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

0.82
2.16
5.25
8.07
—
—
8.07
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

1.05
2.62
7.15
9.95
—
—
9.95
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

1.01
2.70
8.18
9.83
—
—
9.83
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

1.24
3.08
10.16
11.36
—
—
11.36
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

1.10
2.96
10.22
10.85
—
—
10.85
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

0.76
1.82
4.43
6.70
6.44
—
3.77
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

0.86
2.05
4.99
7.58
7.27
—
4.26
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

0.98
2.25
6.17
8.26
7.53
—
4.20
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

1.11
2.52
6.91
9.27
8.47
—
4.72
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

0.92
2.17
6.19
7.82
8.09
—
4.46
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

1.05
2.44
6.92
8.76
9.02
—
4.95
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

0.98
2.32
7.13
8.41
8.74
—
4.92
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

1.11
2.61
7.96
9.38
9.80
—
5.50
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

1.22
2.65
8.91
9.87
10.53
—
6.27
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
2.99
9.94
10.99
11.78
—
6.98
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

1.14
2.60
9.10
9.78
11.12
—
6.50
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
2.93
10.16
10.86
12.42
—
7.23
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
2.13
4.98
7.49
—
—
6.79
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

0.88
2.38
5.58
8.41
—
—
7.63
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

0.99
2.79
7.03
9.56
—
—
8.72
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

1.11
3.13
7.86
10.69
—
—
9.77
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

1.05
3.05
7.80
9.47
—
—
9.28
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

1.18
3.42
8.72
10.57
—
—
10.31
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

1.16
3.47
9.15
11.26
—
—
10.61
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

1.30
3.89
10.23
12.56
—
—
11.84
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

1.38
4.16
11.51
13.34
—
—
12.96
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

1.55
4.66
12.90
14.89
—
—
14.47
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

1.53
4.53
12.67
14.72
—
—
14.20
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

1.72
5.09
14.22
16.44
—
—
15.85
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
1.97
4.87
7.20
7.08
4.23
4.07
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

0.68
1.76
4.32
6.40
6.30
3.80
3.61
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

0.76
2.00
4.89
7.24
7.17
4.33
4.08
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

0.80
2.27
6.65
8.09
8.61
5.25
5.07
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

0.78
2.09
5.97
7.39
7.79
4.82
4.57
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

0.88
2.34
6.70
8.25
8.80
5.42
5.13
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

0.99
2.62
9.06
9.42
11.35
7.99
6.73
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

1.00
2.47
8.21
8.85
10.47
7.50
6.16
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

1.14
2.77
9.18
9.75
11.71
8.35
6.77
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