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 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.
AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs, and fund of funds. The parent company Azimut, Italy’s largest independent asset manager, was established in 1989 and listed on the Italian stock exchange in 2004. The group manages over AUD$130 billion in assets under administration globally including over AUD$7.8 billion in multi-manager solutions*.
*Figures updated 31 December 2021.
Find out more about the portfolios from AZ Sestante.
Drummond Capital Partners are a boutique multi-asset investment manager focused on delivering a better client experience, drawing on their expertise in servicing clients and active funds management. The firm was established in 2017 and remains majority owned and managed by the investment team.
At Drummond, they believe in the power of asset allocation as academic evidence shows this is the primary driver of long-term returns. They invest considerable time and resources into both strategic and tactical asset allocation which in conjunction with their proprietary manager research deliver high quality, risk aware portfolios.
Find out more about the portfolios from Drummond.
Innova is a multi-disciplinary boutique investment management firm which offers a range of risk focused portfolio solutions. Innova approach risk in a multifaceted way, understanding that each investor has a series of risks they are exposed to in their lives, and differing tolerances to these risks. Innova believe this should be reflected in outcomes-focused portfolio construction.
Innova was founded on the principles of providing robust and research-intensive insights to help investors meet their financial goals. They focus on understanding the intricacies of investment risk and have built a proprietary risk management framework based on rigorous academic research to support their process. They have a successful history of navigating global markets through a rules based, systematic approach to portfolio construction.
Find out more about the portfolios from Innova.
InvestSense is a boutique investment management firm founded in 2014. Exclusively focused on multi-asset managed accounts, InvestSense is a pioneer in the Australian managed account space and boasts a 10+ year track record on a number of managed account portfolios.
The aim of InvestSense is to bring institutional-grade portfolio management capabilities to the Australian financial advice landscape, allowing financial advisers to leverage the benefits of managed account technology.
The team has extensive experience in financial markets across institutional and retail investment consulting, portfolio management and investment research. InvestSense is 100% owned by its employees, which allows them to construct portfolios with investments that they deem most appropriate, and without any conflict of interest.
Find out more about portfolios from InvestSense
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.
For over 35 years, the team at MLC Asset Management have been designing multi-manager portfolios to help advisers achieve their clients goals. They have evolved from the pioneer of the multi-manager investment approach in Australia to one of the country’s largest investment managers with over $145 billion* in assets under management.
MLC Asset Management remain as focused as ever on leveraging their award winning investment capabilities to deliver market leading investment solutions, including their diversified, easy-to-use managed account portfolios.
*Assets under management as of 31 Dec 2022.
Find out more about the portfolios from MLC.
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.
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Disclaimer
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL). It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the Financial Services Guide (FSG) available online for information about our services. This information is based on current requirements and laws as at the date of publication.
Tax considerations are general and based on present tax laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.
AIL and CFSIL are not registered tax (financial) advisers under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise under a tax law.