Azimut Global Equity SMA

Access institutional-grade investment management through our Separately Managed Account platform, combining global equity expertise with personalized portfolio solutions.

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.

The Azimut High Conviction Global Equities SMA is available on both HUB24 and Mason Stevens platforms, providing advisers with flexibility in platform selection while maintaining access to our proven investment approach.

Global SMA Brochure

Featured Document

Download our comprehensive brochure for detailed information about the Azimut Global Equity SMA, including investment strategy, performance data, and platform availability.

Download Brochure
PDF • 2.3 MB

Our investment committee brings together decades of experience in global equity markets, ensuring that every investment decision is backed by rigorous research and analysis.

Performance Overview

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Available
Global Equities

MONTHLY REPORTS

Access comprehensive monthly performance reports for our Azimut High Conviction Global Equities SMA available on both HUB24 and Mason Stevens platforms.

YTD Performance

+8.7%

As at 31 October 2025

12 Month Return

+12.4%

Rolling 12 months

3 Year Return

+9.2%

Per annum

AWARDS & RATINGS.

The Azimut High Conviction
Global Equities SMA has been
awarded a 4.25 Star Superior Rating by SQM Research^ and upgraded to a
'Recommended' rating from Lonsec Research^ in 2025.

Lonsec & SQM logo 2025

PROVIDING GUIDANCE AND DIRECTION TO KEEP YOU ON A PATH TO ACHIEVING 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$2.2 billion in multi-manager solutions in Australia

Global Presence

ITALY
IRELAND
LUXEMBOURG
SWITZERLAND
HONG KONG
SHANGHAI
TAIWAN
MEXICO
CHILE
BRAZIL
MONACO
TURKEY
SINGAPORE
AUSTRALIA
UNITED STATES