Index

Portfolios & Platform Availability
Managed Account Fact Sheet

Index

Sestante Index Portfolios

Investment return figures as at 31 January 2025.

Sestante Conservative Index Portfolio

1.27
2.56
3.76
7.95
3.28
2.58
3.42
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

2.00
3.30
4.95
10.85
4.67
3.72
5.25
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

2.69
3.83
5.91
13.37
6.07
4.60
6.54
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

3.36
4.73
7.43
16.77
8.40
6.63
8.67
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

3.56
5.09
7.93
17.93
9.21
—
11.02
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