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

0.75
2.42
3.59
—
—
—
7.96
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

0.94
3.18
4.66
—
—
—
9.85
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

1.20
3.75
4.81
—
—
—
9.95
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

1.35
4.55
5.82
—
—
—
11.50
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

1.51
4.76
5.36
—
—
—
11.26
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

0.58
1.97
2.91
5.70
5.71
—
13.48
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

0.65
2.20
3.29
6.46
6.46
—
15.34
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

0.73
2.67
3.94
6.96
6.53
—
14.95
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

0.82
2.95
4.39
7.81
7.36
—
16.92
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

0.78
2.68
3.46
6.80
7.09
—
16.19
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

0.87
2.95
3.85
7.60
7.90
—
18.03
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

0.94
3.17
4.11
7.69
7.69
—
18.12
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

1.05
3.48
4.55
8.57
8.62
—
20.38
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

1.05
3.87
4.99
9.37
9.41
—
23.64
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

1.17
4.24
5.50
10.41
10.51
—
26.53
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

1.18
4.09
4.74
9.68
10.00
—
24.89
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

1.32
4.48
5.21
10.74
11.16
—
27.87
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

0.70
2.30
3.46
6.38
—
—
17.49
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

0.78
2.56
3.86
7.17
—
—
19.75
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

1.03
3.24
4.80
8.35
—
—
22.83
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

1.15
3.59
5.32
9.32
—
—
25.75
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

1.15
3.56
4.80
8.27
—
—
24.37
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

1.29
3.94
5.32
9.21
—
—
27.25
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

1.43
4.24
5.87
10.06
—
—
28.26
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

1.60
4.69
6.51
11.20
—
—
31.79
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

1.75
5.27
7.09
12.51
—
—
35.19
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

1.95
5.84
7.86
13.94
—
—
39.69
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

1.89
5.76
7.63
13.93
—
—
38.89
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

2.11
6.40
8.46
15.51
—
—
43.85
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

0.73
2.30
3.13
6.30
6.25
4.01
4.00
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

0.64
2.02
2.74
5.58
5.57
3.60
3.55
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

0.73
2.28
3.12
6.33
6.36
4.10
4.01
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

1.02
3.13
3.67
7.53
7.60
5.04
5.02
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

0.92
2.81
3.31
6.88
6.91
4.63
4.52
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

1.02
3.11
3.70
7.68
7.79
5.20
5.07
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

1.30
4.24
4.86
9.60
10.03
7.66
6.70
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

1.18
3.82
4.49
8.99
9.30
7.19
6.12
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

1.30
4.18
4.90
9.89
10.39
8.00
6.73
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