Fund Product Update

North launches new managed portfolio offering

North has launched Buy, Badge, Build, a new managed portfolio offering for financial advisers and their clients. Practices can now choose from North’s menu and create their own customised branded managed portfolios to reduce investment fees, and providing branded quarterly reports and product disclosure statements.

CFS adds 17 new funds to FirstChoice, lanches CFS Edge wrap platform

Colonial First State (CFS) has unveiled its CFS Edge wrap platform in a preview, with testing to be completed across December for a new year launch. The platform is to bring together financial adviser software integrations with a focus on managed accounts.

CFS has expanded its FirstChoice offerings with new exchange-traded funds, fixed interest and ESG options. The new funds include:

  1. CFS Thrive+ Sustainable Growth

  2. Janus Henderson Tactical Income

  3. Western Asset Australian Bond

  4. T.Rowe Price Dynamic Global Bond

  5. FirstRate Cash on FirstChoice Wholesale Investments

  6. AB Managed Volatility Equities

  7. DNR Capital Australian Equities High Conviction

  8. GQG Partners Global Equity

  9. Intermede Global Equities

  10. Quay Global Real Estate (Unhedged)

  11. Sage Capital Equity Plus

  12. Nanuk New World

  13. AXA IM Sustainable Equity

  14. Pendal Global Select

  15. CFS ETF Exposure Series: Physical Gold

  16. CFS ETF Exposure Series: US Shares

  17. CFS ETF Exposure Series: All-World ex-US Shares

  18. Stewart Investors Global Emerging Markets Sustainability (re-opened)

Global X launches copper mining ETF

In a first of its kind, Global X has launched its Copper Miners ETF offering access to global copper miners. Copper is expected to play a large role in future sustainable technologies. The fund tracks the Solactive Global Copper Miners Total Return Index.