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Tap into Australian shares with a Separately Managed Account
Whether your clients need a cost-efficient, passive exposure to Australian shares or an active exposure that aims to generate above benchmark returns, the range of Separately Managed Accounts (SMAs) portfolios managed by First Sentier Investors give advisers the building blocks needed to construct an efficient and diverse equities exposure.
Our experts have proven track records successfully managing a diverse range of funds, with A$20.1 billion1 under management across our highly regarded active Australian equities teams.
Falling under the managed account product umbrella, a SMA is a customisable share portfolio where assets are selected by a professional investment manager, but beneficially owned by the investor. Advisers can access our professional investment expertise through the range of SMA portfolios managed by First Sentier Investors on select platforms. These SMAs are operated by a SMA provider and are not a direct investment into our strategies or managed funds.
1 FUM as at 30 September 2025.
Why are more advisers turning to SMAs?
The building blocks for an exposure to Australian shares
Browse the SMAs managed by First Sentier Investors
A high conviction strategy that targets quality growth stocks across the ASX 300
First Sentier Investors Concentrated Share Portfolio
The First Sentier Investors Concentrated Share Portfolio contains a selection of our highest conviction quality growth stock picks. By drawing on an extensive bottom-up research and in-depth industry analysis we are able diligently scour the investment universe and discover companies with higher earnings potential than industry peers as well as companies possessing the ability to reinvest in their business above their cost of capital to grow their business.
Dushko Bajic
Head of Australian Equities Growth
An exposure to shares which excludes the ASX 20
First Sentier Investors Ex-20 Share Portfolio
Tapping into the broader opportunity set of the S&P/ASX 300, the First Sentier Investors Ex-20 Share Portfolio contains a selection of our Australian Equities Growth team’s high conviction stock picks outside the S&P/ASX 20 Index. As we don’t invest in the financials and resources companies that dominate the top 20 stocks of the Australian share market, this portfolio can help diversify away from a top-heavy Australian share portfolio.
Dushko Bajic
Head of Australian Equities Growth
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Disclaimer
The Separately Managed Account (SMA) portfolios managed by First Sentier Investors are operated by the respective SMA provider and are not a direct investment into First Sentier Investors strategies or managed funds. Before any investment decision, potential investors should contact the respective SMA provider directly or refer to their disclosure documents.
Want to know more?
Contact your Key Account Manager
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Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.
This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs.
Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.
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