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Showing 1 - 10 of 259 results for "FirstChoice"

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... and infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to disclose the size of the mandate. The CFS fund mirrors the ClearBridge RARE Infrastructure ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... Edge. This takes the total number of managed accounts to more than 150. Some $14 billion is housed across the Edge and FirstChoice platforms. CFS also expanded the Accelerate Series menu with the addition of new portfolio managers AZ Sestante, InvestSense ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do not have a financial adviser to access advice from ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then the Colonial First State FirstChoice Superannuation Trust ($150.4m), Netwealth's Superannuation Master Fund ($145.5m), and Avanteos' Superannuation ...

CFS unveils fund manager, fee changes to FirstChoice

KARREN VERGARA  |  TUESDAY, 29 OCT 2024
... Colonial First State (CFS) is introducing a bunch of fund manager, asset allocation, and fee changes to two of its FirstChoice products from November 16. For FirstChoice Employer Super, Platypus Australian Equities will take over as investment manager ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... Picture Wealth are the AFSLs that took in the highest number of new advisers. In terms of most-popular platforms, FirstChoice, BT Panorama, and IOOF are the most widely used. The top three platforms are used by almost one third of all advisers.

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... Concentrated Global Share Fund and Ironbark Royal London Core Global Share Fund. The two funds are available on the CFS FirstChoice and CFS Edge platforms. Both funds are managed by RLAM under a sub-delegation arrangement with Ironbark, meaning that ...

CFS, Bravura, Elemnta team up to enhance FirstChoice

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
Colonial First State (CFS) has introduced a new functionality on the former's FirstChoice platform that enables advisers to "utilise existing client data via seamless integration with Midwinter AdviceOS." Developed in collaboration with Elemnta, this ...

Colonial First State reports strong super returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
... Colonial First State (CFS) has posted double digit returns for its MySuper balanced and growth funds during FY24. CFS's FirstChoice Employer Super balanced fund (MySuper Lifestage 1965-69) achieved a 12.1% return, while its FirstChoice Employer Super ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... Leaders option will be known as Investors Mutual Future Leaders, while the First Sentier Developing Companies (via FirstChoice) option will become the Longwave Australian Small Companies option. CFS said it expects to finalise the confirmation of the ...
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