Index

Portfolios & Platform Availability
Managed Account Fact Sheet

Index

Sestante Index Portfolios

Investment return figures as at 31 December 2024.

Sestante Conservative Index Portfolio

-0.24
0.87
4.22
7.34
2.32
2.67
3.25
07/02/2019
30% / 70%
Download Sestante Conservative Index Portfolio Fact Sheet
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

Sestante Moderately Conservative Index Portfolio

-0.81
0.85
5.32
9.67
3.08
3.97
4.97
07/02/2019
45% / 55%
Download Sestante Moderately Conservative Index Portfolio Fact Sheet
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

Sestante Balanced Index Portfolio

-1.34
0.74
6.41
11.56
3.92
4.94
6.16
07/02/2019
70% / 30%
Download Sestante Balanced Index Portfolio Fact Sheet
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

Sestante Assertive Index Portfolio

-1.55
1.40
7.51
14.68
5.62
6.96
8.18
07/02/2019
85% / 15%
Download Sestante Assertive Index Portfolio Fact Sheet
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

Sestante Aggressive Index Portfolio

-1.43
1.68
7.77
15.86
6.17
—
10.35
08/08/2020
98% / 2%
Download Sestante Aggressive Index Portfolio Fact Sheet
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