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:
Together, the three options in our suite unlock a wider range of efficiencies compared to traditional managed accounts.
Purpose-built portfolios with common building blocks enable highly-efficient advice journeys.
As the velocity of market change increases, so does the importance of our active, agile approach to asset allocation.
Our suite of portfolios cater to diverse client types, and are underpinned by a consistent and contemporary investment philosophy.
A high-quality managed account for fee-sensitive portfolios.
Asset mix adapts to constantly evolving market dynamics.
Broad market exposure, packaged efficiently.
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
Quarterly performance report coming soon
Aligns with a preference for using a mix of active and passive.
Similar cost, but more robust portfolio construction.
Flexibility to utilise passive, enhanced and active building blocks.
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’s 'best ideas' managed account offers sophistication without complexity.
The highest level of active management for highly-engaged clients.
Improved transparency and engagement through direct shares.
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
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
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.