CFS has taken steps to strengthen the investment management processes of the First Sentier multi-asset funds.
With effect from 6 October 2023, the CFS Investments team has replaced First Sentier as the investment manager of the following options:
First Sentier (Wholesale) Conservative
Conservative
First Sentier (Wholesale) Balanced
Balanced
First Sentier (Wholesale) Diversified
Diversified
First Sentier (Wholesale) High Growth
High Growth
There is no immediate change to the objectives or strategies of these options, however they will be subject to close monitoring and review by the CFS Investments team. The CFS Investments team will seek opportunities to enhance the risk and return outcomes for investors over time.
CFS’s experienced team of investment professionals specialise in constructing and managing multi-asset strategies. The team currently manages over $59 billion1 on behalf of CFS’s investment, super and retirement customers.
You should read this Update in conjunction with the relevant disclosure document:
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For more information about these changes, please refer to the relevant PDS, speak to a financial adviser if you have one, or call us on 13 13 36, 8:30am to 6pm Monday to Friday Sydney time.
1. As at June 2023.
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Things you should know
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Wholesale Investments and other managed investment schemes.
Information on this webpage is provided by AIL and 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 https://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) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.