Index

Index

Sestante Index Portfolios

Investment return figures as at 28 February 2025.

-0.15
0.87
3.01
7.26
3.65
2.77
3.35
07/02/2019
30% / 70%
Investment Objective
Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS015): 0.3490% p.a

-0.75
0.42
3.55
9.09
4.88
4.15
5.04
07/02/2019
45% / 55%
Investment Objective
Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS016): 0.3924% p.a

-1.07
0.23
4.12
10.77
6.23
5.37
6.26
07/02/2019
70% / 30%
Investment Objective
Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS017): 0.4193% p.a

-1.82
-0.09
5.08
12.66
8.26
7.73
8.21
07/02/2019
85% / 15%
Investment Objective
Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS018): 0.4377% p.a

-1.95
0.08
5.54
13.35
8.98
10.32
08/08/2020
98% / 2%
Investment Objective
Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.
Estimated Total Cost (As per platform disclosure document)

HUB24 (AZS020): 0.4140% p.a