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Portfolio Changes

  • June quarter 2021
    Portfolio
    Effective date
    Change description More Einformation
    FirstChoice Emerging Markets 10 May 2021 Review and Portfolio changes Adviser flyer

     

  • September quarter 2020
    Portfolio
    Effective date
    Change description More information
    FirstChoice Alternatives 12 September 2020 Review and Portfolio changes Adviser flyer

     

    June quarter 2020
    Portfolio
    Effective date
    Change description More information
    FirstChoice Multi-Manager Multi-Sector portfolios 1 June 2020 Review and Portfolio changes Adviser flyer

     

    March quarter 2020
    Portfolio
    Effective date
    Change description More information
    FirstChoice Defensive Alternatives 2 March 2020 Review and Portfolio changes Adviser flyer
    FirstChoice Global Infrastructure Securities 18 March 2020 Review and Portfolio changes Adviser flyer
    FirstChoice Fixed Interest 
    6 February 2020 Review and Portfolio changes Adviser flyer

     

  • September quarter 2019
    Portfolio
    Effective date
    Change description More information
    FirstChoice Australian Small Companies 23 September 2019 Review and Portfolio changes Adviser flyer
    FirstChoice Asian Share 24 July 2019 Review and Portfolio changes Adviser flyer

     

    June quarter 2019
    Portfolio
    Effective date
    Change description More information
    FirstChoice Multi-Index
    3 June 2019 Review and Portfolio changes Adviser flyer

     

    March quarter 2019
    Portfolio
    Effective date
    Change description More information
    FirstChoice Property Securities
    11 March 2019 Review and Portfolio changes Adviser flyer
    Defensive Alternatives 8 January 2019 Review and Portfolio changes Adviser flyer
  • December quarter 2018
    Portfolio
    Effective date
    Change description More information
    FirstChoice Global Share 7 December 2018 Review and Portfolio changes
    Adviser flyer
    FirstChoice Global Share - Hedged 7 December 2018 Review and Portfolio changes Adviser flyer

    Review and Portfolio changes

    Review and Portfolio changes

    September quarter 2018
    Portfolio
    Effective date
    Change description More information
    FirstChoice Alternatives 15 August 2018 Review and Portfolio changes Adviser flyer
    FirstChoice Multi-Manager Multi-Sector portfolios
    1 August 2018

    Review and Portfolio changes

    Adviser flyer

    Review and Portfolio changes

    Review and Portfolio changes

    March quarter 2018
    Portfolio
    Effective date
    Change description More information
    FirstChoice Australian Share
    12 March 2018 Manager changes Adviser flyer

    FirstChoice Lower Volatility Australian Share

    12 March 2018

    Manager changes

    Adviser flyer

  • December quarter 2017
    Portfolio
    Effective date
    Change description More information
    FirstChoice Global Property Securities 6 December 2017 Manager changes Adviser flyer

    FirstChoice Property Securities

    30 October 2017

    Manager changes

    Adviser flyer

    FirstChoice Australian Share

    12 October 2017

    Strategic manager allocation changes

    Adviser flyer

    September quarter 2017
    Portfolio
    Effective date
    Change description More information

    FirstChoice Alternatives

    6 September 2017

    Manager changes

    Adviser flyer

  • December quarter 2016
    Portfolio
    Effective date
    Change description More information

    FirstChoice Australian Share

    11 November 2016

    Review and portfolio changes

    Adviser flyer

    FirstChoice Global Share

    11 November 2016

    Review and portfolio changes

    Adviser flyer

    FirstChoice Alternatives

    5 October 2016

    Review and portfolio changes

    Adviser flyer

    September quarter 2016
    Portfolio
    Effective date
    Change description More information

    FirstChoice Global Infrastructure Securities

    2 August 2016

    Portfolio changes

    Adviser flyer

    FirstChoice Australian Small Companies

    11 July 2016

    Review and portfolio changes

    Adviser flyer

    June quarter 2016
    Portfolio
    Effective date
    Change description More information

    FirstChoice Alternatives

    9 May 2016

    Review and portfolio changes

    Adviser flyer

    FirstChoice Multi-Index portfolios

    May 2016

    Portfolio Changes

    Adviser flyer

  • December quarter 2015
    Portfolio
    Effective date
    Change description More information

    FirstChoice Global Share portfolio

    1 March 2016

    Strategic manager allocation changes

    Adviser flyer

    FirstChoice multi-sector portfolios

    17 November 2015

    Strategic manager allocation changes

    Adviser flyer

    Client flyer

    September quarter 2015
    Portfolio
    Effective date
    Change description More information

    FirstChoice Australian Small Companies

    10 August 2015

    Manager changes

    Adviser flyer

    June quarter 2015
    Portfolio
    Effective date
    Change description More information

    FirstChoice multi-sector portfolios

    18 May 2015

    Strategic allocation changes

    Adviser flyer

    FirstChoice Fixed Interest

    18 May 2015

    Manager changes

    Adviser flyer

    March quarter 2015
    Portfolio
    Effective date
    Change description More information

    FirstChoice Global Infrastructure Securities and FirstChoice Global Property Securities

    31 March 2015

    Benchmark changes

    Adviser flyer

    FirstChoice Alternatives

    30 January 2015

    Manager and structure changes

    Adviser flyer

  • September quarter 2014
    Portfolio
    Effective date
    Change description More information

    FirstChoice multi-sector portfolios

    1 July 2014

    Strategic allocation changes

    Adviser flyer

    March quarter 2014
    Portfolio
    Effective date
    Change description More information

    FirstChoice multi-sector portfolios

    3 March 2014

    Manager changes

    Adviser flyer

  • December quarter 2013
    Portfolio
    Effective date
    Change description More information

    FirstChoice Geared Global Share

    4 December 2013

    Appointed as new portfolio manager

    Adviser flyer

    September quarter 2013
    Portfolio
    Effective date
    Change description More information

    FirstChoice Global Property Securities

    15 August 2013

    Strategic allocation changes

    Adviser flyer

    June quarter 2013
    Portfolio
    Effective date
    Change description More information

    FirstChoice Multi-Sector Portfolios

    11 June 2013

    Strategic allocation changes

    Adviser flyer

    FirstChoice Lower Volatility Australian Share

    11 June 2013

    • Portfolio name change
    • Manager and structure changes

    Adviser flyer

    FirstChoice Australian Share 21 May 2013
    • Manager changes
    • Strategic allocation changes

    Adviser flyer

    FirstChoice Geared Australian Share 1 May 2013
    • Portfolio name change
    • Manager and strategy change

    Adviser flyer

  • December quarter 2012
    Portfolio
    Effective date
    Change description More information

    FirstChoice Alternatives

    Early November 2012

    • Appointed manager Global Asset Management International
    • Appointed manager Amundi Asset Management
    • Revised and adjusted the strategic manager allocations

    Adviser flyer
     

    Client flyer

    FirstChoice Global Share and FirstChoice Global Share - Hedged

    2 October 2012

    • Increased manager allocations of Acadian Asset Management, Sarasin & Partners, Hexavest, Baillie Gifford and JO Hambro Capital Management
    • Decreased manager allocation of Capital International

    Adviser flyer
     

    Client flyer

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.


From time to time, CFSIL enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for CFSIL to provide third party distribution services within the Australian Financial Services intermediary market.

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