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Sestante Dynamic Portfolios
April Flash Report | Sestante Dynamic Asset Allocation – April 2023 | Quarterly Peer Group Returns as at March 2023
Investment return figures as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS011): 0.457% p.a
Mac Wrap (SMAAZ03S): 0.463% p.a
Netwealth (MAC000399): 0.4481% p.a
BT Pano (DAM1767AU): 0.4575% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS012): 0.516% p.a
Mac Wrap (SMAAZ05S): 0.610% p.a
Netwealth (MAC000400): 0.506% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS013): 0.582% p.a
Mac Wrap (SMAAZ02S): 0.644% p.a
Netwealth (MAC000401): 0.5704% p.a
BT Pano (DAM5010AU): 0.5451% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS014): 0.593% p.a
Mac Wrap (SMAAZ04S): 0.642% p.a
Netwealth (MAC000402): 0.5772% p.a
BT Pano (DAM1260AU): 0.5372% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS019): 0.622% p.a
Mac Wrap (SMAAZ01S): 0.720% p.a
Netwealth (MAC000403): 0.6059% p.a
Sestante ESG Focus Dynamic Portfolios
Sestante has partnered with Evergreen Consultants to provide some guidance around sustainable investing using a simple framework that is easy to understand. You’ll be able to understand where your money is invested and how it’s helping the global efforts on environmental sustainability.
Download the ESG Focus brochure here.
The investment return figures below are as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS021): 0.5549% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS022): 0.6869% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS023): 0.7963% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS024): 0.8150% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS025): 0.8930% p.a
Index Portfolios
Investment return figures as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS015): 0.302% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS016): 0.314% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS017): 0.339% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS018): 0.324% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS020): 0.318% p.a
CFS Sestante Dynamic Portfolios
CFS Managed Account Fact Sheet | CFS Dynamic SOA guidance template
Investment return figures as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.88% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.88% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.94% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.94% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.94% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.94% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.15% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.16% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.15%
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.16%
CFS AZ Sestante Index
AZ Sestante Index Portfolios on CFS FirstChoice.
CFS Index SOA guidance template
Investment return figures as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.36% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.36% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.36% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.36% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
CFS AZ Sestante Wholesale Funds
Investment return figures as at 30 April 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 0.95% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 0.95% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 1.09% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.13% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.12% p.a.