INVESTOR SUITABILITY
Designed for investors who seek stable, regular income from low volatility assets but with some exposure to the share market; and are focussed on capital preservation and are prepared to forego the potential of higher returns for lower volatility and the preservation of capital.
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. This dynamic asset allocation is then implemented using indexed options. Understanding and managing the portfolio’s beta by asset class is 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 70% exposure to income assets (such as cash and fixed interest), and around 30% 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 +1.5% p.a. over a rolling3-year period after fees.
Investment style
ActiveStadard risk measure
MediumSuggested time frame
3 yearsBenchmark
Morningstar Category: Average – Australia.Superannuation Multisector Moderate