Fixed Income and Cash assets form a central part of most client portfolios. These defensive assets can provide diversification while generating a steady income stream.

Defensive
Steady income
Style and strategy choice
Defensive

Fixed income and cash can stabilise client portfolios during heightened sharemarket volatility.

Defensive

The regular income generated by fixed income can supplement more variable income sources such as share dividends. 

Defensive

Passive, active and ESG options enable advisers to align strategy with client need.

Invest in fixed income and cash with CFS

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

CFS Enhanced Cash

Strategy

Multi-manager / Single sector

Fund profile (open funds)

Class A

FirstChoice

Investment option

CFS Fixed Interest

Strategy

Multi-manager / Single sector

Fund profile (open funds)

FirstChoice

Strategy

Single-manager / Specialist share

Fund profile (open funds)

Monthly performance report

Investment option

Fortlake Real-Income Fund

Strategy

Single-manager / Specialist share

Fund profile (open funds)

Monthly performance report

Strategy

Single-manager / Specialist share

Fund profile (open funds)

Monthly performance report

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

CFS Index Australian Bond

Strategy

Index / Single sector

Fund profile (open funds)

Class A

FirstChoice

Investment option

CFS Index Global Bond

Strategy

Index / Single sector

Fund profile (open funds)

Class A

FirstChoice

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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.