Sestante Dynamic Star Balanced Portfolio

INVESTMENT OBJECTIVE

The investment objective for the Sestante Dynamic Star Balanced Portfolio is to deliver outperformance of the RBA cash rate +2.5% p.a. (after fees) over a rolling 5-year period. The minimum investment amount is $5,000 and the portfolio is only accessible through the CFS Edge Platform.

MONTHLY REPORTS Reports Archive

2024

ESTIMATED TOTAL COST

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INVESTOR SUITABILITY

Designed for investors who seek a diversified portfolio with exposure to growth and defensive assets; seek 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.