Sestante Dynamic Portfolios
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Sestante Dynamic Portfolios
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7 years
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0.49% |
0.47% |
4.91% |
4.80% |
13.50% |
6.80% |
9.57% |
08/08/20 |
98% / 2%
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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%
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.
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Sestante Dynamic Portfolios
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7 years
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0.81% |
0.39% |
4.61% |
4.74% |
12.74% |
6.42% |
8.01% |
07/02/19 |
85% / 15%
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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%
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.
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Sestante Dynamic Portfolios
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6 years
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0.86% |
0.19% |
3.84% |
4.01% |
10.88% |
5.42% |
6.50% |
07/02/19 |
70% / 30%
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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%
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.
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Sestante Dynamic Portfolios
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3 years
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0.86% |
0.50% |
2.69% |
3.22% |
7.07% |
4.02% |
3.96% |
07/02/19 |
30% / 70%
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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%
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.
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Sestante Dynamic Portfolios
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5 years
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1.05% |
0.45% |
3.32% |
3.74% |
9.05% |
4.71% |
5.30% |
07/02/19 |
45% / 55%
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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%
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.
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Sestante Dynamic Star
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Sestante Dynamic Star
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7 years
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-0.08% |
0.17% |
4.84% |
7.61% |
- |
- |
9.22% |
01/11/24 |
95% / 5%
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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%
Investment Objective
To deliver outperformance of the RBA cash rate +4.00% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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6 years
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0.22% |
0.10% |
4.31% |
7.43% |
- |
- |
9.38% |
01/11/24 |
80% / 20%
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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%
Investment Objective
To deliver outperformance of the RBA cash rate +3.25% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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5 years
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0.41% |
-0.06% |
3.55% |
5.87% |
- |
- |
7.83% |
01/11/24 |
70% / 30%
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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%
Investment Objective
To deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period.
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Sestante Dynamic Star
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3 years
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0.54% |
0.28% |
2.57% |
3.87% |
- |
- |
5.95% |
01/11/24 |
30% / 70%
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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%
Investment Objective
To deliver outperformance of the RBA cash rate +1.5% p.a. (after fees) over a rolling 3-year period.
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Sestante Dynamic Star
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4 years
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0.56% |
0.10% |
2.92% |
4.89% |
- |
- |
7.39% |
01/11/24 |
50% / 50%
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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%
Investment Objective
To deliver outperformance of the RBA cash rate +2.0% p.a. (after fees) over a rolling 4-year period.
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