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New Specialist Portfolios available from AZ Sestante

We’re pleased to announce that we’ve added five new portfolios from AZ Sestante to FirstChoice Managed Accounts Specialist Portfolios to join our suite of Lonsec, Morningstar and Zenith portfolios.

The new AZ Sestante dynamic portfolio range offers clients conservative, moderate, balanced, growth and high growth options available at no additional cost to you and your clients.

‘The new CFS AZ Sestante Managed Account Dynamic Portfolios builds on existing multi-manager offers with added benefits of the managed account structure,’ said Andrew Davies, Head of Distribution at AZ Sestante.

‘The portfolios use global investment capabilities of Azimut to provide fundamental input into the asset allocation process based on the Black-Litterman Model. We continue to combine both active and passive investment options to ensure the most efficient implementation of our asset allocation decisions.’

More about AZ Sestante

AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs, and fund of funds. The parent company Azimut, Italy’s largest independent asset manager, was established in 1989 and listed on the Italian stock exchange in 2004. The group manages over AUD$130 billion in assets under administration globally including over AUD$7.8 billion in multi-manager solutions*.

*Figures updated 31 December 2021.
 

Want to learn more about Specialist Portfolios?

Want to know more?

To learn more about the AZ Sestante Portfolios, visit the AZ Sestante website. If you would like more information about FirstChoice Managed Accounts Specialist Portfolios, click here or alternatively contact your local Business Development team.

Adviser use only

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document is based on the understanding of current regulatory requirements and laws as at January 2022. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.