THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Adviser content within, you confirm that you are a licensed adviser operating under an Australian Financial Services License.

I'm an Adviser

I'm not an Adviser

We will store your preference in your browser's local storage for 90 days. You may reset your preference at any time by navigating back to the personal site. Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468. The information in the site is for adviser and researcher use only. It does not take into account any person's individual objectives, financial situation or needs. It is not published for retail investor use.


News & Updates

2018


  • December Quarter 2018
    Month Summary
    December
    • Commsec's Chief Economist, Craig James, provides a detailed analysis of the year that was - and the year ahead
    • We highlight some of the big improvements we've made to our website, making it easier for you to access what you need - when you need it
    • And we launch a new 'Meet the Manager' video series, kicking off with Affirmative Investment Management's, Stephen Fitzgerald

    Read December edition
    November
    • Over the past two months, global equity markets have traded with a higher degree of volatility. So what is causing this and what does it mean for investors? The CBA Global Markets Research team comments on the key triggers.
    • Acadian examines the recent oil price volatility - what factors have driven this, and what are the implications for the longer-term outlook?
    • Milliman explains why top of the table returns don’t always deliver the best results for investors.
    • And we talk to Joanna Nash, Portfolio Manager at Acadian Asset Management, as she shares her views in this month’s Meet the Expert.

    Read November edition
    October
    • AIM’s Managing Partner, Stephen Fitzgerald discusses why impact investing is the way of the future for fixed income
    • We welcome our new Alliance Partner, Baillie Gifford and invite you to an introductory webinar
    • We take action to support a tobacco-free world
      Milliman explains how they use futures to protect portfolios against risk
    • And we round up the quarterly performance of our Multi-manger portfolios

    Read October edition
  • September Quarter 2018
    Month Summary
    September
    • Milliman talks data, technology and algorithms
    • The CBA Global Markets Research team reports on Australia’s second quarter GDP result
    • Acadian reviews rising U.S. interest rates and escalating trade wars, an appreciating dollar, slowing global growth, and high levels of dollar-denominated debt
    • Acadian investigates how demand is exceeding production in the oil market leading to steep inventory draws
    • A guide to some of the key investment terms used by investment managers that are driven by sustainability as well as financial returns
    • We talk to Dr Judith Moore, Partner, Verification & Impact at Affirmative Investment Management, in this month’s Meet the Expert
    • And we look at the change made to a subset of the FirstChoice Multi-Manager Multi-Sector portfolios following a review in early 2018
    August
    • Get to know our newest Alliance Partner, Milliman, Australia’s retirement and risk management specialist
    • Milliman explains why asset allocation is not the only tool in an investor’s toolkit
    • The Global Markets Research team looks at emerging market volatility, Turkey and the US dollar strength
    • Acadian discusses why ESG considerations represent universally relevant investment criteria, and why they are particularly influential in their China investment process
    • And we talk some more with Milliman, as Practice Leader Wade Matterson, shares his views in this month’s Meet the Expert
    July
    • We invite you to come along to Portfolio Construction Forum’s upcoming Strategies Conference, with this year’s theme focusing on "Future-proof portfolios?"
    • We take you through just what it takes to be adequately prepared for managed accounts
    • Milliman discusses why building portfolios for retirees can be far more complex than for the average investor
    • Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the second quarter of 2018
    • We round up the quarterly performance of our Multi-manger portfolios
    • And we talk to George Lin, Senior Investment Manager in the Investments team, as he shares his views in this month’s Meet the Expert
  • June Quarter 2018
    Month Summary
    June
    • We discuss some important changes to the business
    • We look at the recent course of events and potential implications, as President Trump threatens additional tariffs
    • We invite you to join us for a webinar with Aspect Capital, who will provide an update on market activity and performance for H1 2018
    • Acadian discusses the recent inclusion of China A-shares, a market previously only available to onshore Chinese investors, in the MSCI Emerging Markets Index
    • We describe our attempt to become a more responsible investor and how this affects climate change
    • And we talk to Jodie Tapscott, Senior Manager Corporate Responsibility in the Investments team, as she shares her views in this month’s Meet the Expert
    May
    • We are pleased to announce the launch of our newest strategic Alliance Partnership with Affirmative Investment Management (AIM)
    • Stephen Fitzgerald, Managing Partner of AIM discusses how investing with a purpose can make a positive impact on the world while delivering sustainable returns for clients
    • Acadian Asset Management and Milliman discuss how technology can give your clients a better retirement
    • And we talk to a bit more with Stephen Fitzgerald, Managing Partner of AIM as he shares his views in this month’s Meet the Expert
    April
    • Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the first quarter of 2018
    • We round up the quarterly performance of our Multi-manger portfolios
    • And we talk to Jean-Christophe (JC) De Beaulieu, Head of Investments, Australia at Acadian Asset Management, who shares his views in this month’s Meet the Expert
  • March Quarter 2018
    Month Summary
    March
    • CommSec’s Economists provide their perspectives on how trade tensions between the US and China have shaken global markets over the last week
    • We highlight some recent changes in the FirstChoice Multi-Manager portfolios
    • And we talk to Scott Tully, Head of Investments at Colonial First State, who shares his views in this month’s Meet the Expert
    February
    • Acadian Asset Management discusses Bitcoin’s unsustainable sustainability problem
    • Aspect Capital provides a performance update for the Aspect Diversified Futures Fund for the fourth quarter of 2017
    • And we talk to Julian Maquieira, Senior Institutional Sales at Aspect Capital, who shares his views in this month’s Meet the Expert

Adviser use only

Unless otherwise specified, this document has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) based on its understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. Colonial First State is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues other investment products made available under FirstChoice Investments and FirstChoice Wholesale Investments, other than FirstRate Saver, FirstRate Term Deposits and FirstRate Investment Deposits which are products of the Commonwealth Bank of Australia ABN 48 123 123 124, AFS Licence 234945 (the Bank). Colonial First State is a wholly owned subsidiary of the Bank. The Bank and its subsidiaries do not guarantee the performance of FirstChoice products or the repayment of capital from any investments. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) before making any recommendations to a client. Clients should read the PDS before making an investment decision and consider talking to a financial adviser. PDSs can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.

 

From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

 

Past performance is no indication of future performance.

 

Stocks and investment options mentioned are for illustrative purposes only and are not recommendations to any person to buy sell or hold these stocks.

 

Taxation considerations are general and based on present taxation laws and may be subject to change. Clients should seek independent, professional tax advice before making any decision based on this information. Colonial First State is also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and clients should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

Contact us

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

The content displayed on this page is intended for financial advisers only