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Managed Account Fact Sheet
Detailed information on our managed account solutions
Dynamic Asset Allocation Fact Sheet
Strategic approach to portfolio management
Sestante Dynamic Portfolios
Investment return figures as at 31 August 2025.
1 Month
0.79%
3 Months
2.23%
6 Months
3.36%
1 Year
6.46%
3 Years
7.00%
5 Years
4.15%
Since Inception:29.08%
Inception Date:07/02/2019
Growth/Defensive:30% / 70%
1 Month
1.18%
3 Months
3.10%
6 Months
4.38%
1 Year
8.10%
3 Years
8.44%
5 Years
5.83%
Since Inception:41.50%
Inception Date:07/02/2019
Growth/Defensive:45% / 55%
1 Month
1.54%
3 Months
4.03%
6 Months
5.52%
1 Year
9.81%
3 Years
9.89%
5 Years
7.49%
Since Inception:53.84%
Inception Date:07/02/2019
Growth/Defensive:70% / 30%
1 Month
1.80%
3 Months
4.69%
6 Months
6.42%
1 Year
11.46%
3 Years
11.59%
5 Years
9.56%
Since Inception:70.18%
Inception Date:07/02/2019
Growth/Defensive:85% / 15%
Top Performer
1 Month
2.02%
3 Months
5.33%
6 Months
6.72%
1 Year
12.22%
3 Years
12.71%
5 Years
10.56%
Since Inception:65.21%
Inception Date:08/08/2020
Growth/Defensive:98% / 2%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
Top Performer
2.02
5.33
6.72
12.22
12.71
10.56
65.21
08/08/2020
98% / 2%
Sestante Dynamic Star
The Sestante Dynamic Star portfolios are available on CFS Edge as part of the Accelerate Series.
1 Month
0.75%
3 Months
2.42%
6 Months
3.59%
1 Year
—%
3 Years
—%
5 Years
—%
Since Inception:7.96%
Inception Date:01/11/2024
Growth/Defensive:30% / 70%
1 Month
0.94%
3 Months
3.18%
6 Months
4.66%
1 Year
—%
3 Years
—%
5 Years
—%
Since Inception:9.85%
Inception Date:01/11/2024
Growth/Defensive:50% / 50%
1 Month
1.20%
3 Months
3.75%
6 Months
4.81%
1 Year
—%
3 Years
—%
5 Years
—%
Since Inception:9.95%
Inception Date:01/11/2024
Growth/Defensive:70% / 30%
1 Month
1.35%
3 Months
4.55%
6 Months
5.82%
1 Year
—%
3 Years
—%
5 Years
—%
Since Inception:11.50%
Inception Date:01/11/2024
Growth/Defensive:80% / 20%
1 Month
1.51%
3 Months
4.76%
6 Months
5.36%
1 Year
—%
3 Years
—%
5 Years
—%
Since Inception:11.26%
Inception Date:01/11/2024
Growth/Defensive:95% / 5%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
Sestante ESG Focus Dynamic Portfolios
Sestante has partnered with Evergreen Consultants to provide some guidance around sustainable investing using a simple framework that is easy to understand.
1 Month
0.72%
3 Months
2.38%
6 Months
3.87%
1 Year
6.67%
3 Years
6.85%
5 Years
—%
Since Inception:23.70%
Inception Date:01/06/2022
Growth/Defensive:30% / 70%
1 Month
0.94%
3 Months
3.08%
6 Months
5.00%
1 Year
8.42%
3 Years
8.69%
5 Years
—%
Since Inception:31.43%
Inception Date:01/06/2022
Growth/Defensive:45% / 55%
1 Month
1.31%
3 Months
3.87%
6 Months
5.90%
1 Year
9.39%
3 Years
10.14%
5 Years
—%
Since Inception:38.11%
Inception Date:01/06/2022
Growth/Defensive:70% / 30%
1 Month
1.50%
3 Months
4.64%
6 Months
7.05%
1 Year
11.20%
3 Years
12.10%
5 Years
—%
Since Inception:46.56%
Inception Date:01/06/2022
Growth/Defensive:85% / 15%
Top Performer
1 Month
1.60%
3 Months
5.22%
6 Months
7.20%
1 Year
11.76%
3 Years
12.79%
5 Years
—%
Since Inception:50.82%
Inception Date:01/06/2022
Growth/Defensive:98% / 2%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
0.94
3.08
5.00
8.42
8.69
—
31.43
01/06/2022
45% / 55%
Top Performer
1.60
5.22
7.20
11.76
12.79
—
50.82
01/06/2022
98% / 2%
Sestante Index Portfolios
1 Month
0.78%
3 Months
2.75%
6 Months
4.43%
1 Year
7.49%
3 Years
6.53%
5 Years
3.56%
Since Inception:26.68%
Inception Date:07/02/2019
Growth/Defensive:30% / 70%
1 Month
1.16%
3 Months
3.88%
6 Months
6.06%
1 Year
9.77%
3 Years
8.37%
5 Years
5.48%
Since Inception:42.61%
Inception Date:07/02/2019
Growth/Defensive:45% / 55%
1 Month
1.55%
3 Months
5.05%
6 Months
7.60%
1 Year
12.00%
3 Years
10.26%
5 Years
7.39%
Since Inception:55.16%
Inception Date:07/02/2019
Growth/Defensive:70% / 30%
1 Month
1.92%
3 Months
6.27%
6 Months
9.24%
1 Year
14.78%
3 Years
12.64%
5 Years
10.33%
Since Inception:76.10%
Inception Date:07/02/2019
Growth/Defensive:85% / 15%
Top Performer
1 Month
2.07%
3 Months
6.85%
6 Months
10.19%
1 Year
16.29%
3 Years
13.94%
5 Years
11.45%
Since Inception:71.95%
Inception Date:08/08/2020
Growth/Defensive:98% / 2%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
CFS Sestante Dynamic Portfolios
1 Month
0.58%
3 Months
1.97%
6 Months
2.91%
1 Year
5.70%
3 Years
5.71%
5 Years
—%
Since Inception:13.48%
Inception Date:21/02/2022
Growth/Defensive:30% / 70%
Top Performer
1 Month
0.65%
3 Months
2.20%
6 Months
3.29%
1 Year
6.46%
3 Years
6.46%
5 Years
—%
Since Inception:15.34%
Inception Date:21/02/2022
Growth/Defensive:30% / 70%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
Top Performer
0.65
2.20
3.29
6.46
6.46
—
15.34
21/02/2022
30% / 70%
CFS AZ Sestante Wholesale Funds
1 Month
0.73%
3 Months
2.30%
6 Months
3.13%
1 Year
6.30%
3 Years
6.25%
5 Years
4.01%
Since Inception:4.00%
Inception Date:05/12/2016
Growth/Defensive:30% / 70%
1 Month
1.02%
3 Months
3.13%
6 Months
3.67%
1 Year
7.53%
3 Years
7.60%
5 Years
5.04%
Since Inception:5.02%
Inception Date:05/12/2016
Growth/Defensive:50% / 50%
Top Performer
1 Month
1.30%
3 Months
4.24%
6 Months
4.86%
1 Year
9.60%
3 Years
10.03%
5 Years
7.66%
Since Inception:6.70%
Inception Date:05/12/2016
Growth/Defensive:85% / 15%
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
0.73
2.30
3.13
6.30
6.25
4.01
4.00
05/12/2016
30% / 70%
1.02
3.13
3.67
7.53
7.60
5.04
5.02
05/12/2016
50% / 50%
Top Performer
1.30
4.24
4.86
9.60
10.03
7.66
6.70
05/12/2016
85% / 15%
Azimut Investments SMA
A managed account is a professionally managed model portfolio of investments. It provides investors many of the benefits of direct ownership, while having the advantages of a professional investment manager to actively review and rebalance the portfolio based on the strategy and investment decisions of the chosen portfolio manager.
1 Month
N/A%
3 Months
N/A%
6 Months
N/A%
1 Year
N/A%
3 Years
N/A%
5 Years
N/A%
Since Inception:N/A%
Inception Date:Available
Growth/Defensive:Global Equities
1 Month
N/A%
3 Months
N/A%
6 Months
N/A%
1 Year
N/A%
3 Years
N/A%
5 Years
N/A%
Since Inception:N/A%
Inception Date:Available
Growth/Defensive:Global Equities
Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Inception
Date
Allocation
Reports
Preview
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Available
Global Equities
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Available
Global Equities