Streamline your practice and deliver better client outcomes with CFS Managed account portfolios.
Our SMA suite
Discover how managed accounts are reshaping the way advisers deliver value. Hear directly from the CFS investment team as they share the philosophy and approach behind the managed accounts suite, and how it's designed to meet the evolving needs of clients.
Featuring:
- Al Clark, Head of Investments
- Ritesh Prasad, Multi‑Sector Portfolio Manager
- Chetan Soorkea, Assistant Portfolio Manager
Index, Flex and Apex
Together, the three options in our suite unlock a wider range of efficiencies compared to traditional managed accounts.
Adviser and client efficiency
Purpose-built portfolios with common building blocks enable highly-efficient advice journeys.
Depth and agility
As the velocity of market change increases, so does the importance of our active, agile approach to asset allocation.
Range and consistency
Our suite of portfolios cater to diverse client types, and are underpinned by a consistent and contemporary investment philosophy.
CFS Index Portfolio
A high-quality managed account for fee-sensitive portfolios.
Active asset allocation
Asset mix adapts to constantly evolving market dynamics.
Simple but diversified
Broad market exposure, packaged efficiently.
Cost efficient
Exclusively uses passive building blocks to keep costs down.
CFS Index 30
CFS Index 50
CFS Index 70
CFS Index 80
CFS Index 99
CFS Index 150
CFS Flex Portfolio
Aligns with a preference for using a mix of active and passive.
A better Core-Satellite
Similar cost, but more robust portfolio construction.
Full toolkit
Flexibility to utilise passive, enhanced and active building blocks.
Avoid clunky blending
An off-the-shelf solution that removes the need to blend SMAs, ensuring cohesion and consistency.
CFS Flex 30
CFS Flex 50
CFS Flex 70
CFS Flex 85
CFS Flex 99
CFS Apex Portfolio
CFS’s 'best ideas' managed account offers sophistication without complexity.
Unconstrained
The highest level of active management for highly-engaged clients.
Direct shares
Improved transparency and engagement through direct shares.
Focussed
We only spend on fully active managers in asset classes where it makes sense. Savings are passed on to clients.
CFS Apex 30
CFS Apex 50
CFS Apex 70
CFS Apex 85
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Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
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.
This website is based on current requirements and laws as at 26/10/2026. While all care has been taken in preparing the information contained on this website (using reliable and accurate sources), to the extent permitted by law, no one including AIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This website provides general information for the adviser only and is not to be handed to any investor. It does not 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.