Multi-asset
CFS's multi-asset portfolios span different investment strategies and asset classes to cater for a range of risk profiles and investment objectives. Our aim with each portfolio is to outperform a benchmark (before fees and taxes) determined by its strategy.
Portfolios that combine different investment styles are less dependent on one style and may deliver more consistent performance relative to benchmark.
Multi-asset portfolios can be chosen to meet different investment outcomes such as income, growth or risk mitigation.
Diversification across sectors, management styles and investment approaches allows portfolio managers to react quickly to changing market conditions.
CPD webinar | Introducing CFS Builder Series
Wednesday, 24 July 2024
11:00 – 11:45am Sydney time
Traditional multi-asset funds, while popular, present challenges related to control, cost, and performance. CFS Builder Series has been developed to solve for these challenges.
Three contemporary multi-manager funds provide the essential building blocks to create and adapt tailored portfolios for the changing needs of each individual client.
CFS's multi-asset investment options
CFS Defensive
Multi-manager / Multi-sector
CFS Conservative
Multi-manager / Multi-sector
CFS Diversified
Multi-manager / Multi-sector
CFS Moderate
Multi-manager / Multi-sector
CFS Balanced
Multi-manager / Multi-sector
CFS Growth
Multi-manager / Multi-sector
CFS High Growth
Multi-manager / Multi-sector
CFS Geared Growth Plus*
Multi-manager / Multi-sector
Multi-manager / Multi-sector
Multi-manager / Multi-sector
Multi-manager / Multi-sector
Multi-manager / Multi-sector
CFS Enhanced Index Conservative
Enhanced index / Multi-sector
CFS Enhanced Index Diversified
Enhanced index / Multi-sector
CFS Enhanced Index Moderate
Enhanced index / Multi-sector
CFS Enhanced Index Balanced
Enhanced index / Multi-sector
CFS Enhanced Index Growth
Enhanced index / Multi-sector
CFS Enhanced Index High Growth
Enhanced index / Multi-sector
CFS Index Conservative
Index / Multi-sector
CFS Index Diversified
Index / Multi-sector
CFS Index Moderate
Index / Multi-sector
CFS Index Balanced
Index / Multi-sector
CFS Index Growth
Index / Multi-sector
CFS Index High Growth
Index / Multi-sector
*For more information on gearing and our geared funds, please refer to the relevant PDS.
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For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Adviser use only
Adviser use only. 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.