Sestante Index Portfolios
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Sestante Index Portfolios
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7 years
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-0.04% |
-0.03% |
5.42% |
6.70% |
15.97% |
8.68% |
10.78% |
08/08/20 |
98% / 2%
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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%
Investment Objective
Target RBA cash rate +4.5% per annum over a rolling 7-year period after fees.
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Sestante Index Portfolios
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7 years
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0.37% |
0.02% |
5.15% |
6.63% |
14.98% |
8.07% |
8.88% |
07/02/19 |
85% / 15%
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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%
Investment Objective
Target RBA cash rate +3.0% per annum over a rolling 7-year period after fees.
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Sestante Index Portfolios
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6 years
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0.58% |
-0.05% |
4.25% |
5.25% |
12.41% |
6.27% |
6.88% |
07/02/19 |
70% / 30%
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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%
Investment Objective
Target RBA cash rate +2.5% per annum over a rolling 6-year period after fees.
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Sestante Index Portfolios
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3 years
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0.76% |
0.44% |
2.87% |
3.56% |
7.69% |
3.78% |
3.81% |
07/02/19 |
30% / 70%
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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%
Investment Objective
Target RBA cash rate +1.5% per annum over a rolling 3-year period after fees.
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Sestante Index Portfolios
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5 years
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0.84% |
0.25% |
3.58% |
4.41% |
10.15% |
5.02% |
5.57% |
07/02/19 |
45% / 55%
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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%
Investment Objective
Target RBA cash rate +2.0% per annum over a rolling 5-year period after fees.
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CFS AZ Sestante Index
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CFS AZ Sestante Index
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7 years
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0.10% |
-0.26% |
4.57% |
6.52% |
15.93% |
- |
13.23% |
01/03/23 |
97.5% / 2.5%
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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.
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CFS AZ Sestante Index
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7 years
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0.10% |
-0.21% |
4.18% |
6.02% |
14.31% |
- |
11.91% |
01/03/23 |
97.5% / 2.5%
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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.
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CFS AZ Sestante Index
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7 years
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0.52% |
-0.19% |
4.29% |
6.38% |
14.88% |
- |
12.21% |
01/03/23 |
85% / 15%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.
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CFS AZ Sestante Index
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7 years
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0.47% |
-0.15% |
3.92% |
5.87% |
13.35% |
- |
10.98% |
01/03/23 |
85% / 15%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +4.0% p.a. over a rolling
7-year period after fees.
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CFS AZ Sestante Index
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6 years
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0.71% |
-0.21% |
3.55% |
5.03% |
12.30% |
- |
9.94% |
01/03/23 |
70% / 30%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.
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CFS AZ Sestante Index
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6 years
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0.65% |
-0.18% |
3.21% |
4.60% |
11.03% |
- |
8.93% |
01/03/23 |
70% / 30%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling
6-year period after fees.
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CFS AZ Sestante Index
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3 years
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0.76% |
0.33% |
2.57% |
3.44% |
7.87% |
- |
6.47% |
01/03/23 |
30% / 70%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.
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CFS AZ Sestante Index
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3 years
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0.68% |
0.29% |
2.25% |
3.03% |
6.97% |
- |
5.75% |
01/03/23 |
30% / 70%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +1.5% p.a. over a rolling
3-year period after fees.
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CFS AZ Sestante Index
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3 years
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0.82% |
-0.08% |
3.21% |
4.60% |
11.11% |
- |
8.72% |
01/03/23 |
50% / 50%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.
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CFS AZ Sestante Index
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3 years
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0.74% |
-0.06% |
2.89% |
4.18% |
9.93% |
- |
7.87% |
01/03/23 |
50% / 50%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.5% p.a. over a rolling
5-year period after fees.
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CFS AZ Sestante Index
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4 years
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0.91% |
0.12% |
3.08% |
4.22% |
10.07% |
- |
8.22% |
01/03/23 |
40% / 60%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.
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CFS AZ Sestante Index
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4 years
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0.82% |
0.11% |
2.76% |
3.80% |
9.00% |
- |
7.36% |
01/03/23 |
40% / 60%
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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%
Investment Objective
To deliver outperformance of the RBA Cash Rate +2.0% p.a. over a rolling
4-year period after fees.
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