The CFS Investments team replaced First Sentier Investors as the investment manager of the First Sentier multi-asset options in October 2023.
Since then, the CFS Investments team has implemented changes to strengthen the portfolios, with the aim of improving investor outcomes. This includes selecting higher conviction investment managers in select asset classes to complement a core holding of enhanced index investments.
CFS Investments’ appointment as investment manager, together with the new underlying investment choices means it is appropriate to rename the options as follows:
First Sentier Conservative
CFS Select Conservative
First Sentier Balanced
CFS Select Balanced
First Sentier Diversified
CFS Select Diversified
First Sentier High Growth
CFS Select High Growth
There is no change to the objectives or strategies of these options.
We will reflect these name changes on the CFS website and relevant disclosure documents in due course.
We’re here to help
For more information about these changes, please refer to the relevant PDS, speak to a financial adviser if you have one, or call us on 13 13 36, 8:30am to 6pm Monday to Friday Sydney time.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is 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 responsible entity and issuer of products made available under FirstChoice Wholesale Investments and other managed investment schemes.
Information on this webpage is provided by AIL and 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 https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.