AZ Sestante

Filter

Sestante Dynamic Portfolios

February Flash Report
Sestante Dynamic Asset Allocation February
Sestante Quarterly Report Q4 2025
CFS Quarterly Report Q4 2025
Market Commentary from Portfolio Manager, Andrea Ciaccio, January

Monthly & Quarterly Reports Archive

Investment return figures as at 28 February 2026.

Sestante Dynamic Conservative Portfolio

1.29

1.46

2.81

6.26

7.30

4.25

4.12

07/02/2019

30% / 70%

Download Sestante Dynamic Conservative Portfolio Fact Sheet

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

1.88

2.06

3.56

8.09

8.96

5.61

07/02/2019

45% / 55%

Download Sestante Dynamic Moderately Conservative Portfolio Fact Sheet

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

2.33

2.63

4.06

9.80

10.44

6.93

6.95

07/02/2019

70% / 30%

Download Sestante Dynamic Balanced Portfolio Fact Sheet

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

2.68

3.03

4.50

11.21

12.07

8.52

8.57

07/02/2019

85% / 15%

Download Sestante Dynamic Assertive Portfolio Fact Sheet

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

2.54

3.13

4.62

11.65

12.95

9.16

10.46

08/08/2020

98% / 2%

Download Sestante Dynamic Aggressive Portfolio Fact Sheet

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

1.48

2.04

3.60

7.31

—

7.72

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

2.19

3.18

5.09

9.99

—

10.07

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

2.70

3.91

5.68

10.76

—

10.59

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

3.22

4.87

6.94

13.16

—

12.57

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

3.09

4.71

6.44

12.14

—

12.02

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

Sestante ESG Focus Dynamic Portfolios

Sestante ESG Focus Dynamic Conservative Portfolio

1.00

1.20

2.41

6.19

6.86

—

6.61

01/06/2022

30% / 70%

Download Sestante ESG Focus Dynamic Conservative Portfolio Fact Sheet

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

1.42

1.59

2.83

7.75

8.63

—

8.50

01/06/2022

45% / 55%

Download Sestante ESG Focus Dynamic Moderately Conservative 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 after fees.

Estimated Total Cost (before transaction & platform costs)

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

Sestante ESG Focus Dynamic Balanced Portfolio

1.67

1.62

2.69

8.52

9.74

—

9.94

01/06/2022

70% / 30%

Download Sestante ESG Focus Dynamic Balanced Portfolio Fact Sheet

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

1.80

1.72

2.68

9.55

11.13

—

11.69

01/06/2022

85% / 15%

Download Sestante ESG Focus Dynamic Assertive Portfolio Fact Sheet

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

1.80

1.73

2.47

9.36

11.65

—

12.47

01/06/2022

98% / 2%

Download Sestante ESG Focus Dynamic Aggressive Portfolio Fact Sheet

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

1.32

1.71

3.03

7.59

7.16

3.94

3.88

07/02/2019

30% / 70%

Download Sestante Conservative Index Portfolio Fact Sheet

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

2.01

2.58

4.08

10.38

9.31

5.75

5.80

07/02/2019

45% / 55%

Download Sestante Moderately Conservative Index Portfolio Fact Sheet

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

2.49

3.41

4.87

12.84

11.27

7.43

7.20

07/02/2019

70% / 30%

Download Sestante Balanced Index Portfolio Fact Sheet

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

2.87

4.24

5.91

15.69

13.67

9.93

9.31

07/02/2019

85% / 15%

Download Sestante Assertive Index Portfolio Fact Sheet

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

2.75

4.45

6.03

16.83

14.68

10.81

11.54

08/08/2020

98% / 2%

Download Sestante Aggressive Index Portfolio Fact Sheet

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

1.22

1.78

3.12

6.12

6.20

—

3.92

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

1.37

2.01

3.52

6.92

6.98

—

4.44

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

1.88

2.74

4.43

8.54

7.51

—

4.58

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

2.11

3.07

4.98

9.59

8.43

—

5.15

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

2.11

2.94

4.64

8.26

8.01

—

4.90

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

2.37

3.29

5.20

9.25

8.91

—

5.45

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

2.37

3.43

5.04

9.36

8.65

—

5.42

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

2.66

3.83

5.65

10.46

9.67

—

6.07

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

2.82

4.29

6.20

11.49

10.47

—

6.90

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

3.17

4.79

6.95

12.83

11.68

—

7.69

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

2.76

4.33

5.99

11.01

10.85

—

7.11

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

3.10

4.83

6.72

12.28

12.09

—

7.91

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

1.25

1.65

2.93

6.49

6.54

—

6.54

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

1.41

1.86

3.30

7.29

7.35

—

7.35

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

1.86

2.44

3.95

8.94

8.49

—

8.49

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

2.09

2.73

4.44

10.00

9.51

—

9.51

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

2.05

2.69

4.35

9.36

9.08

—

9.08

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

2.30

3.01

4.88

10.46

10.10

—

10.10

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

2.33

3.23

4.88

11.04

10.39

—

10.39

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

2.62

3.61

5.47

12.33

11.60

—

11.60

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

2.67

3.95

5.90

13.41

12.71

—

12.71

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

3.00

4.43

6.62

15.00

14.20

—

14.20

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

2.58

4.09

6.09

14.19

13.79

—

13.79

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

2.90

4.58

6.83

15.87

15.40

—

15.40

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

1.35

1.93

3.27

6.50

6.85

4.17

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

1.21

1.75

2.98

5.80

6.11

3.76

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

1.37

1.93

3.31

6.53

6.93

4.27

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

2.37

3.16

4.71

8.55

8.62

5.28

5.27

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

2.12

2.86

4.31

7.76

7.83

4.86

4.75

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

2.37

3.17

4.81

8.69

8.81

5.46

5.33

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

3.09

4.47

6.05

11.20

11.24

7.59

7.01

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

2.76

4.05

5.61

10.36

10.41

7.15

6.41

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

3.11

4.50

6.29

11.49

11.61

7.95

7.06

05/12/2016

85% / 15%

Download CFS AZ Sestante Wholesale Growth Fund – Pension Fact Sheet