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Press Release: Azimut High Conviction SMA Awarded Recommended Rating by Lonsec

Investment research, ratings and asset consulting firm, Lonsec, has awarded investment consultant, AZ Sestante, a ‘Recommending’ rating for the Azimut Investments High Conviction Global Equities Separately Managed Account (SMA). The SMA, which was previously rated investment grade, invests in a concentrated portfolio of 15-35 global stocks and aims to outperform the MSCI World ex-Australia Index … Press Release: Azimut High Conviction SMA Awarded Recommended Rating by Lonsec
Sestante Dynamic Portfolios now available on the North platform

We’re pleased to announce that the five signature Sestante Dynamic Portfolios are now available on the AMP North platform, making access easier for advisers who have requested North as a new platform for us. > Sestante Dynamic Conservative Portfolio on AMP North (NTH0539), estimated total cost per platform disclosure document: 0.6282% p.a. > Sestante Dynamic … Sestante Dynamic Portfolios now available on the North platform
5-in-5 with Sestante Investment Analyst, March 2025

Welcome to our new monthly video update presented by Antonio Vaiente and Investment Analyst, Mitchell Healey. Each month, we will discuss the macro economic environment and how your AZ Sestante portfolio is managed. View the video Q1. What are the key economic events and market trends you see shaping the returns for the month of … 5-in-5 with Sestante Investment Analyst, March 2025
Press Release: AZ Sestante eyes growth and expansion with appointment of Antonio Vaiente

Investment consultant, AZ Sestante, has appointed experienced wealth management executive, Antonio Vaiente, to the position of Head of Business Development, as the group ramps up efforts to support financial advisory firms to navigate the increasingly uncertain economic and geopolitical landscape. Vaiente joins AZ Sestante from Fitzpatricks Financial Group where he was Head of Business Growth … Press Release: AZ Sestante eyes growth and expansion with appointment of Antonio Vaiente
Introducing Sestante Dynamic Star Portfolios on CFS Edge

We are pleased to announce that the Sestante flagship portfolios are now available through CFS Edge as Sestante Dynamic Star Portfolios. Some advisers have been asking for the flagship portfolios to be available through CFS Edge, and now the Sestante Star series will be live on CFS Edge as of the 1st of November 2024. … Introducing Sestante Dynamic Star Portfolios on CFS Edge
Let’s talk about gold

Let’s talk about gold The Bank of Japan’s (BoJ) Post Policy Board Meeting on the 19th of March initiated the first interest rate hike in 17 years. Formerly, the cash rate in Japan was set between -0.1% and 0%. Moving forward, the BoJ will aim to maintain it between 0% and 0.1%, departing from its Negative … Let’s talk about gold
Inflation heats up, rate cuts on hold

Inflation heats up, rate cuts on hold Inflation in the US rose higher than expected in March. The Consumer Price Index (CPI) hit 3.5% year-over-year, exceeding the market’s prediction of 3.4%. Core CPI, excluding food and energy, also came in hotter than anticipated, reaching 3.8% compared to the expected 3.7%. This unexpected inflation surge dampened … Inflation heats up, rate cuts on hold
AZ Sestante multi-manager portfolios awarded Superior Rating from SQM Research

In addition to our recent announcement that the Azimut Global Equities SMA is one of the highest-rated global SMAs from SQM Research, we are pleased to share that the AZ Sestante multi-manager portfolios have also received a Superior Rating. The 4.25-star Superior Rating from SQM Research is based on fund performance, investment process, investment risk, … AZ Sestante multi-manager portfolios awarded Superior Rating from SQM Research
Azimut Global Equities SMA one of the highest-rated global SMA’s by SQM Research

We are starting the new year on a positive note and are delighted to share with you that the Azimut Global Equities SMA has been awarded a Superior Rating by SQM Research second year in a row. The Azimut Global Equities SMA is one of the highest-rated global SMAs rated by SQM Research. The 4.25-star … Azimut Global Equities SMA one of the highest-rated global SMA’s by SQM Research
The RBA rate hike

The RBA Rate Hike The new Governor Michele Bullock handed down her first rate hike lifting the interest rate from 4.1% to 4.35% at the Reserve Bank of Australia’s (RBA) November meeting, as broadly expected by the market. However, the statement released by the RBA was dovish, which surprised the market. The board acknowledged in … The RBA rate hike
Portfolio changes to Sestante Dynamic & CFS FirstChoice managed accounts

Portfolio Changes to Sestante Dynamic Managed Accounts All portfolios sold their holding in the Macquarie Income Opportunities fund and allocated the proceeds to the Perpetual Diversified Income fund. The performance of the Macquarie Income Opportunities fund hasn’t lived up to expectations and we feel we will get a better risk-adjusted return from the Perpetual fund. … Portfolio changes to Sestante Dynamic & CFS FirstChoice managed accounts
Quarterly investment update – September 2023

The third quarter of 2023 commenced with an increase in positive sentiment with a US debt ceiling crisis avoided, the US banking crisis of March seemingly in the rearview mirror, core and headline inflation having clearly begun to trend down, and the S&P500 up 23% from its October 2022 lows. This sentiment began to turn … Quarterly investment update – September 2023
Portfolio Changes to CFS FirstChoice

Portfolio Changes to CFS FirstChoice Dynamic Managed Accounts All portfolios sold their holding in the Macquarie Income Opportunities fund and allocated that holding to Perpetual Diversified Income fund. The Macquarie Income Opportunities fund performance has disappointed compared to its peer group and we are of the view that the Perpetual Diversified Income fund will produce … Portfolio Changes to CFS FirstChoice
Portfolio changes to Sestante Dynamic managed accounts

Portfolio Changes to Sestante Dynamic Managed Accounts All portfolios sold their holding in Bennelong Ex 20 Australian Equities and allocated 60% to IOZ, Ishares Core S&P/ASX 200 ETF, and 40% to First Sentier Australian Small Companies. Due to the small holding the Conservative portfolio only purchased IOZ. Bennelong Ex 20 has underperformed over the last … Portfolio changes to Sestante Dynamic managed accounts