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

-0.67
-0.22
3.40
4.17
—
—
5.92
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

-1.04
-0.32
4.33
5.40
—
—
7.41
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

-1.31
0.00
5.91
6.50
—
—
7.95
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

-1.30
0.60
7.48
8.52
—
—
9.68
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

-1.20
1.08
8.60
8.88
—
—
9.68
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

-0.63
-0.40
2.84
3.40
5.91
—
3.59
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

-0.70
-0.39
3.26
3.94
6.70
—
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

-0.97
-0.54
3.68
4.52
7.29
—
4.13
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

-1.08
-0.59
4.17
5.13
8.23
—
4.65
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

-1.06
-0.54
4.21
4.93
7.82
—
4.44
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

-1.17
-0.62
4.73
5.55
8.73
—
4.93
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

-1.23
-0.25
5.17
5.66
8.64
—
4.95
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

-1.37
-0.32
5.77
6.32
9.68
—
5.53
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

-1.24
0.28
6.65
7.59
10.61
—
6.39
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

-1.39
0.21
7.39
8.42
11.86
—
7.10
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

-1.16
0.74
7.79
8.17
11.15
—
6.72
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

-1.30
0.72
8.65
9.06
12.45
—
7.45
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

-0.66
-0.59
2.90
3.13
6.37
—
5.69
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

-0.73
-0.61
3.26
3.56
7.20
—
6.40
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

-1.01
-0.79
3.92
3.97
8.23
—
7.29
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

-1.12
-0.88
4.35
4.42
9.22
—
8.15
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

-1.09
-0.79
4.50
4.50
9.00
—
7.83
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

-1.21
-0.90
4.98
4.97
10.06
—
8.69
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

-1.22
-0.63
5.39
5.14
10.18
—
8.96
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

-1.36
-0.75
5.96
5.64
11.35
—
9.96
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

-1.24
-0.17
7.02
6.83
12.50
—
11.10
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

-1.38
-0.27
7.76
7.47
13.93
—
12.35
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

-1.13
0.19
8.10
7.54
13.58
—
12.17
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

-1.27
0.12
8.97
8.25
15.12
—
13.52
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

-0.74
-0.37
3.26
3.72
6.61
3.52
3.99
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Investment Fact Sheet
Investment Objective
Target CPI plus 2.0% per annum over rolling 3-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Conservative Fund – Super

-0.66
-0.37
2.87
3.36
5.87
3.17
3.54
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Super Fact Sheet
Investment Objective
Target CPI plus 2.0% per annum over rolling 3-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Conservative Fund – Pension

-0.74
-0.37
3.25
3.76
6.67
3.61
4.00
05/12/2016
30% / 70%
Download CFS AZ Sestante Wholesale Conservative Fund – Pension Fact Sheet
Investment Objective
Target CPI plus 2.0% per annum over a rolling 3-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Investment

-1.27
-0.57
4.72
5.13
8.35
4.27
5.03
05/12/2016
55% / 45%
Download CFS AZ Sestante Wholesale Diversified Fund – Investment Fact Sheet
Investment Objective
Target CPI plus 3.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Super

-1.13
-0.50
4.26
4.80
7.60
3.97
4.55
05/12/2016
55% / 45%
Download CFS AZ Sestante Wholesale Diversified Fund – Super Fact Sheet
Investment Objective
Target CPI plus 3.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Diversified Fund – Pension

-1.27
-0.59
4.72
5.28
8.52
4.45
5.10
05/12/2016
55% / 45%
Download CFS AZ Sestante Wholesale Diversified Fund – Pension Fact Sheet
Investment Objective
Target CPI plus 3.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Investment

-1.49
0.13
6.95
7.42
11.11
5.91
6.75
05/12/2016
80% / 20%
Download CFS AZ Sestante Wholesale Growth Fund – Investment Fact Sheet
Investment Objective
Target CPI plus 4.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Super

-1.34
0.17
6.31
7.01
10.29
5.66
6.19
05/12/2016
80% / 20%
Download CFS AZ Sestante Wholesale Growth Fund – Super Fact Sheet
Investment Objective
Target CPI plus 4.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr

CFS AZ Sestante Wholesale Growth Fund – Pension

-1.49
0.12
6.97
7.72
11.45
6.27
6.80
05/12/2016
80% / 20%
Download CFS AZ Sestante Wholesale Growth Fund – Pension Fact Sheet
Investment Objective
Target CPI plus 4.5% per annum over a rolling 5-year period before fees and taxes.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr