Sestante Dynamic Star Aggressive Portfolio

INVESTMENT OBJECTIVE

The investment objective for the Sestante Dynamic Star Aggressive Portfolio is to deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period. The minimum investment amount is $5,000 and the portfolio is only accessible through the CFS Edge Platform.

MONTHLY REPORTS

2024 November | December

INVESTOR SUITABILITY

Designed for investors who seek a high level of capital growth on their investment; seek a modest level of income; and are willing to accept a high level of short to medium-term capital volatility.

Investment Objective

To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period.

Investment style

Diversified

Stadard risk measure

High risk of short-term loss

Suggested time frame

7 years

Growth / Defensive Split

95% Growth / 5% Defensive