Fund Performance

AZ Sestante Multi-Manager Conservative Fund

APIR Code: AZS0001AU | Fund Size: $125.6M

Fund Details

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Investment Objective

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

Investment Style

Diversified

Standard Risk Measure

Medium

Suggested Time Frame

3 years

Target Returns

RBA Cash Rate +2.0% p.a.

Benchmark

RBA Cash Rate +2.0% p.a.

Growth / Defensive Split

Growth Assets30%
Defensive Assets70%

Investment Philosophy

Our investment philosophy is centered around the belief that long-term wealth creation is best achieved through disciplined asset allocation and rigorous manager selection.

We focus on identifying skilled investment managers who can deliver consistent risk-adjusted returns across market cycles. We believe in the importance of diversification across asset classes, geographies, and investment styles to reduce portfolio risk while capturing growth opportunities.

Our approach combines both strategic and tactical asset allocation to optimize risk-return outcomes for our investors. The cornerstone of our philosophy is maintaining a conservative approach that prioritizes capital preservation while seeking to generate steady returns over the long term.