dynamic asset allocation and investment manager research and selection. Quilla’s vision is to assist clients achieve their investment objectives through the application of institutional investment management practices and close working relationships.
Find out more about the portfolios from Quilla.
For more than two decades, Zenith has been delivering premium research and portfolio construction services to the Australian market. Their services are designed for retail financial advisers, by industry experts, using their wealth of knowledge on the development and management of managed portfolios.
Manager selection is a key value-add. Zenith’s highly respected in-house research team provides extensive specialist knowledge which is core to the delivery of its high-quality managed portfolios offering.
Find out more about the portfolios from Zenith.
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Disclaimer
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the Financial Services Guide (FSG) available online for information about our services. This information is based on current requirements and laws as at the date of publication.
Tax considerations are general and based on present tax laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.
AIL and CFSIL are not registered tax (financial) advisers under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise under a tax law.