Sestante Dynamic Conservative Portfolio

INVESTMENT OBJECTIVE

The Sestante Dynamic Conservative 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 2.0% p.a. over rolling three-year periods after fees over a 3-year rolling period.

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.

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 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.

Investment Objective

To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a 3-year rolling period.

Investment style

Diversified

Stadard risk measure

Medium

Suggested time frame

3 years

Target returns

RBA Cash Rate +2.0% p.a.

Growth / Defensive Split

30% Growth / 70% Defensive