AZ Sestante

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Sestante Dynamic Portfolios

March Flash Report
Sestante Dynamic Asset Allocation March
Sestante Quarterly Report Q1 2026
CFS Quarterly Report Q1 2026
Market Commentary from Portfolio Manager, Andrea Ciaccio, March

Monthly & Quarterly Reports Archive

Investment return figures as at 31 March 2026.

Sestante Dynamic Conservative Portfolio

-2.31

-0.69

0.01

4.57

6.20

3.63

3.73

07/02/2019

30% / 70%

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a
3-year rolling period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Moderately Conservative Portfolio

-3.58

-1.24

-0.55

5.63

7.47

4.58

5.00

07/02/2019

45% / 55%

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a
5-year rolling period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Balanced Portfolio

-4.87

-2.04

-1.36

6.72

8.45

5.47

6.12

07/02/2019

70% / 30%

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 3.5% p.a. over a
6-year rolling period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Assertive Portfolio

-5.81

-2.59

-1.82

7.68

9.79

6.75

7.55

07/02/2019

85% / 15%

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 4.5% p.a. over a
7-year rolling period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Aggressive Portfolio

-6.34

-3.21

-2.31

8.13

10.53

7.27

9.01

08/08/2020

98% / 2%

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 5.0% p.a. over a
7-year rolling period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Star

The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series.

Sestante Dynamic Star Conservative Portfolio

-4.42

-0.26

0.67

7.89

8.41

5.73

5.84

01/11/2024

30% / 70%

Investment Objective

To deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-year period.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Star Moderate Portfolio

-4.96

-0.46

0.70

8.73

9.34

6.34

6.41

01/11/2024

50% / 50%

Investment Objective

To deliver outperformance of the RBA cash rate +2.0% p.a. (after fees) over a rolling 4-year period.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Star Balanced Portfolio

0.57

1.66

3.39

7.79

7.60

8.76

7.55

01/11/2024

70% / 30%

Investment Objective

To deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Star Assertive Portfolio

-5.15

-0.42

0.97

10.07

—

7.69

01/11/2024

80% / 20%

Investment Objective

To deliver outperformance of the RBA cash rate +3.25% p.a. (after fees) over a rolling 5-year period.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Dynamic Star Aggressive Portfolio

-5.50

-0.97

0.26

9.28

—

6.91

01/11/2024

95% / 5%

Investment Objective

To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante ESG Focus Dynamic Portfolios

Sestante ESG Focus Dynamic Conservative Portfolio

-2.37

-1.13

-0.35

4.44

5.71

—

5.78

01/06/2022

30% / 70%

Investment Objective

To deliver outperformance of RBA cash rate +2.0% per annum after fees over a rolling 3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante ESG Focus Dynamic Moderately Conservative Portfolio

-3.53

-1.82

-1.01

5.36

7.02

—

7.27

01/06/2022

45% / 55%

Investment Objective

To deliver outperformance of the RBA Cash Rate + 2.5% p.a. after fees over a rolling 5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante ESG Focus Dynamic Balanced Portfolio

-4.77

-2.89

-2.22

5.65

7.63

—

8.29

01/06/2022

70% / 30%

Investment Objective

To deliver outperformance of the RBA Cash Rate +3.5% p.a. after fees over a rolling 6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante ESG Focus Dynamic Assertive Portfolio

-5.63

-3.64

-2.91

6.41

8.68

—

9.71

01/06/2022

85% / 15%

Investment Objective

To deliver outperformance of the RBA Cash Rate + 4.5% p.a. after fees over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante ESG Focus Dynamic Aggressive Portfolio

-5.97

-4.11

-3.42

6.33

9.17

—

10.35

01/06/2022

98% / 2%

Investment Objective

To deliver outperformance of the RBA Cash Rate +5.0% p.a. after fees over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Index Portfolios

Sestante Conservative Index Portfolio

-2.41

-0.68

0.00

5.74

5.77

3.25

3.47

07/02/2019

30% / 70%

Investment Objective

Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Moderately Conservative Index Portfolio

-3.69

-1.10

-0.34

7.63

7.43

4.63

5.17

07/02/2019

45% / 55%

Investment Objective

Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Balanced Index Portfolio

-5.00

-1.85

-0.96

9.24

8.85

5.84

6.34

07/02/2019

70% / 30%

Investment Objective

Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Assertive Index Portfolio

-6.03

-2.33

-1.12

11.51

10.97

7.95

8.24

07/02/2019

85% / 15%

Investment Objective

Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

Sestante Aggressive Index Portfolio

-6.64

-3.02

-1.70

12.11

11.73

8.62

9.99

08/08/2020

98% / 2%

Investment Objective

Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Portfolios

CFS Managed Account Fact Sheet | CFS Dynamic SOA guidance template

CFS Sestante Dynamic Conservative – Super

-2.04

-0.21

0.54

4.57

5.09

—

3.33

21/02/2022

30% / 70%

Investment Objective

To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Conservative – Pension

-2.25

-0.21

0.65

5.19

5.75

—

3.78

21/02/2022

30% / 70%

Investment Objective

To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Moderate – Super

-2.98

-0.18

0.81

6.35

5.97

—

3.73

21/02/2022

40% / 60%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Moderate – Pension

-3.31

-0.20

0.92

7.10

6.71

—

4.19

21/02/2022

40% / 60%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Diversified – Super

-3.34

-0.24

0.69

6.14

6.34

—

3.95

21/02/2022

50% / 50%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Diversified – Pension

-3.72

-0.27

0.78

6.85

7.04

—

4.38

21/02/2022

50% / 50%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Balanced – Super

-3.99

-0.51

0.46

6.80

6.77

—

4.29

21/02/2022

70% / 30%

Investment Objective

To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Balanced – Pension

-4.46

-0.58

0.52

7.55

7.56

—

4.79

21/02/2022

70% / 30%

Investment Objective

To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Assertive – Super

-4.66

-0.47

0.88

8.72

8.43

—

5.54

21/02/2022

85% / 15%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Assertive – Pension

-5.22

-0.56

0.96

9.65

9.38

—

6.15

21/02/2022

85% / 15%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Aggressive – Super

-5.07

-0.90

0.35

8.26

8.64

—

5.63

21/02/2022

97.5% / 2.5%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS Sestante Dynamic Aggressive – Pension

-5.67

-1.05

0.38

9.13

9.60

—

6.25

21/02/2022

97.5% / 2.5%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index

AZ Sestante Index Portfolios on CFS FirstChoice.
CFS Index SOA guidance template

CFS AZ Sestante Index Conservative – Super

-2.02

-0.33

0.22

5.14

5.33

—

5.66

01/03/2023

30% / 70%

Investment Objective

To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Conservative – Pension

-2.23

-0.33

0.29

5.79

5.98

—

6.36

01/03/2023

30% / 70%

Investment Objective

To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Moderate – Super

-3.03

-0.58

0.05

6.89

6.84

—

7.17

01/03/2023

40% / 60%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Moderate – Pension

-3.38

-0.63

0.07

7.69

7.65

—

8.03

01/03/2023

40% / 60%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Diversified – Super

-3.40

-0.71

-0.01

7.47

7.35

—

7.61

01/03/2023

50% / 50%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Diversified – Pension

-3.79

-0.79

-0.01

8.32

8.11

—

8.44

01/03/2023

50% / 50%

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Balanced – Super

-4.09

-1.02

-0.24

8.51

8.29

—

8.62

01/03/2023

70% / 30%

Investment Objective

To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Balanced – Pension

-4.58

-1.15

-0.29

9.46

9.22

—

9.59

01/03/2023

70% / 30%

Investment Objective

To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Assertive – Super

-4.82

-1.28

-0.18

10.66

10.36

—

10.56

01/03/2023

85% / 15%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Assertive – Pension

-5.43

-1.47

-0.26

11.83

11.53

—

11.75

01/03/2023

85% / 15%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Aggressive – Super

-5.25

-1.76

-0.52

11.31

11.23

—

11.43

01/03/2023

97.5% / 2.5%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling
7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Index Aggressive – Pension

-5.92

-2.03

-0.66

12.54

12.48

—

12.70

01/03/2023

97.5% / 2.5%

Investment Objective

To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling
7-year period after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Funds

CFS AZ Sestante Wholesale Conservative Fund – Investment

-2.25

-0.23

0.45

4.83

5.66

3.48

3.85

05/12/2016

30% / 70%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Conservative Fund – Super

-2.01

-0.17

0.48

4.34

5.05

3.14

3.42

05/12/2016

30% / 70%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Conservative Fund – Pension

-2.24

-0.23

0.49

4.86

5.74

3.58

3.86

05/12/2016

30% / 70%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Investment

0.37

1.08

2.18

5.29

5.10

6.26

5.05

05/12/2016

50% / 50%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Super

-3.70

-0.29

0.39

6.28

6.82

4.19

4.79

05/12/2016

50% / 50%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Pension

-3.27

-0.15

0.51

5.77

6.24

3.90

4.34

05/12/2016

50% / 50%

Investment Objective

Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Investment

-3.68

-0.28

0.53

6.41

7.01

4.37

4.86

05/12/2016

85% / 15%

Investment Objective

Target RBA cash rate +4.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Super

0.49

1.43

2.90

6.79

6.60

7.76

6.55

05/12/2016

85% / 15%

Investment Objective

Target RBA cash rate +4.5% per annum over rolling 5-year periods after fees.

Estimated Total Cost (before transaction & platform costs)

View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Pension

-5.00

-0.48

0.43

8.43

8.97

5.97

6.35

05/12/2016

85% / 15%