MONTHLY REPORTS Reports Archive 2026 Jan Feb Mar Apr May Jun Jul Aug Sep 2025 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2024 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2023 Jun Jul Aug Sep Oct Nov Dec Show more years ESTIMATED TOTAL COST Click here to view estimated cost 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 70% exposure to income assets (such as cash and fixed interest), and around 30% exposure to growth assets (such as shares, property, infrastructure, and alternative assets). This approach aims to provide enhanced diversification and improve risk-adjusted returns. INVESTOR SUITABILITY 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.