Australian equities form a core allocation in most client portfolios. Providing strong opportunities for capital growth and tax-effective income from franking credits, they're a familiar asset most clients find easy to understand.

Growth and income
Tax effectiveness
Style and strategy choice
Growth and income

Australian shares has been one of the best performing asset classes over the long-term.  

Growth and income

Depending on a company’s tax status, investors may receive franking credits for tax already paid on dividends, effectively boosting net returns.

Growth and income

Index, active and geared options enable advisers to align strategy with client need.

Invest in Australian equities with CFS

Active investment options
Investment option
Strategy
Fund profile (open funds)
Investment option

CFS Australian Share

Strategy

Multi-manager / Single sector

Fund profile (open funds)

FirstChoice

Investment option

CFS Australian Small Companies

Strategy

Multi-manager / Single sector

Fund profile (open funds)

FirstChoice

Investment option

CFS Geared Australian Share*

Strategy

Multi-manager / Single sector

Fund profile (open funds)

FirstChoice

Investment option

CFS Geared Share

Strategy

Single-manager / Single sector

Fund profile (open funds)

Wholesale Class

Index investment options
Investment option
Strategy
Fund profile (open funds)
Investment option

CFS Index Australian Share

Strategy

Index / Single sector

Fund profile (open funds)

Class A

FirstChoice

Investment option

CFS Geared Index Australian Share*

Strategy

Index / Single sector

Fund profile (open funds)

FirstChoice

*For more information on gearing and our geared funds, please refer to the relevant PDS.

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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)

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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.