Solutions CFS FirstChoice Managed Accounts
Gain access to specialist managed accounts for no additional fees
We have partnered with CFS FirstChoice to deliver five traditional portfolios (for both super and pension) using our trademark approach to risk management and portfolio construction.
These portfolios are a great option for Advisers looking for a professionally managed multi-asset solution, with no additional fees to your clients. The only cost is the platform administration fee and the cost of the underlying investment.
The underlying investments are unit trusts operated by CFS FirstChoice, while this reduces portability of the options across platforms, a great benefit is the reduced settlement timeframe. All investments are settled on a T + 2 basis.
These are only available for super and pension (no investment option), and there is no standalone product disclosure statement (PDS)
More information can be found in our introduction brochure.
Current Investment allocation and fees
We have a Superior (4 & ¼ star) rating with SQM research
Please get in contact to request a full copy of the report.
SQM Research Disclaimer
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913.
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs.
You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
For a copy of the full SQM research report on our risk defined portfolios please contact us and request a copy here.
