Specialist strategies funds focus on specific sectors, industries or themes, with the aim to capitalise on their growth potential. Clients interested in a particular sector can invest in these to gain exposure to companies within that sector, potentially benefiting from the sector's performance while diversifying their investments.

Focused investment
Expert management
Sector diversification
Focused investment

Your clients can concentrate on specific sectors or industries they believe will perform well. This targeted approach can potentially lead to higher returns.

Focused investment

Funds are managed by experts who specialise in the chosen sector, leveraging their in-depth knowledge to make informed investment decisions. 

Focused investment

Funds invest in a range of companies within each sector. Diversification across a sector’s value chain, geographies and company sizes provides a balanced exposure to the sector's potential growth.

Specialist strategies investing with CFS

Investment option
Sector
Fund profile (open funds)
Investment option

Aspect Absolute Return

Sector

Alternative 

Fund profile (open funds)

Class A

FirstChoice

Investment option

Aspect Diversified Futures

Sector

Alternative 

Fund profile (open funds)

Class A 

FirstChoice 

Sector

Global Equities

Fund profile (open funds)

Class A 

FirstChoice 

Sector

Global Equities 

Fund profile (open funds)

Class A 

FirstChoice 

Investment option

Generation Global Share

Sector

Global Equities

Fund profile (open funds)

Wholesale Class

Investment option

CFS - Wellington Global Technology & Communications

Sector

Global Equities

Fund profile (open funds)

FirstChoice

Investment option

CFS - Wellington Global Health & Biotechnology

Sector

Global Equities

Fund profile (open funds)

FirstChoice

Investment option

CFS - Wellington Global Small Companies

Sector

Global Equities

Fund profile (open funds)

FirstChoice

Sector

Fixed income

Fund profile (open funds)

Monthly performance report

Investment option

Fortlake Real-Income Fund

Sector

Fxed income

Fund profile (open funds)

Monthly performance report

Sector

Fixed income

Fund profile (open funds)

Monthly performance report

Sector

Infrastructure

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.