Sestante Dynamic Portfolios
August Flash Report
Sestante Dynamic Asset Allocation July
Sestante Quarterly Report Q2 2025
CFS Quarterly Report Q2 2025
Market Commentary from Portfolio Manager, Andrea Ciaccio, July
Monthly & Quarterly Reports Archive
Investment return figures as at 31 July 2025.
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.
3-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
0.95
3.99
2.65
7.41
7.67
5.88
5.35
07/02/2019
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.
5-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
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.
6-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
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.
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
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.
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Sestante Dynamic Star
The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series.
Investment Objective
To deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-year period.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA cash rate +2.0% p.a. (after fees) over a rolling 4-year period.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA cash rate +3.25% p.a. (after fees) over a rolling 5-year period.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Sestante ESG Focus Dynamic Portfolios
Sestante has partnered with Evergreen Consultants to provide some guidance around sustainable investing using a simple framework that is easy to understand. You’ll be able to understand where your money is invested and how it’s helping the global efforts on environmental sustainability. Download the ESG Focus brochure here.
0.05
2.26
2.62
5.76
6.07
—
6.63
01/06/2022
30% / 70%
Investment Objective
To deliver outperformance of RBA cash rate +2.0% per annum after fees over a rolling 3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
0.04
3.14
2.69
6.98
7.63
—
8.56
01/06/2022
45% / 55%
Investment Objective
To deliver outperformance of the RBA Cash Rate + 2.5% p.a. after fees over a rolling 5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
-0.09
3.97
2.45
7.24
8.75
—
10.04
01/06/2022
70% / 30%
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.5% p.a. after fees over a rolling 6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
-0.06
4.94
2.37
8.32
10.45
—
11.95
01/06/2022
85% / 15%
Investment Objective
To deliver outperformance of the RBA Cash Rate + 4.5% p.a. after fees over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
0.18
5.66
2.00
8.51
11.20
—
12.92
01/06/2022
98% / 2%
Investment Objective
To deliver outperformance of the RBA Cash Rate +5.0% p.a. after fees over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Sestante Index Portfolios
Investment Objective
Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
1.31
5.00
4.20
9.17
7.57
5.48
5.46
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 (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
CFS Sestante Dynamic Portfolios
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees.
Estimated Total Cost (before transaction & platform costs)
View here: https://tinyurl.com/yc2mk7mr