Sestante Dynamic Portfolios
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Sestante Dynamic Portfolios
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7 years
|
0.49% |
0.47% |
4.91% |
4.80% |
13.50% |
6.80% |
9.57% |
08/08/20 |
98% / 2%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.49%
3 Month
0.47%
6 Month
4.91%
1 Year
4.80%
3 Year
13.50%
5 Year
6.80%
Since Inception
9.57% p.a.
Growth / Defensive
98%
/ 2%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 5.0% p.a. over a 7-year rolling period after fees.
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Sestante Dynamic Portfolios
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7 years
|
0.81% |
0.39% |
4.61% |
4.74% |
12.74% |
6.42% |
8.01% |
07/02/19 |
85% / 15%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.81%
3 Month
0.39%
6 Month
4.61%
1 Year
4.74%
3 Year
12.74%
5 Year
6.42%
Since Inception
8.01% p.a.
Growth / Defensive
85%
/ 15%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 4.5% p.a. over a
7-year rolling period after fees.
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Sestante Dynamic Portfolios
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6 years
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0.86% |
0.19% |
3.84% |
4.01% |
10.88% |
5.42% |
6.50% |
07/02/19 |
70% / 30%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.86%
3 Month
0.19%
6 Month
3.84%
1 Year
4.01%
3 Year
10.88%
5 Year
5.42%
Since Inception
6.50% p.a.
Growth / Defensive
70%
/ 30%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 3.5% p.a. over a
6-year rolling period after fees.
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Sestante Dynamic Portfolios
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3 years
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0.86% |
0.50% |
2.69% |
3.22% |
7.07% |
4.02% |
3.96% |
07/02/19 |
30% / 70%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.86%
3 Month
0.50%
6 Month
2.69%
1 Year
3.22%
3 Year
7.07%
5 Year
4.02%
Since Inception
3.96% p.a.
Growth / Defensive
30%
/ 70%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a
3-year rolling period after fees.
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Sestante Dynamic Portfolios
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5 years
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1.05% |
0.45% |
3.32% |
3.74% |
9.05% |
4.71% |
5.30% |
07/02/19 |
45% / 55%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
1.05%
3 Month
0.45%
6 Month
3.32%
1 Year
3.74%
3 Year
9.05%
5 Year
4.71%
Since Inception
5.30% p.a.
Growth / Defensive
45%
/ 55%
Investment Objective
To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a
5-year rolling period after fees.
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Sestante Index Portfolios
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Sestante Index Portfolios
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7 years
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-0.04% |
-0.03% |
5.42% |
6.70% |
15.97% |
8.68% |
10.78% |
08/08/20 |
98% / 2%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
-0.04%
3 Month
-0.03%
6 Month
5.42%
1 Year
6.70%
3 Year
15.97%
5 Year
8.68%
Since Inception
10.78% p.a.
Growth / Defensive
98%
/ 2%
Investment Objective
Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.
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Sestante Index Portfolios
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7 years
|
0.37% |
0.02% |
5.15% |
6.63% |
14.98% |
8.07% |
8.88% |
07/02/19 |
85% / 15%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.37%
3 Month
0.02%
6 Month
5.15%
1 Year
6.63%
3 Year
14.98%
5 Year
8.07%
Since Inception
8.88% p.a.
Growth / Defensive
85%
/ 15%
Investment Objective
Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.
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Sestante Index Portfolios
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6 years
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0.58% |
-0.05% |
4.25% |
5.25% |
12.41% |
6.27% |
6.88% |
07/02/19 |
70% / 30%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.58%
3 Month
-0.05%
6 Month
4.25%
1 Year
5.25%
3 Year
12.41%
5 Year
6.27%
Since Inception
6.88% p.a.
Growth / Defensive
70%
/ 30%
Investment Objective
Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.
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Sestante Index Portfolios
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3 years
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0.76% |
0.44% |
2.87% |
3.56% |
7.69% |
3.78% |
3.81% |
07/02/19 |
30% / 70%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.76%
3 Month
0.44%
6 Month
2.87%
1 Year
3.56%
3 Year
7.69%
5 Year
3.78%
Since Inception
3.81% p.a.
Growth / Defensive
30%
/ 70%
Investment Objective
Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.
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Sestante Index Portfolios
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5 years
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0.84% |
0.25% |
3.58% |
4.41% |
10.15% |
5.02% |
5.57% |
07/02/19 |
45% / 55%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.84%
3 Month
0.25%
6 Month
3.58%
1 Year
4.41%
3 Year
10.15%
5 Year
5.02%
Since Inception
5.57% p.a.
Growth / Defensive
45%
/ 55%
Investment Objective
Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees.
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Sestante Dynamic Star
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Sestante Dynamic Star
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7 years
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-0.08% |
0.17% |
4.84% |
7.61% |
- |
- |
9.22% |
01/11/24 |
95% / 5%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
-0.08%
3 Month
0.17%
6 Month
4.84%
1 Year
7.61%
3 Year
-
5 Year
-
Since Inception
9.22% p.a.
Growth / Defensive
95%
/ 5%
Investment Objective
To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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6 years
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0.22% |
0.10% |
4.31% |
7.43% |
- |
- |
9.38% |
01/11/24 |
80% / 20%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.22%
3 Month
0.10%
6 Month
4.31%
1 Year
7.43%
3 Year
-
5 Year
-
Since Inception
9.38% p.a.
Growth / Defensive
80%
/ 20%
Investment Objective
To deliver outperformance of the RBA cash rate +3.25% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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5 years
|
0.41% |
-0.06% |
3.55% |
5.87% |
- |
- |
7.83% |
01/11/24 |
70% / 30%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.41%
3 Month
-0.06%
6 Month
3.55%
1 Year
5.87%
3 Year
-
5 Year
-
Since Inception
7.83% p.a.
Growth / Defensive
70%
/ 30%
Investment Objective
To deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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3 years
|
0.54% |
0.28% |
2.57% |
3.87% |
- |
- |
5.95% |
01/11/24 |
30% / 70%
|
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.54%
3 Month
0.28%
6 Month
2.57%
1 Year
3.87%
3 Year
-
5 Year
-
Since Inception
5.95% p.a.
Growth / Defensive
30%
/ 70%
Investment Objective
To deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-year period.
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Sestante Dynamic Star
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4 years
|
0.56% |
0.10% |
2.92% |
4.89% |
- |
- |
7.39% |
01/11/24 |
50% / 50%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.56%
3 Month
0.10%
6 Month
2.92%
1 Year
4.89%
3 Year
-
5 Year
-
Since Inception
7.39% p.a.
Growth / Defensive
50%
/ 50%
Investment Objective
To deliver outperformance of the RBA cash rate +2.0% p.a. (after fees) over a rolling 4-year period.
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CFS Sestante Dynamic Portfolios
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CFS Sestante Dynamic Portfolios
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7 years
|
-0.03% |
0.08% |
4.72% |
7.63% |
13.45% |
- |
7.31% |
21/02/22 |
97.5% / 2.5%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
-0.03%
3 Month
0.08%
6 Month
4.72%
1 Year
7.63%
3 Year
13.45%
5 Year
-
Since Inception
7.31% p.a.
Growth / Defensive
97.5%
/ 2.5%
Growth / Defensive
- Growth 97.5%
- Defensive 2.5%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.
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CFS Sestante Dynamic Portfolios
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7 years
|
-0.03% |
0.07% |
4.28% |
6.91% |
12.03% |
- |
6.59% |
21/02/22 |
97.5% / 2.5%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
-0.03%
3 Month
0.07%
6 Month
4.28%
1 Year
6.91%
3 Year
12.03%
5 Year
-
Since Inception
6.59% p.a.
Growth / Defensive
97.5%
/ 2.5%
Growth / Defensive
- Growth 97.5%
- Defensive 2.5%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.
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CFS Sestante Dynamic Portfolios
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7 years
|
0.31% |
0.02% |
4.22% |
7.26% |
12.90% |
- |
7.04% |
21/02/22 |
85% / 15%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.31%
3 Month
0.02%
6 Month
4.22%
1 Year
7.26%
3 Year
12.90%
5 Year
-
Since Inception
7.04% p.a.
Growth / Defensive
85%
/ 15%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.
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CFS Sestante Dynamic Portfolios
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7 years
|
0.26% |
0.01% |
3.84% |
6.57% |
11.53% |
- |
6.33% |
21/02/22 |
85% / 15%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.26%
3 Month
0.01%
6 Month
3.84%
1 Year
6.57%
3 Year
11.53%
5 Year
-
Since Inception
6.33% p.a.
Growth / Defensive
85%
/ 15%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.
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CFS Sestante Dynamic Portfolios
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6 years
|
0.48% |
-0.14% |
3.42% |
5.66% |
10.59% |
- |
5.53% |
21/02/22 |
70% / 30%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.48%
3 Month
-0.14%
6 Month
3.42%
1 Year
5.66%
3 Year
10.59%
5 Year
-
Since Inception
5.53% p.a.
Growth / Defensive
70%
/ 30%
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.
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CFS Sestante Dynamic Portfolios
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6 years
|
0.42% |
-0.13% |
3.08% |
5.07% |
9.45% |
- |
4.95% |
21/02/22 |
70% / 30%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.42%
3 Month
-0.13%
6 Month
3.08%
1 Year
5.07%
3 Year
9.45%
5 Year
-
Since Inception
4.95% p.a.
Growth / Defensive
70%
/ 30%
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.
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CFS Sestante Dynamic Portfolios
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3 years
|
0.54% |
0.22% |
2.40% |
3.61% |
7.26% |
- |
4.12% |
21/02/22 |
30% / 70%
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.54%
3 Month
0.22%
6 Month
2.40%
1 Year
3.61%
3 Year
7.26%
5 Year
-
Since Inception
4.12% p.a.
Growth / Defensive
30%
/ 70%
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.
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CFS Sestante Dynamic Portfolios
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3 years
|
0.48% |
0.18% |
2.08% |
3.11% |
6.41% |
- |
3.63% |
21/02/22 |
30% / 70%
|
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As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.48%
3 Month
0.18%
6 Month
2.08%
1 Year
3.11%
3 Year
6.41%
5 Year
-
Since Inception
3.63% p.a.
Growth / Defensive
30%
/ 70%
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.
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CFS Sestante Dynamic Portfolios
|
5 years
|
0.53% |
-0.16% |
2.90% |
5.00% |
9.54% |
- |
4.96% |
21/02/22 |
50% / 50%
|
|
|
As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.53%
3 Month
-0.16%
6 Month
2.90%
1 Year
5.00%
3 Year
9.54%
5 Year
-
Since Inception
4.96% p.a.
Growth / Defensive
50%
/ 50%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.
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|
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CFS Sestante Dynamic Portfolios
|
5 years
|
0.47% |
-0.16% |
2.59% |
4.45% |
8.54% |
- |
4.46% |
21/02/22 |
50% / 50%
|
|
|
As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.47%
3 Month
-0.16%
6 Month
2.59%
1 Year
4.45%
3 Year
8.54%
5 Year
-
Since Inception
4.46% p.a.
Growth / Defensive
50%
/ 50%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.
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|
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CFS Sestante Dynamic Portfolios
|
4 years
|
0.61% |
0.02% |
2.78% |
4.61% |
8.97% |
- |
4.70% |
21/02/22 |
40% / 60%
|
|
|
As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.61%
3 Month
0.02%
6 Month
2.78%
1 Year
4.61%
3 Year
8.97%
5 Year
-
Since Inception
4.70% p.a.
Growth / Defensive
40%
/ 60%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.
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|
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CFS Sestante Dynamic Portfolios
|
4 years
|
0.54% |
0.00% |
2.46% |
4.06% |
7.95% |
- |
4.17% |
21/02/22 |
40% / 60%
|
|
|
As of date: 31 Oct 2026
Total Returns (Annualised)
1 Month
0.54%
3 Month
0.00%
6 Month
2.46%
1 Year
4.06%
3 Year
7.95%
5 Year
-
Since Inception
4.17% p.a.
Growth / Defensive
40%
/ 60%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.
|