We’re excited to announce that Lonsec Investment Solutions (LIS) has collaborated with CFS to launch the FirstChoice Constructor Funds, giving you access to the Lonsec Core Plus Balanced, Growth and High Growth Managed Portfolios across the CFS FirstChoice Wholesale Investments platform.
This suite of products mirror the asset allocation used in the Lonsec Core Plus managed accounts, delivered via a Managed Investment Scheme (MIS) structure rather than a managed account, and are also available on the FirstChoice Super and Pension platforms.
With the same fund structure as the Lonsec Core Plus managed accounts, advisers can deliver a consistent experience to clients across super, pension and investment accounts. This allows advisers to apply the same proven investment approach to both Self‑Managed Super Funds (SMSFs) and non‑super investments via the FirstChoice Wholesale Investments platform, ensuring a seamless investor journey across all client account types.
To learn more about how LIS can support your client strategies with the FirstChoice Constructor Funds, contact your dedicated LIS BDM.