Sestante Dynamic Portfolios
November Flash Report
Sestante Dynamic Asset Allocation October
Quarterly Peer Group Returns as of September
Market Commentary from Portfolio Manager, Andrea Ciaccio, October
Monthly & Quarterly Reports Archive
Investment return figures as at 30 November 2023.
Investment Objective
3-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS011): 0.457% p.a
Mac Wrap (SMAAZ03S): 0.463% p.a
Netwealth (MAC000399): 0.4481% p.a
BT Pano (DAM1767AU): 0.4575% p.a
Investment Objective
5-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS012): 0.516% p.a
Mac Wrap (SMAAZ05S): 0.610% p.a
Netwealth (MAC000400): 0.506% p.a
Investment Objective
6-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS013): 0.582% p.a
Mac Wrap (SMAAZ02S): 0.644% p.a
Netwealth (MAC000401): 0.5704% p.a
BT Pano (DAM5010AU): 0.5451% p.a
Investment Objective
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS014): 0.593% p.a
Mac Wrap (SMAAZ04S): 0.642% p.a
Netwealth (MAC000402): 0.5772% p.a
BT Pano (DAM1260AU): 0.5372% p.a
Investment Objective
7-year rolling period after fees.
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS019): 0.622% p.a
Mac Wrap (SMAAZ01S): 0.720% p.a
Netwealth (MAC000403): 0.6059% p.a
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.
The investment return figures below are as at 30 November 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS021): 0.5549% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS022): 0.6869% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS023): 0.7963% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS024): 0.8150% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS025): 0.8930% p.a
Index Portfolios
Investment return figures as at 30 November 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS015): 0.302% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS016): 0.314% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS017): 0.339% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS018): 0.324% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
HUB24 (AZS020): 0.318% p.a
CFS Sestante Dynamic Portfolios
CFS Managed Account Fact Sheet | CFS Dynamic SOA guidance template
Investment return figures as at 30 November 2023.
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.76% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.89% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.89% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.95% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.95% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 0.99% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 0.98% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.04% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.03% p.a
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Super: 1.11%
Investment Objective
Estimated Total Cost (before transaction & platform costs)
Pension: 1.11%