AZ Sestante

Sestante Dynamic Star

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

Sestante Dynamic Star Conservative Portfolio

0.14

1.53

3.98

6.69

—

7.56

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

0.18

1.85

5.09

7.95

—

9.33

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

0.22

1.70

5.51

7.14

—

9.26

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

0.27

1.98

6.62

8.06

—

10.72

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

0.23

1.65

6.49

7.23

—

10.20

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

0.08

1.31

3.31

5.33

5.74

—

3.71

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

0.09

1.48

3.71

6.03

6.47

—

4.19

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

0.14

1.64

4.36

6.39

6.64

—

4.14

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

0.15

1.85

4.85

7.16

7.47

—

4.66

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

0.26

1.65

4.37

5.72

7.09

—

4.44

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

0.29

1.85

4.85

6.40

7.88

—

4.92

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

0.19

1.55

4.77

5.99

7.54

—

4.86

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

0.21

1.75

5.29

6.66

8.43

—

5.43

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

0.23

1.83

5.77

6.90

9.12

—

6.19

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

0.26

2.06

6.38

7.64

10.17

—

6.90

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

0.18

1.59

5.74

6.48

9.51

—

6.41

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

0.20

1.80

6.36

7.15

10.59

—

7.12

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

-0.16

1.26

3.59

5.75

—

6.52

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

-0.17

1.42

4.01

6.45

—

7.32

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

-0.27

1.48

4.77

7.05

—

8.34

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

-0.30

1.66

5.31

7.86

—

9.34

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

-0.25

1.62

5.24

6.75

—

8.89

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

-0.28

1.82

5.83

7.51

—

9.87

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

-0.40

1.60

5.90

7.92

—

10.11

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

-0.45

1.79

6.57

8.80

—

11.27

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

-0.48

1.87

7.23

9.29

—

12.34

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

-0.55

2.10

8.06

10.32

—

13.78

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

-0.65

1.92

7.79

10.17

—

13.47

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

-0.74

2.15

8.69

11.29

—

15.02

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

0.07

1.31

3.64

5.58

6.26

3.76

4.04

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

0.09

1.21

3.25

4.97

5.59

3.39

3.58

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

0.08

1.35

3.66

5.63

6.36

3.86

4.05

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

0.26

1.50

4.68

5.59

7.59

4.65

5.05

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

0.25

1.41

4.27

5.15

6.91

4.29

4.56

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

0.28

1.59

4.75

5.75

7.78

4.82

5.12

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

0.20

1.51

5.82

5.90

9.69

6.90

6.69

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

0.22

1.51

5.38

5.73

9.04

6.53

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

0.25

1.71

5.95

6.23

10.07

7.26

6.74

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