Index

Index

Sestante Index Portfolios

Investment return figures as at 31 March 2025.

-0.69
0.43
1.23
4.94
3.56
3.14
3.09
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

-1.20
0.03
0.81
5.55
4.12
5.17
4.72
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

-1.84
-0.26
0.42
5.99
4.82
7.00
5.81
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

-2.46
-0.97
0.36
6.73
6.02
10.35
7.65
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

-2.66
-1.11
0.49
7.07
6.57
9.48
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