Separately Managed Accounts (SMAs)
Expertise of professional management alongside the benefits of direct security ownership
Separately managed accounts (SMAs) provide investors the expertise of professional management alongside the benefits of direct security ownership. This flexible structure provides opportunities for customization and tax management unique to investors’ individual needs.
American Century Investments® has managed bespoke institutional portfolios since 1980. SMAs make this expertise available to high-net-worth investors.
Professionally managed
Portfolios are overseen by long-tenured teams of dedicated, experienced investment professionals.
Tax efficient
Investors hold individual securities, allowing them the flexibility to implement account specific tax-efficient strategies.
Customizable
Underlying holdings can be customized per client request to address specific needs (social responsibility, diversification, etc.)
Transparent
Investors receive robust access to holdings and transactions history to effectively monitor their performance.
Our SMA Strategies¹
Invests in stocks of early and rapid stage large-cap growth companies with the potential to increase in value over time.
Invests in large-cap stocks with improving business fundamentals and sustainable corporate behaviors.
Invests in large-cap, high-quality companies temporarily selling at a discount.
Invests in small-cap, income-producing companies temporarily selling at a discount.
Invests in companies outside the U.S. demonstrating early and sustainable accelerating growth.
Invests worldwide in large-cap companies demonstrating early and sustainable accelerating growth.
Seeks long-term capital growth by investing in U.S. smaller companies exhibiting both sustainable, accelerating earnings growth and positive price momentum.
Invests primarily in U.S. real estate investment trusts (REITs) and companies engaged in the real estate industry with potential for strong price appreciation and attractive valuation.
¹A Note About Risk:
The value and/or returns of a portfolio will fluctuate with market and economic conditions. Different investment styles tend to shift in and out of favor depending upon market and economic conditions, as well as investor sentiment. A portfolio may outperform or underperform other portfolios that employ a different investment style, and the stocks selected by the portfolio manager may not increase in value as predicted. Because this portfolio may, at times, concentrate its investments in a specific area, during such times it may be subject to greater risks and market fluctuations than when the portfolio represents a broader range of securities. Non-U.S. investing involves special risk considerations, including economic and political conditions, inflation rates and currency fluctuations. There is no guarantee that the investment objectives will be met. Dividends and yields represent past performance and there is no guarantee that they will continue to be paid. The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.
Separately Managed Accounts (SMAs) are investment services provided by American Century Investment Management, Inc. (ACIM) a federally registered investment advisor. SMAs are not available for purchase directly through ACIM. Client portfolios are managed based on investment instructions or advice provided by the client's advisor or program sponsor. Management and performance of individual accounts may differ from those of the model portfolio as a result of advice or instruction by the client's advisor, account size, client-imposed restrictions, different implementation practices, the timing of client investments, market conditions, contributions, withdrawals and other factors.
* Prior to 9/30/2022, known as the U.S. Small Cap Income SMA.
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.