Separately Managed Accounts

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 SMA 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$21.1 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 owned directly 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 31 December 2022.

Disclaimer

Investors in an individual Separately Managed Account (SMA) are not able to invest directly into a CFSMIL strategy or portfolio (Portfolio). Any past performance information provided will reflect the performance of a Portfolio and not any individual SMA. Returns will differ for an individual SMA compared to the Portfolio depending on matters such as inception date, fees and brokerage costs payable, adherence to model portfolio weights, portfolio implementation timing and fees payable. Any past performance information with respect to the Portfolio will not take into account any taxes that may be payable in connection with any returns or gains made from the Portfolio.