CFS

Sestante Dynamic Star

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

Sestante Dynamic Star Conservative Portfolio

-0.05
0.91
2.94
7.87
—
—
6.95
01/11/2024
30% / 70%
Download Sestante Dynamic Star Conservative Portfolio Fact Sheet
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

-0.12
1.11
3.78
10.41
—
—
8.53
01/11/2024
50% / 50%
Download Sestante Dynamic Star Moderate Portfolio Fact Sheet
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

-0.19
1.04
4.06
9.42
—
—
8.39
01/11/2024
70% / 30%
Download Sestante Dynamic Star Balanced Portfolio Fact Sheet
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

-0.11
1.40
5.11
9.94
—
—
9.82
01/11/2024
80% / 20%
Download Sestante Dynamic Star Assertive Portfolio Fact Sheet
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

-0.08
1.25
4.95
9.20
—
—
9.37
01/11/2024
95% / 5%
Download Sestante Dynamic Star Aggressive Portfolio Fact Sheet
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

CFS Sestante Dynamic Portfolios

CFS Managed Account Fact Sheet  |  CFS Dynamic SOA guidance template

CFS Sestante Dynamic Conservative – Super

-0.09
0.75
2.39
5.55
6.17
—
3.60
21/02/2022
30% / 70%
Download CFS Sestante Dynamic Conservative – Super Fact Sheet
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

-0.09
0.86
2.69
6.28
6.97
—
4.08
21/02/2022
30% / 70%
Download CFS Sestante Dynamic Conservative – Pension Fact Sheet
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

-0.13
0.99
3.20
7.22
7.21
—
4.02
21/02/2022
40% / 60%
Download CFS Sestante Dynamic Moderate – Super Fact Sheet
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

-0.15
1.12
3.57
8.09
8.12
—
4.52
21/02/2022
40% / 60%
Download CFS Sestante Dynamic Moderate – Pension Fact Sheet
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

-0.25
0.94
3.15
6.77
7.73
—
4.27
21/02/2022
50% / 50%
Download CFS Sestante Dynamic Diversified – Super Fact Sheet
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

-0.28
1.06
3.49
7.57
8.61
—
4.74
21/02/2022
50% / 50%
Download CFS Sestante Dynamic Diversified – Pension Fact Sheet
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

-0.19
0.97
3.49
7.46
8.32
—
4.70
21/02/2022
70% / 30%
Download CFS Sestante Dynamic Balanced – Super Fact Sheet
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

-0.21
1.11
3.87
8.32
9.33
—
5.26
21/02/2022
70% / 30%
Download CFS Sestante Dynamic Balanced – Pension Fact Sheet
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

-0.10
1.35
4.45
8.93
10.18
—
6.03
21/02/2022
85% / 15%
Download CFS Sestante Dynamic Assertive – Super Fact Sheet
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

-0.12
1.53
4.91
9.93
11.38
—
6.71
21/02/2022
85% / 15%
Download CFS Sestante Dynamic Assertive – Pension Fact Sheet
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

-0.06
1.27
4.39
8.49
10.68
—
6.25
21/02/2022
97.5% / 2.5%
Download CFS Sestante Dynamic Aggressive – Super Fact Sheet
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

-0.06
1.45
4.86
9.43
11.93
—
6.95
21/02/2022
97.5% / 2.5%
Download CFS Sestante Dynamic Aggressive – Pension Fact Sheet
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

-0.07
0.55
2.58
5.81
—
—
6.30
01/03/2023
30% / 70%
Download CFS AZ Sestante Index Conservative – Super Fact Sheet
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

-0.08
0.62
2.88
6.51
—
—
7.07
01/03/2023
30% / 70%
Download CFS AZ Sestante Index Conservative – Pension Fact Sheet
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

-0.09
0.63
3.51
7.64
—
—
8.05
01/03/2023
40% / 60%
Download CFS AZ Sestante Index Moderate – Super Fact Sheet
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

-0.11
0.69
3.90
8.52
—
—
9.01
01/03/2023
40% / 60%
Download CFS AZ Sestante Index Moderate – Pension Fact Sheet
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

-0.09
0.71
3.91
7.70
—
—
8.58
01/03/2023
50% / 50%
Download CFS AZ Sestante Index Diversified – Super Fact Sheet
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

-0.11
0.78
4.34
8.57
—
—
9.53
01/03/2023
50% / 50%
Download CFS AZ Sestante Index Diversified – Pension Fact Sheet
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

0.03
0.79
4.54
9.23
—
—
9.81
01/03/2023
70% / 30%
Download CFS AZ Sestante Index Balanced – Super Fact Sheet
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

0.02
0.87
5.03
10.27
—
—
10.93
01/03/2023
70% / 30%
Download CFS AZ Sestante Index Balanced – Pension Fact Sheet
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

0.22
1.11
5.83
11.04
—
—
12.05
01/03/2023
85% / 15%
Download CFS AZ Sestante Index Assertive – Super Fact Sheet
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

0.23
1.23
6.48
12.30
—
—
13.44
01/03/2023
85% / 15%
Download CFS AZ Sestante Index Assertive – Pension Fact Sheet
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

0.39
1.26
6.35
11.91
—
—
13.20
01/03/2023
97.5% / 2.5%
Download CFS AZ Sestante Index Aggressive – Super Fact Sheet
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

0.42
1.40
7.07
13.26
—
—
14.72
01/03/2023
97.5% / 2.5%
Download CFS AZ Sestante Index Aggressive – Pension Fact Sheet
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

-0.13
0.68
2.59
5.89
6.75
3.68
3.98
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Investment Fact Sheet
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

-0.12
0.65
2.30
5.26
6.02
3.31
3.54
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Super Fact Sheet
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

-0.12
0.73
2.62
5.94
6.85
3.77
4.00
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Pension Fact Sheet
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
0.68
3.25
6.86
8.20
4.50
4.96
05/12/2016
50% / 50%
Download CFS AZ Sestante Wholesale Diversified Fund – Investment Fact Sheet
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

-0.36
0.67
2.97
6.27
7.44
4.15
4.48
05/12/2016
50% / 50%
Download CFS AZ Sestante Wholesale Diversified Fund – Super Fact Sheet
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

-0.35
0.81
3.35
7.03
8.40
4.67
5.03
05/12/2016
50% / 50%
Download CFS AZ Sestante Wholesale Diversified Fund – Pension Fact Sheet
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

-0.28
0.92
4.28
8.32
10.80
6.72
6.59
05/12/2016
85% / 15%
Download CFS AZ Sestante Wholesale Growth Fund – Investment Fact Sheet
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

-0.29
0.93
3.98
7.82
9.97
6.37
6.03
05/12/2016
85% / 15%
Download CFS AZ Sestante Wholesale Growth Fund – Super Fact Sheet
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

-0.22
1.16
4.50
8.68
11.18
7.09
6.65
05/12/2016
85% / 15%
Download CFS AZ Sestante Wholesale Growth Fund – Pension Fact Sheet
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