Fixed Income and Cash assets form a central part of most client portfolios. These defensive assets can provide diversification while generating a steady income stream.

Defensive
Steady income
Style and strategy choice
Defensive

Fixed income and cash can stabilise client portfolios during heightened sharemarket volatility.

Defensive

The regular income generated by fixed income can supplement more variable income sources such as share dividends. 

Defensive

Passive, active and ESG options enable advisers to align strategy with client need.

Invest in fixed income and cash with CFS

Active investment options
Investment option
Strategy
Fund profile (open funds)
Investment option

CFS Enhanced Cash

Strategy

Multi manager / Single sector

Fund profile (open funds)

Class A

FirstChoice

Investment option

CFS Fixed Interest

Strategy

Multi manager / Single sector

Fund profile (open funds)

FirstChoice

Investment option

Affirmative Global Impact Bond

Strategy

Single manager / Single sector

Fund profile (open funds)

Class A

FirstChoice

Index investment options
Investment option
Strategy
Fund profile (open funds)
Investment option

CFS Index Australian Bond

Strategy

Index / Single sector

Fund profile (open funds)

Class A

FirstChoice

Investment option

CFS Index Global Bond

Strategy

Index / Single sector

Fund profile (open funds)

Class A

FirstChoice

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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.