INVESTOR SUITABILITY
Designed for investors who seek a relatively high level of capital growth on their investment; seek a modest level of income; and are willing to accept a high level of short to medium-term capital volatility.
MONTHLY REPORTS
January | February | March | April | May | June | July | August | September | October | November | December
INVESTMENT PHILOSOPHY
AZ Sestante portfolios are designed to meet specific risk and return objectives in line with client needs and aim to use proven portfolio construction capabilities and high-quality investment managers to ensure consistently favourable investment outcomes for clients. Underlying this philosophy is the belief that an efficiently constructed Strategic Asset Allocation combined with active medium-term Dynamic Asset Allocation has been proven to add value over the long term. The ability to provide access to best-of-breed specialist investment managers at a reasonable cost can add value over and above the index in certain sub-sectors. However, understanding and managing the portfolio’s beta by asset class is also critical in the construction of a successful fund of fund product and can generate cost efficient outcomes.
INVESTMENT STRATEGY & APPROACH
The portfolio aims to use AZ Sestante’s portfolio construction capabilities and invest in high quality asset investments with around 30% exposure to income assets (such as cash and fixed interest), and around 70% exposure to growth assets (such as shares, property, infrastructure and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns.
Investment Objective
To deliver outperformance of the RBA Cash Rate +3.25% p.a. over a rolling 6-year period after fees.Investment style
ActiveStadard risk measure
HighSuggested time frame
6 yearsBenchmark
Morningstar Category: Average – Australia.Superannuation Multisector Moderate