The Sestante Dynamic Balanced Portfolio is a multi-asset managed account 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 RBA Cash Rate plus 3.5% p.a. over rolling three-year periods after fees over a 6 year rolling period.
Designed for investors who seek a diversified portfolio with exposure to growth and defensive assets, seeking moderate growth over the investment timeframe with a moderate level of income, and accept a moderate degree of volatility with a relatively higher exposure to growth assets.
INVESTMENT STYLE AND APPROACH
Active – The portfolio aims to utilise 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.
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.