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The most complete Salita offering in the market
We’ve partnered with Salita to bring their managed accounts to CFS, giving you access to high-conviction portfolios at market-leading value.
“Salita delivers managed account solutions by blending the quality and conviction of active portfolio management with efficiencies of scale, intelligent construction, strong partnerships and a deep understanding of the advice landscape,” explains Francy Taylor – Executive Director, Managed Accounts at CFS.
Now, you can tap into Salita’s full suite of managed accounts across CFS Edge and CFS FirstChoice – with best-ideas portfolios built to deliver resilient, long-term performance.
View the full range
Salita offers a range of diversified, actively managed portfolios across considered risk profiles to help meet your clients' needs – compare the options below to find the right fit for your clients.
CFS Edge
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CFS FirstChoice
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Salita Accumulation
Diversified, actively managed portfolios invested in high-quality managers.
Salita Retirement
Multi-asset, actively managed portfolios invested in high-quality managers.
Salita Australian Equities SMA
High-conviction Australian equities portfolio within a managed account framework.
Available now on CFS Edge and CFS FirstChoice
Whether your clients have simple or sophisticated needs, CFS offers a complete solution. Explore Salita on CFS and help your clients benefit from scalable solutions, curated investment menus and a commitment to innovation.
“Now celebrating $20 billion in funds under management, the CFS managed accounts offering is designed to simplify portfolio construction while also delivering the depth and flexibility advisers need to support their clients’ goals,” says Francy.
“It’s about transparency, efficiency, and empowering practices to scale with confidence.”
Here to help
Want to learn more or explore how Salita managed accounts can support your clients?
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
This information is based on current requirements and laws as at the date of publishing.
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 and issuer of CFS Edge Investments.
This information is based on current requirements and laws as at the email. While all care has been taken in preparing the information contained in this email (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 mail 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 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 relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.