We’re pleased to share that the Azimut Investments High Conviction Global Equities SMA has received a ‘Recommended’ rating by Lonsec Research second year in a row.
The Azimut Global SMA invests in a concentrated portfolio of 15-35 global stocks and aims to outperform the MSCI World ex-Australia Index by 2% per annum, over the medium to long term. The portfolio seeks to exploit market trends, strength of trends, and potential turning points to mark statistically favourable decisions.
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The report was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 25 May 2026. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only. An investor should be aware that: a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs; b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement. © 2026 Lonsec. All rights reserved.