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Specialist Portfolios FirstChoice Managed Accounts

FirstChoice Managed Accounts

FirstChoice Managed Accounts Specialist Portfolios are available on the FirstChoice Personal Super and Pension products at no extra costs to you or your clients.

There is a variety of Specialist Portfolios available to cater for a range of client objectives and risk appetites - the Specialist Portfolios constructed and reviewed by well-known investment professionals such as Lonsec, Morningstar, Zenith with portfolio changes implemented and administered on your account by us.

You can learn more about the available Portfolio Consultants below and access details of the each portfolio, including performance, by following the link to their website.

Lonsec is Australia’s leading investment product research house, with a team of over 65 analysts conducting in-depth research on over 1,850 investment products, including managed funds, shares, listed products like Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs), and superannuation funds. 

For over 12 years Lonsec has provided users of the CFS platform with model portfolios, underpinned by that research.  

Find out more about the portfolios from Lonsec.

Morningstar is a leading global provider of independent investment research with operations in 27 countries. The company offers an extensive line of products and services for individual investors, financial advisers, asset managers and institutional investors. Established in 2005, Morningstar Australasia provides Stock, Fund, ETF, LIC, and Credit data & research, software solutions and investment management services to financial services professionals and individual investors. 

Find out more about the portfolios from Morningstar.

For more than two decades, Zenith has been delivering premium research and portfolio construction services to the Australian market. Their services are designed for retail financial advisers, by industry experts, using their wealth of knowledge on the development and management of managed portfolios.

Manager selection is a key value-add. Zenith’s highly respected in-house research team provides extensive specialist knowledge which is core to the delivery of its high-quality managed portfolios offering.

Find out more about the portfolios from Zenith.

The right support

We’re on hand to help make the transition to Specialist Portfolios as smooth as possible. You can learn more about Specialist Portfolio and how they can help your business.

Things you should know

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. This document is based on the understanding of current regulatory requirements and laws as at September 2021. 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 document provides 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. 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.

The content displayed on this page is intended for financial advisers only