INVESTMENT OBJECTIVE
The investment objective for the Sestante Dynamic Star Conservative Portfolio is to deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-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 stable, regular income from low-volatility assets with some exposure to the share market, are focussed on capital preservation, and are prepared to forego the potential of higher returns for lower volatility and the preservation of capital.