Sestante Dynamic Star Balanced Portfolio

INVESTMENT OBJECTIVE

The investment objective for the Sestante Dynamic Star Balanced Portfolio is to deliver outperformance of the RBA cash rate +2.5% 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 diversified portfolio with exposure to growth and defensive assets; seek moderate growth over the investment timeframe with a moderate level of income; and accept a moderate degree of volatility with a relatively higher exposure to growth assets.

Investment Objective

To deliver outperformance of the RBA cash rate +2.5% 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

5 years

Growth / Defensive Split

70% Growth / 30% Defensive