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AZ Sestante Conservative Fund Receives 5-Star Rating
Our Conservative Multi-Manager Fund awarded 5-star Superior rating from Lonsec for consistent performance.
2 days agoRead More
Event
Q1 2025 Market Outlook Webinar
Join our CIO for insights on market trends and portfolio positioning. January 25, 2:00 PM AEDT.
UpcomingRegister
Update
New ESG Focus Portfolio Launch
Introducing our latest ESG-focused investment solution with enhanced sustainability criteria.
1 week agoLearn More
Total Funds Invested
$847,250
Your clients' total investment
+$42,150
Active Portfolios
12
+2
Across all clients
Awards and Rating
4.25 Star
Superior
Lonsec rating
YTD Performance
8.7%
+1.2%
Average return
Recent Reports
View AllMonthly Performance Report
Dec 2024 • Performance
Quarterly Portfolio Review
Q4 2024 • Portfolio
Risk Assessment Update
Nov 2024 • Risk
Market Commentary
Dec 2024 • Commentary