Dynamic Portfolios Now Available on First Choice

We’re pleased to announce that as of today, the AZ Sestante Dynamic Portfolios are now available as managed accounts through the Colonial First State’s FirstChoice platform. These five new portfolio offerings on CFS are in addition to the current options available through HUB24, Macquarie Wrap, BT Panorama, and Netwealth. Now you can access more of Sestante’s signature dynamic portfolios through your preferred platform of choice.

There are five new portfolios available with the standard risk profiles. These options are available through CFS Wholesale Personal Super and Pension.

Please note these options are not available through Firstchoice Wholesale Investments.

OVERVIEW OF ASSET ALLOCATION & CURRENT PORTFOLIOS

Target Asset Allocation of the new portfolio ranges is defined by the Trustee of Firstchoice. We then apply Sestante’s dynamic asset allocations to construct each portfolio. For more information on asset allocation, take a look at these two documents:

Dynamic Asset Allocation document
Initial Portfolio Composition document

OVERVIEW OF ASSET ALLOCATION & CURRENT PORTFOLIOS

The estimated cost for each of the options including administration, investment, and performance fees listed below:

Dynamic Portfolios Now Available on First Choice

OVERVIEW OF ASSET ALLOCATION & CURRENT PORTFOLIOS

OVERVIEW OF ASSET ALLOCATION & CURRENT PORTFOLIOS

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