Solutions CFS Managed Accounts
Access Specialist Managed Accounts at a Competitive Cost
We have partnered with CFS to deliver a suite of active managed account portfolios, combining our proven risk management and portfolio construction expertise—all at a competitive cost for your clients.
We offer:
- 5 traditional portfolios available on CFS FirstChoice
- 5 traditional portfolios on the CFS Edge Accelerate 100 menu
CFS FirstChoice: Key Features
- No additional managed account fees – clients only pay the platform administration fee and underlying investment costs.
- Efficient settlement – investments are unit trusts operated by CFS, settled on a T+1 basis.
- Super & pension only – available exclusively for superannuation and pension accounts (no investment option).
- Simplified structure – no standalone Product Disclosure Statement (PDS) required.
- More details – see our Product Brochure and current investment allocation and fees.
Current Investment allocation and fees
CFS Edge Accelerate: Key Features
- No platform administration fees – for investments in our Edge Accelerate 100 portfolios.
- Low managed account fees – ensuring an ultra-competitive cost structure for clients.
- Faster settlement – underlying investments are CFS-operated unit trusts with quicker settlement than traditional managed funds.
- Broad investment access – available across super, pension, and investment accounts.
- Flexible portfolio construction – not a limited menu, allowing a core & satellite approach to optimise cost efficiency.
Conservative
| Risk | Timeframe | Objective | Strategic Asset Allocation |
|---|---|---|---|
| Low to medium | 3 Years | CPI + 2.5% | Growth: 27% Defensive: 73% |
Moderately Conservative
| Risk | Timeframe | Objective | Strategic Asset Allocation |
|---|---|---|---|
| Medium | 5 Years | CPI + 3.5% | Growth 47.5% Defensive 52.5% |
Balanced
| Risk | Timeframe | Objective | Strategic Asset Allocation |
|---|---|---|---|
| Medium to high | 6 Years | CPI + 4% | Growth 67.5% Defensive 32.5% |
Growth
| Risk | Timeframe | Objective | Strategic Asset Allocation |
|---|---|---|---|
| High | 7 Years | CPI + 4.25% | Growth 87.5% Defensive 12.5% |
High Growth
Edge Accelerate Managed Account
| Risk | Timeframe | Objective | Strategic Asset Allocation |
|---|---|---|---|
| High | 8 Years | CPI + 4.5% | Growth 97.5% Defensive 2.5% |
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.
