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Portfolio Name 1 Mth 3 Mth 6 Mth 1 Yr 3 Yr 5 Yr Since
Inception
Inception
Date
Growth/
Defensive
Monthly
Report

Azimut Global SMA

Azimut Global SMA 5 years -4.29% -1.5% 3.29% -1.87% 14.79% - 10.56% 22/01/21 na / na
As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month -4.29%
3 Month -1.5%
6 Month 3.29%
1 Year -1.87%
3 Year 14.79%
5 Year -
Since Inception
10.56% p.a.
Growth / Defensive
na / na
Investment Objective

The portfolio aims to achieve a return of 2% p.a. in excess of the MSCI World Ex Australia Index, over the medium to long term (before fees).

Estimated Total Cost

HUB24 (AZS007): 0.7175% p.a before transaction costs and platform fees Mason Stevens: 0.635% p.a. before transaction costs and platform fees

Portfolio Details