INVESTMENT OBJECTIVE The CFS AZ Sestante Conservative Fund is a multi-manager Fund that blends actively managed strategies with passive strategies to create a portfolio that is well diversified and cost efficient. The Fund seeks to deliver an investment return in excess of CPI plus 2.0% per annum over rolling three-year periods before fees and taxes, and has a suggested investment timeframe of at least 3 years. 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 KEY FEATURES OF THE FUND The Fund is highly diversified across asset classes, investment styles, markets and investment managers. This level of diversification is designed to reduce risk, protect the Fund against market volatility and achieve consistent returns throughout market cycles. Overseen by a skilled and dedicated investment committee, the Fund provides access to a blend of high calibre underlying managers, each with different approaches, investment styles and expertise. Enhanced diversification – the Fund taps into the plethora of opportunities to be found across both active and passive strategies, tracing a broad range of asset classes, investment managers and geographies. Improved risk-adjusted returns – accesses income assets (cash and fixed interest), growth assets (shares, property and infrastructure) and alternative assets with the aim of enhancing diversification and improving risk adjusted returns. A strategic allocation – the Fund can be blended with other funds and investments to achieve the underlying desired asset allocation and risk profile. Expert oversight – The Fund’s investments are continuously researched, assessed and monitored by the investment committee.