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.
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:
- Listed on the Milan Stock Exchange (AZM)
- Supporting over 2,000 financial advisers globally
- AU$187 billion in assets under administration globally and AU$2.1 billion in multi-manager solutions in Australia (as at December 2024)
- ITALY
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- UNITED STATES
