Traditional multi-asset funds, while popular, pose significant challenges related to control, cost, and performance.
As economic conditions become more volatile and uncertain, modern solutions that offer flexibility and efficiency are needed more than ever.
Introducing the CFS Builder Series
Three funds. Countless portfolios.
CFS's innovative Builder Series consist of three essential building blocks, allowing advisers to blend and calibrate tailored portfolios to meet the ever-changing needs of each individual client.
Create and maintain tailored portfolios
By blending the Defensive and Growth Builder funds, advisers can create a huge range of bespoke client portfolios.
Why CFS Builder Series
Take control
Create flexible portfolios tailored to each client and continue to calibrate over time to meet their ever-changing circumstances.
Reduce cost
Reduce transaction costs and tax liabilities through ongoing calibrations around a static core.
Provide peace of mind
CFS’s sophisticated risk frameworks and active investing strategies ensure adaptability and resilience in changing markets.
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.
Paul Bourke
Director and Chief Relationship Builder, idaws
1 min video play
Limitations of traditional multi-asset funds
1 min video play
Philosophy behind CFS Builder Series
1 min video play
Key features and benefits of CFS Builder Series
Research rating
Resources
Performance Reports
Product collateral
Additional information
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Adviser use only
CFS Defensive (FSF2619AU), Growth (FSF7799AU), and Equity (FSF5316AU) Builder Funds. The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
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 Investments and FirstChoice Wholesale Investments. This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.