Dynamic

Dynamic

Sestante Dynamic Portfolios

1.96
0.49
2.73
4.97
1.42
2.41
07/02/2019
30% / 70%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a
3-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)

HUB24 (AZS011): 0.457% p.a

Mac Wrap (SMAAZ03S): 0.463% p.a

Netwealth (MAC000399): 0.4481% p.a

BT Pano (DAM1767AU): 0.4575% p.a

2.94
-0.09
2.86
4.82
2.23
3.53
07/02/2019
45% / 55%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a
5-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)

HUB24 (AZS012): 0.516% p.a

Mac Wrap (SMAAZ05S): 0.610% p.a

Netwealth (MAC000400): 0.506% p.a

3.86
-0.79
2.77
4.49
3.11
4.54
07/02/2019
70% / 30%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 3.5% p.a. over a
6-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)

HUB24 (AZS013): 0.582% p.a

Mac Wrap (SMAAZ02S): 0.644% p.a

Netwealth (MAC000401): 0.5704% p.a

BT Pano (DAM5010AU): 0.5451% p.a

4.50
-1.32
3.18
4.61
4.68
5.95
07/02/2019
85% / 15%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 4.5% p.a. over a
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)

HUB24 (AZS014): 0.593% p.a

Mac Wrap (SMAAZ04S): 0.642% p.a

Netwealth (MAC000402): 0.5772% p.a

BT Pano (DAM1260AU): 0.5372% p.a

4.61
-1.57
3.70
5.33
5.36
7.35
08/08/2020
98% / 2%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 5.0% p.a. over a
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)

HUB24 (AZS019): 0.622% p.a

Mac Wrap (SMAAZ01S): 0.720% p.a

Netwealth (MAC000403): 0.6059% p.a