Leverage the skills and expertise of CFS’ investment professionals to optimise portfolio performance and navigate market complexities.
CFS Dynamic Portfolio
CFS’s 'best ideas' managed account offers sophistication without complexity.
CFS Dynamic Portfolio employs a dynamic and purposeful approach to portfolio construction, ensuring adaptability to an ever-changing world.
With access to a full toolkit of asset classes and investment vehicles, it supports advisers in navigating the complexities of the investment landscape and delivering superior strategies to clients.
Why CFS Dynamic Portfolio?
Institutional
investment expertise
The CFS Investment team delivers institutional-grade investment strategies through their extensive experience.
Dynamic and purposeful
asset allocation
Our dynamic and purposeful approach to portfolio construction ensures they’re fit for a constantly evolving landscape.
Exceptional
value
Offering competitive management and admin fees through CFS Edge Accelerate 100, CFS Dynamic stands out as a high-value choice.
CFS Dynamic 30
CFS Dynamic 50
CFS Dynamic 70
CFS Dynamic 85
Tools and resources
CFS Index Portfolio
Efficient. Simple. Consistent
CFS Index Portfolio aims to meet diverse client preferences, including fee sensitivity and specific financial objectives, while offering you consistency and simplicity.
Why CFS Index Portfolio?
Simple diversification
Multi-asset investing offers quick and easy access to a range of asset types, sectors and regions.
Cost efficiency
Low-cost index portfolios can help you reduce investment costs, improving overall returns.
Zero admin fees
Take advantage of zero administration fees and no clunky rebates through CFS Edge Accelerate 100.
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Tools and resources
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.
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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.