New FirstChoice Managed Accounts at no extra cost

Access to professionally managed portfolios

Our Specialist Portfolios are designed and monitored by industry leaders such as Lonsec, Morningstar and Zenith, and administered by CFS; giving you confidence that your clients’ portfolios are always aligned to their advice strategy and saving you valuable time and effort implementing and administering portfolio changes.

With a range of portfolios constructed across different styles and strategies, there’s a solution to suit a variety of client needs.

Lonsec is Australia’s leading investment product research house, with a team of over 65 analysts conducting in-depth research on over 1,850 investment products, including managed funds, shares, listed products like Exchange Traded Funds and Listed Investment Companies, and superannuation funds.

Find out more about the Lonsec portfolios

Morningstar is a leading global provider of independent investment research with operations in 27 countries. 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.

Find out more about the Morningstar portfolios

For more than two decades, Zenith has been delivering premium research and portfolio construction services to the Australian market. Zenith’s highly respected in-house research team provides extensive specialist knowledge which is core to the delivery of its high-quality managed portfolios offering.

Find out more about the Zenith portfolios