CFS Sestante Dynamic Moderate – Super

INVESTOR SUITABILITY

Designed for investors who seek a diversified portfolio with exposure to growth and defensive assets, seeking moderate growth over the investment timeframe with a moderate level of income, and accept a moderate degree of volatility with relatively higher exposure to growth assets.

MONTHLY REPORTS

2024  January | February | March | April | May | June | July | August  | September | October | November | December
2023  June| July | August | September | October | November | December

INVESTMENT PHILOSOPHY

AZ Sestante portfolios are designed to meet specific risk and return objectives in line with client needs and aim to use proven portfolio construction capabilities and high-quality investment managers to ensure consistently favourable investment outcomes for clients. Underlying this philosophy is the belief that an efficiently constructed Strategic Asset Allocation combined with active medium-term Dynamic Asset Allocation has been proven to add value over the long term. The ability to provide access to best-of-breed specialist investment managers at a reasonable cost can add value over and above the index in certain sub-sectors. However, understanding and managing the portfolio’s beta by asset class is also critical in the construction of a successful fund of fund product and can generate cost efficient outcomes.

INVESTMENT STRATEGY & APPROACH

The portfolio aims to use AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 60% exposure to income assets (such as cash and fixed interest), and around 40% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns.

Investment Objective

To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees.

Investment style

Active

Stadard risk measure

Medium – High

Suggested time frame

4 years

Benchmark

Morningstar Category: Average – Australia.
Superannuation Multisector Balanced

Growth / Defensive Split

40% Growth / 60% Defensive