CFS Sestante Dynamic Portfolios
CFS Managed Account Fact Sheet | CFS Dynamic SOA guidance template
Investment return figures as at 31 October 2024.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.89% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.89% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.95% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.95% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.98% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.04% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.03% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.11%
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.11%
CFS AZ Sestante Index
AZ Sestante Index Portfolios on CFS FirstChoice.
CFS Index SOA guidance template
Investment return figures as at 31 October 2024.
Investment Objective
3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.36% p.a
Investment Objective
3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.36% p.a
Investment Objective
4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.36% p.a
Investment Objective
4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.36% p.a
Investment Objective
5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
Investment Objective
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Super: 0.35% p.a
Investment Objective
7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
Pension: 0.35% p.a
CFS AZ Sestante Wholesale Funds
Investment return figures as at 31 October 2024.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 0.95% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 0.95% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.99% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Investment: 1.09% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.13% p.a.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.12% p.a.