HELPING YOU TO NAVIGATE
THE INVESTMENT LANDSCAPE
INVESTMENT OPTIONS
A managed account is a professionally managed model portfolio of investments. It provides investors many of the benefits of direct ownership, while having the advantages of a professional investment manager to actively review and rebalance the portfolio based on the strategy and investment decisions of the chosen portfolio manager.
A Separately Managed Account (SMA) is a portfolio or model that is offered as a product with a product disclosure statement. The unique structure of an SMA provides more flexibility to customise portfolios tailored to investors’ specific goals and objectives.
Under both an MDA and SMA, the discretion to make changes to a portfolio resides with the investment professional not the investor. An MDA service is managed by your adviser in conjunction with an investment professional. An SMA product is managed solely by a professional portfolio manager.
RATED 4.25-STARS BY
SQM RESEARCH.
The Azimut High Conviction
Global Equities SMA has been
awarded a Superior Rating with
4.25 stars by SQM Research.
PROVIDING GUIDANCE AND DIRECTION TO KEEP YOU ON A PATH TO ACHEIVING YOUR INVESTMENT GOALS AND OBJECTIVES.
Azimut Group:
- Supporting over 2,000 financial advisers and 110 investment professionals globally
- €90.8 billion Assets Under Management (as at 31 December 2023)
- Market cap over €2.8 billion
- Listed on the Milan Stock Exchange (AZM)
- Managing multi asset portfolios since 1989
- ITALY
- IRELAND
- LUXEMBORG
- SWITZERLAND
- HONG KONG
- SHANGHAI
- TAIWAN
- MEXICO
- CHILE
- BRAZIL
- MONACO
- TURKEY
- SINGAPORE
- AUSTRALIA
- UNITED STATES
