ESG

Portfolios & Platform Availability
ESG Focus Brochure

ESG

Sestante ESG Focus Dynamic Portfolios

Sestante has partnered with Evergreen Consultants to provide some guidance around sustainable investing using a simple framework that is easy to understand. You’ll be able to understand where your money is invested and how it’s helping the global efforts on environmental sustainability. Download the ESG Focus brochure here.

The investment return figures below are as at 30 November 2024.

Sestante ESG Focus Dynamic Conservative Portfolio

1.52
1.67
4.64
9.35
—
—
7.03
01/06/2022
30% / 70%
Download Sestante ESG Focus Dynamic Conservative Portfolio Fact Sheet
Investment Objective
To deliver outperformance of RBA cash rate +2.0% per annum after fees over a rolling 3-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS021): 0.6870% p.a

Sestante ESG Focus Dynamic Moderately Conservative Portfolio

2.15
2.66
6.58
13.19
—
—
9.45
01/06/2022
45% / 55%
Download Sestante ESG Focus Dynamic Moderately Conservative 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 after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS022): 0.7886% p.a

Sestante ESG Focus Dynamic Balanced Portfolio

2.75
3.22
8.02
16.26
—
—
11.55
01/06/2022
70% / 30%
Download Sestante ESG Focus Dynamic Balanced Portfolio Fact Sheet
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.5% p.a. after fees over a rolling 6-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS023): 0.8417% p.a

Sestante ESG Focus Dynamic Assertive Portfolio

3.28
4.16
9.45
19.47
—
—
13.98
01/06/2022
85% / 15%
Download Sestante ESG Focus Dynamic Assertive Portfolio Fact Sheet
Investment Objective
To deliver outperformance of the RBA Cash Rate + 4.5% p.a. after fees over a rolling 7-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS024): 0.8811% p.a

Sestante ESG Focus Dynamic Aggressive Portfolio

3.64
4.71
10.39
21.72
—
—
15.35
01/06/2022
98% / 2%
Download Sestante ESG Focus Dynamic Aggressive Portfolio Fact Sheet
Investment Objective
To deliver outperformance of the RBA Cash Rate +5.0% p.a. after fees over a rolling 7-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS025): 0.9086% p.a