Sestante Invest

 

  • Choose between six investment portfolios
  • ESG options available
  • Professionally managed diversified portfolios
  • Open an account in 5 minutes
  • Download the app and track your portfolio on the go

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Introducing the new Sestante Invest digital managed portfolio solution

Sestante Invest provides you access to six dynamic multi-manager portfolios
from a starting balance of $25,000

Start investing with your new professionally managed portfolio

Helping you to navigate the investment landscape

Choose from six investment options

Minimum $25,000 investment

Simple account opening process and easy to navigate

How does it work?

It’s easy as 1,2,3…

How it work - 1

Select your preferred portfolio

How it work - 2

Open your investment account

Let us manage your investments

PORTFOLIOS

Please select a portfolio below to view information

Investment Objective
Target RBA cash rate +2.0% per annum over rolling 5-year periods after fees. The Sestante Dynamic Conservative Portfolio is a multi-asset managed account that blends actively managed strategies with passive strategies to create a portfolio that is well diversified and cost efficient.
Who is it suitable for?
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.
Asset Class: Diversified
30% Growth / 70% Defensive
Suggested Time Frame
Minimum 5 years
Standard Risk Measure
Medium
Investment Objective
Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. The Sestante Dynamic Balanced Portfolio is a multi-asset managed account that blends actively managed strategies with passive strategies to create a portfolio that is well diversified and cost efficient.
Who is it suitable for?
Designed for investors who seek a diversified portfolio with exposure to growth and defensive assets, seeking 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.
Asset Class: Diversified
30% Growth / 70% Defensive
Suggested Time Frame
Minimum 5 years
Standard Risk Measure
Medium
Investment Objective
Target RBA cash rate +5.0% per annum over rolling 5-year periods after fees. The Sestante Dynamic Aggressive Portfolio is a multi-asset managed account that blends actively managed strategies with passive strategies to create a portfolio that is well diversified and cost efficient.
Who is it suitable for?
Designed for investors who seek a relatively high level of capital growth on their investment, a modest level of income, and are willing to accept a high level of short to medium term capital
volatility.
Asset Class: Diversified
98% Growth / 2% Defensive
Suggested Time Frame
Minimum 5 years
Standard Risk Measure
Very high
Investment Objective
To deliver outperformance of the RBA Cash Rate + 2.0% p.a. after fees over a rolling 3-year period. Suitable for ESG-conscious investors with a multi-asset managed account that blends actively managed strategies with passive strategies to create a portfolio that is well diversified and cost efficient.
Who is it suitable for?
This portfolio may suit ESG-aware investors seeking stable, regular income from low volatility assets but with some exposure to the share market, are focused on capital preservation and are prepared to forego the potential of higher returns for lower volatility and the preservation of capital.
Asset Class: Diversified
30% Growth / 70% Defensive
Suggested Time Frame
3 years
Standard Risk Measure
Medium
Investment Objective
To deliver outperformance of the RBA Cash Rate + 3.5% p.a. after fees over a rolling 6-year period.
Who is it suitable for?
This portfolio may suit ESG aware investors seeking a diversified portfolio with exposure to growth and defensive assets, seeking moderate growth over the investment timeframe with a moderate level of income and accept a moderate degree of volatility with relatively high exposure to growth assets.
ASSET CLASS: DIVERSIFIED
70% Growth / 30% Defensive
Suggested Time Frame
6 years
Standard Risk Measure
Medium
Investment Objective
To deliver outperformance of the RBA Cash Rate + 5.0% p.a. after fees over a rolling 7-year period.
Who is it suitable for?
This portfolio may suit ESG aware investors seeking a high level of capital growth on their investment, seeking a modest level of income and are willing to accept a high level of short to medium term capital volatility.
Asset Class: Diversified
98% Growth / 2% Defensive
Suggested Time Frame
7 years
Standard Risk Measure
Very high

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Sestante Invest is distributed by AZ Sestante Ltd, ACN 106888662, AFSL 284442; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This landing page provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.