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.

Download the global SMA brochure

Monthly Report
Product Profile
PDS
TMD
Azimut High Conviction Global Equities SMA (available on HUB24)
Azimut High Conviction Global Equities SMA (available on Mason Stevens)

Monthly Report as at 31 May 2024

Click here to view historic monthly reports.

You have successfully subscribed to the newsletter

There was an error while trying to send your request. Please try again.

 

 

 

 
Azimut Investments will use the information you provide on this form to be in touch with you and to provide updates and marketing.

 

 

AWARDS & RATINGS.

The Azimut High Conviction
Global Equities SMA has been
awarded a 4.25 Star Superior Rating by SQM Research^ and maintains its Investment Grade Rating from Lonsec Research^ for the second year in a row.

 

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

SPEAK TO US

Jacqui Veitch
Business Development Manager
Mobile: 0497 695 459 | [email protected]

 

 

© 2024 AZ SESTANTE. ALL RIGHTS RESERVED. ABN 94 106 888 662 | AFSL 284442

You have successfully subscribed to the newsletter

There was an error while trying to send your request. Please try again.

Azimut Investments will use the information you provide on this form to be in touch with you and to provide updates and marketing.