Portfolio Changes to CFS FirstChoice Dynamic Managed Accounts All portfolios sold their holding in the Macquarie Income Opportunities fund and allocated that holding to Perpetual Diversified Income fund. The Macquarie Income Opportunities fund performance has disappointed compared to its peer group and we are of the view that the Perpetual Diversified Income fund will produce … Portfolio Changes to CFS FirstChoice
Portfolio Changes to Sestante Dynamic Managed Accounts All portfolios sold their holding in Bennelong Ex 20 Australian Equities and allocated 60% to IOZ, Ishares Core S&P/ASX 200 ETF, and 40% to First Sentier Australian Small Companies. Due to the small holding the Conservative portfolio only purchased IOZ. Bennelong Ex 20 has underperformed over the last … Portfolio changes to Sestante Dynamic managed accounts
Portfolio Changes for CFS FirstChoice Dynamic Managed Accounts All portfolios sold their holding in Bennelong Ex 20 Australian Equities and allocated 60% to CFS Index Australian Equities and 40% to First Sentier Australian Small Companies – Bennelong Ex 20 has underperformed over the last 18 months and we do not feel that market condition over … Changes to AZ Sestante portfolios on CFS FirstChoice
We are pleased to introduce the new range of specialist AZ Sestante Index Portfolios. These have been launched today on CFS FirstChoice Superannuation and Pension menus offering six risk profiles and complementing our existing dynamic range: 1. AZ Sestante Index Conservative Portfolio 2. AZ Sestante Index Moderate Portfolio 3. AZ Sestante Index Diversified Portfolio 4. … The new AZ Sestante Index Portfolios available on CFS FirstChoice
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AZ Sestante today announces the launch of its digital investing solution, Sestante Invest, as a means of helping wealth management and advice firms to help address the growing “advice gap”. Sestante Invest gives investors access to six investment portfolios managed by AZ Sestante being Sestante Dynamic Conservative, Sestante Dynamic Balanced, Sestante Dynamic Aggressive, Sestante ESG … Press Release: AZ Sestante launches digital investing solution – Sestante Invest