CFS

Sestante Dynamic Star

The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series.

0.56
2.02
4.81
7.19
01/11/2024
30% / 70%
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
0.61
2.64
6.44
8.80
01/11/2024
50% / 50%
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
0.46
2.99
7.34
8.73
01/11/2024
70% / 30%
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
0.46
3.65
9.01
10.00
01/11/2024
80% / 20%
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
0.32
3.66
8.99
9.64
01/11/2024
95% / 5%
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

0.47
1.62
4.01
5.50
6.77
3.64
21/02/2022
30% / 70%
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
0.53
1.82
4.50
6.23
7.65
4.12
21/02/2022
30% / 70%
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
0.52
2.20
5.50
6.44
7.89
4.02
21/02/2022
40% / 60%
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
0.57
2.42
6.12
7.22
8.89
4.52
21/02/2022
40% / 60%
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
0.45
2.19
5.41
6.19
8.68
4.30
21/02/2022
50% / 50%
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
0.50
2.41
6.02
6.91
9.70
4.77
21/02/2022
50% / 50%
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
0.38
2.49
6.31
6.72
9.46
4.76
21/02/2022
70% / 30%
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
0.42
2.73
7.00
7.47
10.63
5.31
21/02/2022
70% / 30%
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
0.37
3.05
7.78
8.21
11.61
6.06
21/02/2022
85% / 15%
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
0.40
3.33
8.61
9.09
13.01
6.74
21/02/2022
85% / 15%
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
0.26
3.09
7.88
8.47
12.38
6.32
21/02/2022
97.5% / 2.5%
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
0.29
3.37
8.72
9.36
13.86
7.02
21/02/2022
97.5% / 2.5%
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

0.63
2.02
4.91
6.26
6.70
01/03/2023
30% / 70%
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
0.71
2.25
5.48
7.03
7.52
01/03/2023
30% / 70%
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
0.75
2.86
6.84
8.06
8.60
01/03/2023
40% / 60%
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
0.84
3.18
7.62
8.99
9.63
01/03/2023
40% / 60%
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
0.82
3.18
7.47
7.70
9.15
01/03/2023
50% / 50%
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
0.92
3.53
8.33
8.56
10.16
01/03/2023
50% / 50%
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
0.84
3.72
8.78
9.49
10.47
01/03/2023
70% / 30%
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
0.94
4.13
9.78
10.56
11.68
01/03/2023
70% / 30%
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
0.97
4.67
10.86
11.81
12.80
01/03/2023
85% / 15%
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
1.09
5.19
12.12
13.16
14.29
01/03/2023
85% / 15%
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
1.04
5.03
11.90
13.31
14.02
01/03/2023
97.5% / 2.5%
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
1.17
5.60
13.29
14.81
15.64
01/03/2023
97.5% / 2.5%
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

0.49
1.90
4.36
5.96
7.42
4.13
4.02
05/12/2016
30% / 70%
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
0.44
1.64
3.84
5.28
6.61
3.71
3.56
05/12/2016
30% / 70%
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
0.50
1.88
4.34
5.99
7.52
4.23
4.03
05/12/2016
30% / 70%
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
0.44
2.55
5.86
6.54
9.15
5.17
5.02
05/12/2016
50% / 50%
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
0.38
2.29
5.23
5.97
8.26
4.74
4.53
05/12/2016
50% / 50%
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
0.43
2.52
5.85
6.69
9.34
5.33
5.08
05/12/2016
50% / 50%
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
0.31
3.33
7.97
7.90
12.50
7.91
6.67
05/12/2016
85% / 15%
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
0.28
3.02
7.18
7.49
11.45
7.41
6.10
05/12/2016
85% / 15%
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
0.31
3.30
7.97
8.21
12.85
8.25
6.70
05/12/2016
85% / 15%
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