CFS Edge
Accelerate 100
Managed Accounts
Harness the power of zero
CFS Edge just got better with the power of zero. The Accelerate Series lets you combine low-cost SMAs and sophisticated investment options in one single account, on one contemporary platform, all while taking advantage of these powerful benefits:
Zero admin fees
Zero admin fees together with low investment fees deliver ultra-competitive SMAs.
Zero rebates
Zero clunky rebates means clients’ money is always invested, and cash statements are free of confusing rebate arrangements.
Zero menu restrictions
Zero menu restrictions outside of the Accelerate Series let you combine low-cost SMA solutions with domestic and international direct shares, foreign currency, 550+ funds and term deposits.
Low fees, without compromise
Whether your clients have simple or sophisticated investment needs, the Accelerate Series offers the ultimate in flexibility.
Accelerate model managers
Partner with our growing range of well-known model managers to deliver leading SMAs, ranging from active to passive, or a combination of both – all at a reduced cost. More model managers coming onboard in 2024. Contact a BDM to let us know who you'd like to see added.
Established in 1988, Colonial First State (CFS) has become one of Australia’s biggest and most respected wealth managers. Managing over $63 billion across passive, enhanced index and fully active investment strategies, CFS' respected investment team boasts a track record of delivering consistent returns, diverse investment options and a client-focused approach.
Accelerate 100
• Colonial First State Conservative Index Portfolio
• Colonial First State Diversified Index Portfolio
• Colonial First State Growth Index Portfolio
Infinity Asset Management are an award-winning specialist investment manager offering a diverse range of separately managed accounts. Access all the skill and inputs from Infinity Asset Management’s flagship portfolios, within a new set of solutions that help you meet the needs of an even broader range of clients.
Accelerate 100
Infinity Accelerate Balanced Portfolio
Infinity Accelerate Growth Portfolio
Infinity Accelerate High Growth Portfolio
Infinity Accelerate Moderate Portfolio
To learn more about Infinity Managed Portfolios contact your CFS or Infinity BDM.
Morningstar is a global provider of independent investment research with operations in 29 countries. The company offers an extensive line of products and services for individual investors, financial advisers, asset managers and institutional investors. Established in 2005, Morningstar Australasia provides Stock, Fund, ETF, LIC, and Credit data & research, software solutions and investment management services to financial services professionals and individual investors.
Accelerate 30
• Morningstar Medallist Core All Growth Portfolio
• Morningstar Medallist Core High Growth Portfolio
• Morningstar Medallist Core Growth Portfolio
• Morningstar Medallist Core Moderate Portfolio
• Morningstar Medallist Core Balanced Portfolio
• Morningstar Medallist Core Conservative Portfolio
Lonsec has partnered with CFS for over 14 years to provide model portfolios that are backed by Lonsec’s award-winning research and highly experienced investment team.
Lonsec offers investors a suite of diversified portfolios, aimed at generating growth, that incorporates strategic asset allocation and an active approach to investment selection.
Available on CFS Edge are Lonsec's Active Accelerate Series, SMA Core, Retirement Managed Portfolios, Multi-Asset Managed Portfolios, Sustainable Managed Portfolios and Listed Managed Portfolios. The suite of portfolios available leverage Lonsec’s extensive research capabilities and invests only in funds that are rated Recommended or higher.
Accelerate 100
Lonsec Active Accelerate Series Managed Portfolio – Balanced
Lonsec Active Accelerate Series Managed Portfolio – Conservative
Lonsec Active Accelerate Series Managed Portfolio – Moderate
Lonsec Active Accelerate Series Managed Portfolio – Defensive
Lonsec Active Accelerate Series Managed Portfolio – Growth
Lonsec Active Accelerate Series Managed Portfolio – High Growth
To learn more about Lonsec Active Managed Portfolios contact your CFS or Lonsec BDM
Accelerate 30
Lonsec Multi-Asset Managed Portfolios – Balanced
Lonsec Multi-Asset Managed Portfolios – Growth
Lonsec Multi-Asset Managed Portfolios – High Growth
Learn more about Lonsec Multi-Asset Managed Portfolios
Lonsec Retirement Managed Portfolios – Balanced
Lonsec Retirement Managed Portfolios – Conservative
Lonsec Retirement Managed Portfolios – Growth
Drummond (portfolios coming in May)
Infinity
Lonsec
Morningstar
Build your own Accelerate managed account
If you prefer to be more hands on, you can partner with experts to build a tailored SMA using an extensive range of Accelerate Funds to meet your clients’ and business needs while still reducing the cost of investing.
Harness the power of zero
What's next?
Fee calculator
Try our fee calculator to work out what fees your clients could be paying across their CFS Edge Super, Pension, and Investment accounts.
CFS Edge
CFS Edge is the ultimate advice integration solution designed to keep you at the frontier of advice.
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Contact us Call 1300 769 619
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the 'Avanteos Superannuation Trust' ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator and custodian of 'Avanteos Wrap Account Service' which includes CFS Edge Investments.
Colonial First State (CFS) is Superannuation and Investments HoldCo Pty Limited ABN 64 644 660 882 and its subsidiaries, which includes AIL and CFSIL. The investment performance and the repayment of capital of AIL and CFSIL products are not guaranteed.
While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 1300 769 619.