Sestante Dynamic Star Assertive Portfolio

INVESTMENT OBJECTIVE

The investment objective for the Sestante Dynamic Star Assertive Portfolio is to deliver outperformance of the RBA cash rate +3.25% 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 relatively 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 +3.25% 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

6 years

Growth / Defensive Split

80% Growth / 20% Defensive