Fundies divided on SMAs

The managers:

Index
Blue Chip Top 20

Value/Income
Aviva Investors Dividend Builder
Perennial Value Shares for Income

Core/Growth
Ausbil Australian Concentrated Equity
Aviva Investors Core Opportunities
GS JBWere Core Australian Equities
Perennial Growth Shares
UBS High Alpha Long Term
Opportunity

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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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