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

0.86
3.62
3.46
6.50
—
—
6.98
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

1.08
4.66
4.57
8.53
—
—
8.77
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

1.25
5.91
5.41
9.69
—
—
9.20
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

1.38
6.83
6.38
11.81
—
—
10.81
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

1.39
7.44
6.40
11.66
—
—
10.50
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

0.80
3.26
3.04
5.50
5.98
—
3.89
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

0.89
3.67
3.46
6.24
6.76
—
4.41
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

1.06
4.25
4.06
7.40
7.22
—
4.49
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

1.19
4.79
4.59
8.32
8.13
—
5.06
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

1.17
4.77
4.52
7.81
7.63
—
4.82
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

1.32
5.38
5.09
8.76
8.51
—
5.37
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
5.44
4.90
8.57
8.26
—
5.30
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

1.38
6.12
5.50
9.58
9.26
—
5.93
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

1.40
6.36
5.86
10.56
9.89
—
6.69
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

1.56
7.16
6.56
11.79
11.04
—
7.47
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

1.36
7.00
6.03
10.69
10.17
—
6.93
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

1.52
7.87
6.74
11.93
11.34
—
7.71
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

0.78
3.51
3.17
5.83
6.42
—
6.32
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

0.87
3.90
3.56
6.54
7.23
—
7.09
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

1.02
4.74
4.14
7.80
8.19
—
8.11
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

1.13
5.27
4.61
8.69
9.16
—
9.07
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

1.12
5.33
4.59
8.67
8.87
—
8.70
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

1.24
5.93
5.10
9.66
9.91
—
9.67
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

1.18
6.06
4.98
9.74
9.95
—
9.87
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

1.31
6.75
5.52
10.83
11.08
—
11.00
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

1.29
7.20
5.83
12.00
12.07
—
12.04
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

1.43
8.05
6.46
13.36
13.45
—
13.42
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

1.24
7.89
5.99
12.73
13.01
—
13.08
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

1.38
8.83
6.63
14.17
14.49
—
14.57
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

0.88
3.64
3.40
6.08
6.69
3.72
4.14
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

0.79
3.25
3.08
5.45
5.95
3.35
3.68
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

0.88
3.64
3.40
6.11
6.76
3.81
4.15
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

1.31
5.32
5.02
8.43
8.34
4.56
5.23
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

1.18
4.79
4.62
7.73
7.59
4.22
4.73
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

1.31
5.34
5.05
8.57
8.51
4.74
5.30
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

1.54
6.82
6.31
10.86
10.56
6.21
6.92
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

1.38
6.12
5.85
10.06
9.79
5.93
6.34
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

1.51
6.84
6.35
11.14
10.91
6.57
6.98
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