AZ Sestante

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Comprehensive overview of our investment solutions
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Detailed information on our managed account solutions
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Strategic approach to portfolio management

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Sestante Dynamic Portfolios

Investment return figures as at 31 August 2025.

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

Sestante Dynamic Conservative Portfolio

0.79
2.23
3.36
6.46
7.00
4.15
29.08
07/02/2019
30% / 70%

Sestante Dynamic Moderately Conservative Portfolio

1.18
3.10
4.38
8.10
8.44
5.83
41.50
07/02/2019
45% / 55%

Sestante Dynamic Balanced Portfolio

1.54
4.03
5.52
9.81
9.89
7.49
53.84
07/02/2019
70% / 30%

Sestante Dynamic Assertive Portfolio

1.80
4.69
6.42
11.46
11.59
9.56
70.18
07/02/2019
85% / 15%
Top Performer

Sestante Dynamic Aggressive Portfolio

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.

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

Sestante Dynamic Star Conservative Portfolio

0.75
2.42
3.59
—
—
—
7.96
01/11/2024
30% / 70%

Sestante Dynamic Star Moderate Portfolio

0.94
3.18
4.66
—
—
—
9.85
01/11/2024
50% / 50%

Sestante Dynamic Star Balanced Portfolio

1.20
3.75
4.81
—
—
—
9.95
01/11/2024
70% / 30%

Sestante Dynamic Star Assertive Portfolio

1.35
4.55
5.82
—
—
—
11.50
01/11/2024
80% / 20%

Sestante Dynamic Star Aggressive Portfolio

1.51
4.76
5.36
—
—
—
11.26
01/11/2024
95% / 5%

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.

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

Sestante ESG Focus Dynamic Conservative Portfolio

0.72
2.38
3.87
6.67
6.85
—
23.70
01/06/2022
30% / 70%

Sestante ESG Focus Dynamic Moderately Conservative Portfolio

0.94
3.08
5.00
8.42
8.69
—
31.43
01/06/2022
45% / 55%

Sestante ESG Focus Dynamic Balanced Portfolio

1.31
3.87
5.90
9.39
10.14
—
38.11
01/06/2022
70% / 30%

Sestante ESG Focus Dynamic Assertive Portfolio

1.50
4.64
7.05
11.20
12.10
—
46.56
01/06/2022
85% / 15%
Top Performer

Sestante ESG Focus Dynamic Aggressive Portfolio

1.60
5.22
7.20
11.76
12.79
—
50.82
01/06/2022
98% / 2%

Sestante Index Portfolios

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

Sestante Conservative Index Portfolio

0.78
2.75
4.43
7.49
6.53
3.56
26.68
07/02/2019
30% / 70%

Sestante Moderately Conservative Index Portfolio

1.16
3.88
6.06
9.77
8.37
5.48
42.61
07/02/2019
45% / 55%

Sestante Balanced Index Portfolio

1.55
5.05
7.60
12.00
10.26
7.39
55.16
07/02/2019
70% / 30%

Sestante Assertive Index Portfolio

1.92
6.27
9.24
14.78
12.64
10.33
76.10
07/02/2019
85% / 15%
Top Performer

Sestante Aggressive Index Portfolio

2.07
6.85
10.19
16.29
13.94
11.45
71.95
08/08/2020
98% / 2%

CFS Sestante Dynamic Portfolios

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

CFS Sestante Dynamic Conservative – Super

0.58
1.97
2.91
5.70
5.71
—
13.48
21/02/2022
30% / 70%
Top Performer

CFS Sestante Dynamic Conservative – Pension

0.65
2.20
3.29
6.46
6.46
—
15.34
21/02/2022
30% / 70%

CFS AZ Sestante Wholesale Funds

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

CFS AZ Sestante Wholesale Conservative Fund – Investment

0.73
2.30
3.13
6.30
6.25
4.01
4.00
05/12/2016
30% / 70%

CFS AZ Sestante Wholesale Diversified Fund – Investment

1.02
3.13
3.67
7.53
7.60
5.04
5.02
05/12/2016
50% / 50%
Top Performer

CFS AZ Sestante Wholesale Growth Fund – Investment

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.

Portfolio Names
1 Mth (%)
3 Mth (%)
6 Mth (%)
1 Yr (%)
3 Yr (%)
5 Yr (%)
Since Inception
Inception Date
Growth/Defensive
Reports
Preview

Azimut High Conviction Global Equities SMA (available on HUB24)

N/A
N/A
N/A
N/A
N/A
N/A
N/A
Available
Global Equities