Investment Options - AZ Sestante

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Portfolio Name	1 Mth	3 Mth	6 Mth	1 Yr	3 Yr	5 Yr	Since Inception	Inception Date	Growth/ Defensive	Monthly Report
Sestante Dynamic Portfolios October Flash Report Sestante Dynamic Asset Allocation August Sestante Quarterly Report Q3 2026 CFS Quarterly Report Q3 2026 Latest CIO Commentary Monthly & Quarterly Reports Archive >
Sestante Dynamic Aggressive Portfolio	Sestante Dynamic Portfolios	7 years	0.49%	0.47%	4.91%	4.80%	13.50%	6.80%	9.57%	08/08/20	98% / 2%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.49% 3 Month 0.47% 6 Month 4.91% 1 Year 4.80% 3 Year 13.50% 5 Year 6.80% Since Inception 9.57% p.a. Growth / Defensive 98% / 2% Growth / Defensive Growth 98% Defensive 2% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 5.0% p.a. over a 7-year rolling period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Assertive Portfolio	Sestante Dynamic Portfolios	7 years	0.81%	0.39%	4.61%	4.74%	12.74%	6.42%	8.01%	07/02/19	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.81% 3 Month 0.39% 6 Month 4.61% 1 Year 4.74% 3 Year 12.74% 5 Year 6.42% Since Inception 8.01% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 4.5% p.a. over a 7-year rolling period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Balanced Portfolio	Sestante Dynamic Portfolios	6 years	0.86%	0.19%	3.84%	4.01%	10.88%	5.42%	6.50%	07/02/19	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.86% 3 Month 0.19% 6 Month 3.84% 1 Year 4.01% 3 Year 10.88% 5 Year 5.42% Since Inception 6.50% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 3.5% p.a. over a 6-year rolling period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Conservative Portfolio	Sestante Dynamic Portfolios	3 years	0.86%	0.50%	2.69%	3.22%	7.07%	4.02%	3.96%	07/02/19	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.86% 3 Month 0.50% 6 Month 2.69% 1 Year 3.22% 3 Year 7.07% 5 Year 4.02% Since Inception 3.96% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a 3-year rolling period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Moderately Conservative Portfolio	Sestante Dynamic Portfolios	5 years	1.05%	0.45%	3.32%	3.74%	9.05%	4.71%	5.30%	07/02/19	45% / 55%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 1.05% 3 Month 0.45% 6 Month 3.32% 1 Year 3.74% 3 Year 9.05% 5 Year 4.71% Since Inception 5.30% p.a. Growth / Defensive 45% / 55% Growth / Defensive Growth 45% Defensive 55% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a 5-year rolling period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Index Portfolios
Sestante Aggressive Index Portfolio	Sestante Index Portfolios	7 years	-0.04%	-0.03%	5.42%	6.70%	15.97%	8.68%	10.78%	08/08/20	98% / 2%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month -0.04% 3 Month -0.03% 6 Month 5.42% 1 Year 6.70% 3 Year 15.97% 5 Year 8.68% Since Inception 10.78% p.a. Growth / Defensive 98% / 2% Growth / Defensive Growth 98% Defensive 2% Investment Objective Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Assertive Index Portfolio	Sestante Index Portfolios	7 years	0.37%	0.02%	5.15%	6.63%	14.98%	8.07%	8.88%	07/02/19	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.37% 3 Month 0.02% 6 Month 5.15% 1 Year 6.63% 3 Year 14.98% 5 Year 8.07% Since Inception 8.88% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Balanced Index Portfolio	Sestante Index Portfolios	6 years	0.58%	-0.05%	4.25%	5.25%	12.41%	6.27%	6.88%	07/02/19	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.58% 3 Month -0.05% 6 Month 4.25% 1 Year 5.25% 3 Year 12.41% 5 Year 6.27% Since Inception 6.88% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Conservative Index Portfolio	Sestante Index Portfolios	3 years	0.76%	0.44%	2.87%	3.56%	7.69%	3.78%	3.81%	07/02/19	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.76% 3 Month 0.44% 6 Month 2.87% 1 Year 3.56% 3 Year 7.69% 5 Year 3.78% Since Inception 3.81% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Moderately Conservative Index Portfolio	Sestante Index Portfolios	5 years	0.84%	0.25%	3.58%	4.41%	10.15%	5.02%	5.57%	07/02/19	45% / 55%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.84% 3 Month 0.25% 6 Month 3.58% 1 Year 4.41% 3 Year 10.15% 5 Year 5.02% Since Inception 5.57% p.a. Growth / Defensive 45% / 55% Growth / Defensive Growth 45% Defensive 55% Investment Objective Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Star The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series. CFS Edge Accelerate Series
Sestante Dynamic Star Aggressive Portfolio	Sestante Dynamic Star	7 years	-0.08%	0.17%	4.84%	7.61%	-	-	9.22%	01/11/24	95% / 5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month -0.08% 3 Month 0.17% 6 Month 4.84% 1 Year 7.61% 3 Year - 5 Year - Since Inception 9.22% p.a. Growth / Defensive 95% / 5% Growth / Defensive Growth 95% Defensive 5% Investment Objective To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Star Assertive Portfolio	Sestante Dynamic Star	6 years	0.22%	0.10%	4.31%	7.43%	-	-	9.38%	01/11/24	80% / 20%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.22% 3 Month 0.10% 6 Month 4.31% 1 Year 7.43% 3 Year - 5 Year - Since Inception 9.38% p.a. Growth / Defensive 80% / 20% Growth / Defensive Growth 80% Defensive 20% Investment Objective To deliver outperformance of the RBA cash rate +3.25% p.a. (after fees) over a rolling 5-year period. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Star Balanced Portfolio	Sestante Dynamic Star	5 years	0.41%	-0.06%	3.55%	5.87%	-	-	7.83%	01/11/24	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.41% 3 Month -0.06% 6 Month 3.55% 1 Year 5.87% 3 Year - 5 Year - Since Inception 7.83% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Star Conservative Portfolio	Sestante Dynamic Star	3 years	0.54%	0.28%	2.57%	3.87%	-	-	5.95%	01/11/24	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.54% 3 Month 0.28% 6 Month 2.57% 1 Year 3.87% 3 Year - 5 Year - Since Inception 5.95% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-year period. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Sestante Dynamic Star Moderate Portfolio	Sestante Dynamic Star	4 years	0.56%	0.10%	2.92%	4.89%	-	-	7.39%	01/11/24	50% / 50%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.56% 3 Month 0.10% 6 Month 2.92% 1 Year 4.89% 3 Year - 5 Year - Since Inception 7.39% p.a. Growth / Defensive 50% / 50% Growth / Defensive Growth 50% Defensive 50% Investment Objective To deliver outperformance of the RBA cash rate +2.0% p.a. (after fees) over a rolling 4-year period. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Portfolios CFS Managed Account Fact Sheet CFS Dynamic SOA guidance template CFS Dynamic SOA
CFS Sestante Dynamic Aggressive - Pension	CFS Sestante Dynamic Portfolios	7 years	-0.03%	0.08%	4.72%	7.63%	13.45%	-	7.31%	21/02/22	97.5% / 2.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month -0.03% 3 Month 0.08% 6 Month 4.72% 1 Year 7.63% 3 Year 13.45% 5 Year - Since Inception 7.31% p.a. Growth / Defensive 97.5% / 2.5% Growth / Defensive Growth 97.5% Defensive 2.5% Investment Objective To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Aggressive - Super	CFS Sestante Dynamic Portfolios	7 years	-0.03%	0.07%	4.28%	6.91%	12.03%	-	6.59%	21/02/22	97.5% / 2.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month -0.03% 3 Month 0.07% 6 Month 4.28% 1 Year 6.91% 3 Year 12.03% 5 Year - Since Inception 6.59% p.a. Growth / Defensive 97.5% / 2.5% Growth / Defensive Growth 97.5% Defensive 2.5% Investment Objective To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Assertive - Pension	CFS Sestante Dynamic Portfolios	7 years	0.31%	0.02%	4.22%	7.26%	12.90%	-	7.04%	21/02/22	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.31% 3 Month 0.02% 6 Month 4.22% 1 Year 7.26% 3 Year 12.90% 5 Year - Since Inception 7.04% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Assertive - Super	CFS Sestante Dynamic Portfolios	7 years	0.26%	0.01%	3.84%	6.57%	11.53%	-	6.33%	21/02/22	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.26% 3 Month 0.01% 6 Month 3.84% 1 Year 6.57% 3 Year 11.53% 5 Year - Since Inception 6.33% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Balanced - Pension	CFS Sestante Dynamic Portfolios	6 years	0.48%	-0.14%	3.42%	5.66%	10.59%	-	5.53%	21/02/22	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.48% 3 Month -0.14% 6 Month 3.42% 1 Year 5.66% 3 Year 10.59% 5 Year - Since Inception 5.53% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Balanced - Super	CFS Sestante Dynamic Portfolios	6 years	0.42%	-0.13%	3.08%	5.07%	9.45%	-	4.95%	21/02/22	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.42% 3 Month -0.13% 6 Month 3.08% 1 Year 5.07% 3 Year 9.45% 5 Year - Since Inception 4.95% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Conservative - Pension	CFS Sestante Dynamic Portfolios	3 years	0.54%	0.22%	2.40%	3.61%	7.26%	-	4.12%	21/02/22	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.54% 3 Month 0.22% 6 Month 2.40% 1 Year 3.61% 3 Year 7.26% 5 Year - Since Inception 4.12% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Conservative - Super	CFS Sestante Dynamic Portfolios	3 years	0.48%	0.18%	2.08%	3.11%	6.41%	-	3.63%	21/02/22	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.48% 3 Month 0.18% 6 Month 2.08% 1 Year 3.11% 3 Year 6.41% 5 Year - Since Inception 3.63% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Diversified - Pension	CFS Sestante Dynamic Portfolios	5 years	0.53%	-0.16%	2.90%	5.00%	9.54%	-	4.96%	21/02/22	50% / 50%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.53% 3 Month -0.16% 6 Month 2.90% 1 Year 5.00% 3 Year 9.54% 5 Year - Since Inception 4.96% p.a. Growth / Defensive 50% / 50% Growth / Defensive Growth 50% Defensive 50% Investment Objective To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Diversified - Super	CFS Sestante Dynamic Portfolios	5 years	0.47%	-0.16%	2.59%	4.45%	8.54%	-	4.46%	21/02/22	50% / 50%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.47% 3 Month -0.16% 6 Month 2.59% 1 Year 4.45% 3 Year 8.54% 5 Year - Since Inception 4.46% p.a. Growth / Defensive 50% / 50% Growth / Defensive Growth 50% Defensive 50% Investment Objective To deliver outperformance of the RBA Cash Rate +2.5% p.a. after fees over a rolling 5-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Moderate - Pension	CFS Sestante Dynamic Portfolios	4 years	0.61%	0.02%	2.78%	4.61%	8.97%	-	4.70%	21/02/22	40% / 60%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.61% 3 Month 0.02% 6 Month 2.78% 1 Year 4.61% 3 Year 8.97% 5 Year - Since Inception 4.70% p.a. Growth / Defensive 40% / 60% Growth / Defensive Growth 40% Defensive 60% Investment Objective To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS Sestante Dynamic Moderate - Super	CFS Sestante Dynamic Portfolios	4 years	0.54%	0.00%	2.46%	4.06%	7.95%	-	4.17%	21/02/22	40% / 60%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.54% 3 Month 0.00% 6 Month 2.46% 1 Year 4.06% 3 Year 7.95% 5 Year - Since Inception 4.17% p.a. Growth / Defensive 40% / 60% Growth / Defensive Growth 40% Defensive 60% Investment Objective To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index AZ Sestante Index Portfolios on CFS FirstChoice. CFS Index SOA guidance template
CFS AZ Sestante Index Aggressive - Pension	CFS AZ Sestante Index	7 years	0.10%	-0.26%	4.57%	6.52%	15.93%	-	13.23%	01/03/23	97.5% / 2.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.10% 3 Month -0.26% 6 Month 4.57% 1 Year 6.52% 3 Year 15.93% 5 Year - Since Inception 13.23% p.a. Growth / Defensive 97.5% / 2.5% Growth / Defensive Growth 97.5% Defensive 2.5% Investment Objective To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Aggressive - Super	CFS AZ Sestante Index	7 years	0.10%	-0.21%	4.18%	6.02%	14.31%	-	11.91%	01/03/23	97.5% / 2.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.10% 3 Month -0.21% 6 Month 4.18% 1 Year 6.02% 3 Year 14.31% 5 Year - Since Inception 11.91% p.a. Growth / Defensive 97.5% / 2.5% Growth / Defensive Growth 97.5% Defensive 2.5% Investment Objective To deliver outperformance of the RBA Cash Rate +4.5% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Assertive - Pension	CFS AZ Sestante Index	7 years	0.52%	-0.19%	4.29%	6.38%	14.88%	-	12.21%	01/03/23	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.52% 3 Month -0.19% 6 Month 4.29% 1 Year 6.38% 3 Year 14.88% 5 Year - Since Inception 12.21% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Assertive - Super	CFS AZ Sestante Index	7 years	0.47%	-0.15%	3.92%	5.87%	13.35%	-	10.98%	01/03/23	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.47% 3 Month -0.15% 6 Month 3.92% 1 Year 5.87% 3 Year 13.35% 5 Year - Since Inception 10.98% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling 7-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Balanced - Pension	CFS AZ Sestante Index	6 years	0.71%	-0.21%	3.55%	5.03%	12.30%	-	9.94%	01/03/23	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.71% 3 Month -0.21% 6 Month 3.55% 1 Year 5.03% 3 Year 12.30% 5 Year - Since Inception 9.94% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Balanced - Super	CFS AZ Sestante Index	6 years	0.65%	-0.18%	3.21%	4.60%	11.03%	-	8.93%	01/03/23	70% / 30%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.65% 3 Month -0.18% 6 Month 3.21% 1 Year 4.60% 3 Year 11.03% 5 Year - Since Inception 8.93% p.a. Growth / Defensive 70% / 30% Growth / Defensive Growth 70% Defensive 30% Investment Objective To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Conservative - Pension	CFS AZ Sestante Index	3 years	0.76%	0.33%	2.57%	3.44%	7.87%	-	6.47%	01/03/23	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.76% 3 Month 0.33% 6 Month 2.57% 1 Year 3.44% 3 Year 7.87% 5 Year - Since Inception 6.47% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Conservative - Super	CFS AZ Sestante Index	3 years	0.68%	0.29%	2.25%	3.03%	6.97%	-	5.75%	01/03/23	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.68% 3 Month 0.29% 6 Month 2.25% 1 Year 3.03% 3 Year 6.97% 5 Year - Since Inception 5.75% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling 3-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Diversified - Pension	CFS AZ Sestante Index	3 years	0.82%	-0.08%	3.21%	4.60%	11.11%	-	8.72%	01/03/23	50% / 50%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.82% 3 Month -0.08% 6 Month 3.21% 1 Year 4.60% 3 Year 11.11% 5 Year - Since Inception 8.72% p.a. Growth / Defensive 50% / 50% Growth / Defensive Growth 50% Defensive 50% Investment Objective To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling 5-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Diversified - Super	CFS AZ Sestante Index	3 years	0.74%	-0.06%	2.89%	4.18%	9.93%	-	7.87%	01/03/23	50% / 50%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.74% 3 Month -0.06% 6 Month 2.89% 1 Year 4.18% 3 Year 9.93% 5 Year - Since Inception 7.87% p.a. Growth / Defensive 50% / 50% Growth / Defensive Growth 50% Defensive 50% Investment Objective To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling 5-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Moderate - Pension	CFS AZ Sestante Index	4 years	0.91%	0.12%	3.08%	4.22%	10.07%	-	8.22%	01/03/23	40% / 60%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.91% 3 Month 0.12% 6 Month 3.08% 1 Year 4.22% 3 Year 10.07% 5 Year - Since Inception 8.22% p.a. Growth / Defensive 40% / 60% Growth / Defensive Growth 40% Defensive 60% Investment Objective To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Index Moderate - Super	CFS AZ Sestante Index	4 years	0.82%	0.11%	2.76%	3.80%	9.00%	-	7.36%	01/03/23	40% / 60%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.82% 3 Month 0.11% 6 Month 2.76% 1 Year 3.80% 3 Year 9.00% 5 Year - Since Inception 7.36% p.a. Growth / Defensive 40% / 60% Growth / Defensive Growth 40% Defensive 60% Investment Objective To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling 4-year period after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Funds
CFS AZ Sestante Wholesale Conservative Fund - Investment	CFS AZ Sestante Wholesale Funds	5 years	0.60%	0.27%	2.51%	3.58%	7.17%	3.67%	4.02%	05/12/16	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.60% 3 Month 0.27% 6 Month 2.51% 1 Year 3.58% 3 Year 7.17% 5 Year 3.67% Since Inception 4.02% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Conservative Fund - Pension	CFS AZ Sestante Wholesale Funds	5 years	0.63%	0.30%	2.53%	3.62%	7.22%	3.76%	4.03%	05/12/16	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.63% 3 Month 0.30% 6 Month 2.53% 1 Year 3.62% 3 Year 7.22% 5 Year 3.76% Since Inception 4.03% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Conservative Fund - Super	CFS AZ Sestante Wholesale Funds	5 years	0.55%	0.26%	2.22%	3.24%	6.36%	3.30%	3.57%	05/12/16	30% / 70%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.55% 3 Month 0.26% 6 Month 2.22% 1 Year 3.24% 3 Year 6.36% 5 Year 3.30% Since Inception 3.57% p.a. Growth / Defensive 30% / 70% Growth / Defensive Growth 30% Defensive 70% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Diversified Fund - Investment	CFS AZ Sestante Wholesale Funds	5 years	0.63%	-0.09%	3.11%	4.96%	9.12%	4.40%	5.06%	05/12/16	55% / 45%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.63% 3 Month -0.09% 6 Month 3.11% 1 Year 4.96% 3 Year 9.12% 5 Year 4.40% Since Inception 5.06% p.a. Growth / Defensive 55% / 45% Growth / Defensive Growth 55% Defensive 45% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Diversified Fund - Pension	CFS AZ Sestante Wholesale Funds	5 years	0.72%	-0.01%	3.19%	5.11%	9.29%	4.59%	5.13%	05/12/16	55% / 45%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.72% 3 Month -0.01% 6 Month 3.19% 1 Year 5.11% 3 Year 9.29% 5 Year 4.59% Since Inception 5.13% p.a. Growth / Defensive 55% / 45% Growth / Defensive Growth 55% Defensive 45% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Diversified Fund - Super	CFS AZ Sestante Wholesale Funds	5 years	0.62%	-0.03%	2.86%	4.63%	8.28%	4.09%	4.58%	05/12/16	55% / 45%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.62% 3 Month -0.03% 6 Month 2.86% 1 Year 4.63% 3 Year 8.28% 5 Year 4.09% Since Inception 4.58% p.a. Growth / Defensive 55% / 45% Growth / Defensive Growth 55% Defensive 45% Investment Objective Target RBA cash rate +3.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Growth Fund - Investment	CFS AZ Sestante Wholesale Funds	5 years	0.39%	-0.03%	4.15%	6.78%	12.08%	5.83%	6.73%	05/12/16	80% / 20%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.39% 3 Month -0.03% 6 Month 4.15% 1 Year 6.78% 3 Year 12.08% 5 Year 5.83% Since Inception 6.73% p.a. Growth / Defensive 80% / 20% Growth / Defensive Growth 80% Defensive 20% Investment Objective Target RBA cash rate +4.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Growth Fund - Pension	CFS AZ Sestante Wholesale Funds	5 years	0.53%	0.11%	4.29%	7.06%	12.41%	6.19%	6.80%	05/12/16	80% / 20%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.53% 3 Month 0.11% 6 Month 4.29% 1 Year 7.06% 3 Year 12.41% 5 Year 6.19% Since Inception 6.80% p.a. Growth / Defensive 80% / 20% Growth / Defensive Growth 80% Defensive 20% Investment Objective Target RBA cash rate +4.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
CFS AZ Sestante Wholesale Growth Fund - Super	CFS AZ Sestante Wholesale Funds	5 years	0.46%	0.09%	3.91%	6.44%	11.15%	5.59%	6.19%	05/12/16	80% / 20%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.46% 3 Month 0.09% 6 Month 3.91% 1 Year 6.44% 3 Year 11.15% 5 Year 5.59% Since Inception 6.19% p.a. Growth / Defensive 80% / 20% Growth / Defensive Growth 80% Defensive 20% Investment Objective Target RBA cash rate +4.5% per annum over rolling 5-year periods after fees. Estimated Total Cost Click here to view estimated cost Portfolio Details View estimated total cost
Northstar Portfolios
Northstar Moderately Conservative Managed Portfolio	Northstar Portfolios	5 years	1.10%	0.15%	3.37%	3.69%	8.93%	4.89%	5.38%	03/07/17	45% / 55%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 1.10% 3 Month 0.15% 6 Month 3.37% 1 Year 3.69% 3 Year 8.93% 5 Year 4.89% Since Inception 5.38% p.a. Growth / Defensive 45% / 55% Growth / Defensive Growth 45% Defensive 55% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a 5-year rolling period after fees. Estimated Total Cost Portfolio Details
Northstar Balanced Managed Portfolio	Northstar Portfolios	6 years	0.95%	-0.26%	3.96%	3.98%	10.64%	5.62%	6.44%	01/07/17	67.5% / 32.5%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.95% 3 Month -0.26% 6 Month 3.96% 1 Year 3.98% 3 Year 10.64% 5 Year 5.62% Since Inception 6.44% p.a. Growth / Defensive 67.5% / 32.5% Growth / Defensive Growth 67.5% Defensive 32.5% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 2.5% p.a. over a 6-year rolling period after fees. Estimated Total Cost Portfolio Details
Northstar Assertive Managed Portfolio	Northstar Portfolios	7 years	0.92%	-0.24%	4.76%	4.64%	12.21%	6.70%	7.83%	01/07/17	85% / 15%	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month 0.92% 3 Month -0.24% 6 Month 4.76% 1 Year 4.64% 3 Year 12.21% 5 Year 6.70% Since Inception 7.83% p.a. Growth / Defensive 85% / 15% Growth / Defensive Growth 85% Defensive 15% Investment Objective To deliver an investment return in excess of RBA Cash Rate plus 3.0% p.a. over a 7-year rolling period after fees. Estimated Total Cost Portfolio Details
Azimut Global SMA Download the Global SMA brochure
Azimut Investments High Conviction Global Equities SMA	Azimut Global SMA	5 years	-4.29%	-1.5%	3.29%	-1.87%	14.79%	-	10.56%	22/01/21	na / na	PDF
As of date: 31 Oct 2026 Total Returns (Annualised) 1 Month -4.29% 3 Month -1.5% 6 Month 3.29% 1 Year -1.87% 3 Year 14.79% 5 Year - Since Inception 10.56% p.a. Growth / Defensive na / na Investment Objective The portfolio aims to achieve a return of 2% p.a. in excess of the MSCI World Ex Australia Index, over the medium to long term (before fees). Estimated Total Cost HUB24 (AZS007): 0.7175% p.a before transaction costs and platform fees Mason Stevens: 0.635% p.a. before transaction costs and platform fees Portfolio Details

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Sestante Dynamic Portfolios

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Sestante Index Portfolios

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Sestante Dynamic Star

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