ESG

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 April 2024.

-0.97
1.04
5.68
6.12
11.76
01/06/2022
30% / 70%
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

-1.70
1.35
8.43
7.57
15.76
01/06/2022
45% / 55%
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

-2.37
1.59
10.77
8.51
19.51
01/06/2022
70% / 30%
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

-2.68
2.22
13.00
9.88
24.19
01/06/2022
85% / 15%
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

-2.91
2.55
14.48
11.33
26.82
01/06/2022
98% / 2%
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