Watch Scott Tully, General Manager of Investments provide an overview of Colonial First State Investments.

At Colonial First State we have been helping Australians with their investment, superannuation and retirement needs since 1988. The Investments team manages over $50 billion on behalf of Colonial First State’s investment, super and retirement customers, with the objective of improving the financial wellbeing of our customers and communities.

 

Our experienced team specialises in constructing and managing portfolios by selecting and combining multiple investment managers to deliver to the portfolio specific objectives. Investment managers bring specific characteristics to each portfolio. While the combination of managers is designed to deliver the portfolios overall risk and return.

 

Each investment option provides convenient and simple way to diversify your portfolio across asset classes, investment styles and securities by investing with a range of investment managers, many of whom are only available to institutional investors.

 

With 8 Multi-Manager Multi-Sector, 15 Multi-Manager Single Sector, 6 Multi-Index and 8 Index options on offer, it’s easy to find a solution that matches your approach to investing.

 

So how do we do this? Our investment philosophy is the starting point and is based on 5 beliefs.

  • Active management can generate outperformance.
  • Growth assets will outperform defensive assets over the long term.
  • Tactical asset allocation isn't a reliable source of additional return for multi-sector portfolios.
  • Combining managers with different styles and processes can deliver more consistent outperformance than investing with one manager.
  • And finally illiquid assets can compromise portfolio construction.

 

Next we construct portfolios based on our investment philosophy. The process:

  • Determines the portfolio’s investment objective which includes the appropriate benchmark and investment timeframe to guide investors as to which investment options suits their needs.
  • We then construct the investment portfolio to deliver to the objective by selecting the asset classes and appropriate investment managers in each asset class.

 

Each investment manager we appoint is subject to extensive initial investment and operational due diligence and ongoing monitoring to ensure they continue to be appropriate for the portfolios.
We want to do the hard work in reviewing and monitoring investment managers to allow you to focus on other things.

 

Our process is further strengthened by our long term relationship with Mercer, an investment consultant who provides specialist investment advice, research and investment tools.

 

We also have an extensive research program in place that allows our team to identify new ideas for the portfolios from both investment managers we know well and investment managers we are getting to know better. This year alone the team has met nearly 600 Investment Managers from around the globe.

 

Once the investment options are in place we continue our robust monitoring through a portfolio optimisation process which has three stages:

  • Firstly constant monitoring of both incumbent managers and those in the wider universe.
  • Secondly development. Do we need to make incremental portfolio changes to enhance outcomes for investors?
  • And thirdly evolution. Do we need to make significant changes to ensure portfolios remain relevant to investors?

At Colonial First State our goal is to make it easy for you to ensure your portfolio continues to meet your investment objectives. Whether you're investing within super for income and retirement, or to achieve a specific financial goal, we aim to have a robust investment solution for you.

What's next?

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Investments Home

Access the latest information about our investment strategies and portfolio construction solutions for your clients.

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Investments Managers

We’ve scoured the globe to find investment managers with proven performance, admirable heritage and relevant expertise.

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Investments Solutions

Would you prefer to chat?

Contact your local Colonial First State Business Development Manager.

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 Investments and FirstChoice Wholesale Investments.

 

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.