CFS Edge SMAs

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.

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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. 

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CFS Index 30

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CFS Index 50

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CFS Index 70

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CFS Index 80

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CFS Index 99

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CFS Index 150

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Quarterly performance report coming soon

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.​


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CFS Flex 30

Monthly performance reports

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CFS Flex 50

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CFS Flex 70

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CFS Flex 85

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CFS Flex 99

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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. 

Portfolio
Platform
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Portfolio

CFS Apex 30

Monthly performance reports

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CFS Apex 50

Monthly performance reports

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CFS Apex 70

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CFS Apex 85

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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments. CFSIL is also the responsible entity and issuer of interests in the Colonial First State Managed Account ARSN 167 425 649 and the Colonial First State Separately Managed Account ARSN 618 390 051, available for investment through CFS Edge super, pension and investment products.



This webpage is based on current requirements and laws as at 17 September 2026. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. 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), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained via cfs.com.au/cfsedge or by calling us on 1300 769 619.