You can now access monthly performance reporting for CFS Edge Signature managed accounts.  

 

This new suite of reporting can be shared with clients to increase transparency and engagement. 

 

Each report provides: 

  • top 10 holdings 
  • monthly performance history (since inception) 
  • portfolio profile. 

Performance reporting is currently available for domestic markets. 

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Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of the CFS SMA made available under CFS Edge.     

 

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. 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.   

 

This article is based on current requirements and laws as at April 2025. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document 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 disclosure documents can be obtained via cfs.com.au/cfsedge or by calling us on 13 18 36.