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CFS Edge managed accounts

Transform the way you do business

We've designed CFS Edge around a suite of portfolio management tools to suit any advice model.

Choosing the right managed account (SMA)

Select an off-the-shelf SMA from one of our many high-quality portfolio managers.<br><br>

Select an off-the-shelf SMA from one of our many high-quality portfolio managers.

Choose to be more hands-on and partner with the experts to build a tailored SMA to meet your clients’ and business needs.

Choose to be more hands-on and partner with the experts to build a tailored SMA to meet your clients’ and business needs.

Build your own or partner with others to reduce the cost of investing for your clients (coming soon).

Build your own or partner with others to reduce the cost of investing for your clients (coming soon).

Managed discretionary accounts (MDA)

Use CFS Edge’s purpose-built portfolio construction and rebalancing tools to allow MDA license holders to deliver tailored discretionary portfolios to meet your client and business needs. 

Model portfolios

Access CFS Edge’s portfolio construction and rebalancing tools to allow you to efficiently deliver personal advice to your clients.


Managed accounts with 0% admin fees CFS Edge Accelerate 100

Harness the power of zero admin fees, zero clunky rebates and zero full menu restrictions

Why CFS Edge managed accounts? 

Boost business performance

  • On average, advisers save 17.1 hours a week by using managed accounts1
  • Less time on research, records of advice, portfolio implementation and paperwork
  • 41% of advisers using managed accounts found them to be an appropriate way to meet client best interests.2

Access expert portfolio management

  • Whether off-the-shelf or custom-built, managed accounts provide access to quality portfolio management
  • Deliver a risk-managed professional portfolio management solution without the administrative and compliance burden
  • Efficient and consistent portfolio implementation and rebalancing. 

Transform your value proposition

  • 82% of advisers using managed accounts found benefits to their value proposition3
  • 45% of advisers using managed accounts said they had greater focus on client goals4
  • Increased frequency and improved quality of client engagement. 

Additional portfolio changes

New managed accounts on CFS Edge

We’ve partnered with 4 leading investment managers, Morningstar, Atchison, Drummond and Russell Investments to expand the investment choice on CFS Edge, with 31 new managed accounts.
Morningstar:
  • 6 Diversified portfolios under the Medalist Core Portfolio series: Conservative, Moderate, Balanced, Growth and High Growth and All Growth Portfolios
Atchison:
  • 4 Diversified portfolios: Active 55, 70, ETF 55 and 70
  • 6 Single sector portfolios: Australian shares, International shares, Real Assets Portfolio, Alternatives Portfolio, Long Duration Portfolio, Floating Rate Portfolio
Drummond:
  • 9 Diversified portfolios
  • Direct 50, 70 and 90 Portfolio
  • Strategic 30, 50, 70, 90 and 100 Plus Portfolio
  • Dynamic Portfolio
Russell Investments:
  • 6 Diversified portfolios: Conservative, Diversified 50, Balanced, Growth, High Growth and Geared 120 Portfolios.

Please refer to the CFS Separately Managed Account PDS for full details of these new portfolio options.

 

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Find a Business Development Manager

Need more information or support? 

 

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1. January 2023 Managed Accounts Report, Investment Trends Pty Ltd, Executive summary, page 10, Section 1.2

2.  January 2023 Managed Accounts Report, Investment Trends Pty Ltd, page 45, Question 18: “What do you see as the benefits of recommending managed accounts?”

3.  January 2023 Managed Accounts Report, Investment Trends Pty Ltd, page 45, Question 18: “What do you see as the benefits of recommending managed accounts?”

4.  January 2023 Managed Accounts Report, Investment Trends Pty Ltd, Executive summary, page 10, Section 1.2 

 

January 2023 Managed Accounts Report, Investment Trends Pty Ltd

Report released: March 2023. Report based on a quantitative online survey of financial advisers between November 2022 and January 2023. Sample size n=632 financial advisers. Copyright Investment Trends 2023. 

 

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 and custodian of 'Avanteos Wrap Account Service' which includes CFS Edge Investments.

 

Colonial First State (CFS) is Superannuation and Investments HoldCo Pty Limited ABN 64 644 660 882 and its subsidiaries, which includes AIL and CFSIL. The investment performance and the repayment of capital of AIL and CFSIL products are not guaranteed.

 

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 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 does not consider 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 PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 1300 769 619.