CFS reveals new suite of innovative investment solutions on FirstChoice and Edge platforms

Tuesday 17 December 2024 Colonial First State (CFS) has announced a suite of dynamic investment solutions designed to help Australians achieve financial freedom in a world challenged by persistently higher inflation and market volatility. 

Over recent months CFS has launched a range of new investment solutions available on FirstChoice and Edge, including Real Return, Builder Series and Dynamic SMA. 

CFS Head of Investments Al Clark said Real Return is an innovative multi-asset strategy that prioritises capital preservation and stability, while aiming to deliver a return of CPI+5% over rolling 5-year periods.

“Inflation remains persistently high. We believe this will continue for some time and there is now an urgent need for robust investment solutions that are suitable for this environment, particularly for the millions of Australians entering retirement,” Mr Clark said. 

“Our new Real Return fund is designed to be flexible and able to adapt to changing markets and economic environments. Critically, it is aimed at helping Australians approaching the pension phase who want to minimise sequencing risk and continue building wealth in retirement.”

The CFS Real Return Fund – Class A recently received a Recommended rating from Lonsec. 

CFS Real Return joins the CFS Builder Series, launched in October 2023, to form two new multi-asset strategies designed to meet the changing needs of Australian investors and the advisers who support them. 

The Builder Series consists of three contemporary multi-asset, multi-manager funds and an enhanced cash fund. This suite provides advisers with the essential building blocks needed to construct diversified portfolios that align to their clients’ risk profiles and objectives.

The recently launched CFS Dynamic SMA is a contemporary approach to asset allocation and manager selection. It is guided by a hands-on, purposeful approach to portfolio construction, ensuring that portfolios are fit for an ever-changing world. 

With access to a full toolkit of asset classes and investment vehicles, including direct shares, managed funds and ETFs, exposures are carefully selected to balance the need for performance, simplicity and efficiency.

“CFS is continuing to innovate and launch contemporary investment solutions that offer our customers and advisers greater choice and confidence at a time when markets are increasingly volatile,” Mr Clark said. 

“We are bringing these solutions to market across a range of multi-asset strategies, managed accounts and through our alliance partnerships.”