Sestante Dynamic Star
The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.
3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.
3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.
4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.
4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.
5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.
5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.
6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.
6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling
7-year period after fees.
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling
7-year period after fees.
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