CC Sage Capital Equity Plus Fund
About this Fund
|FUND MANAGER||Sage Capital|
|INVESTMENT STYLE||The Fund takes both long positions and short positions in selected Australian shares.|
|INVESTMENT PROFILE||The Fund aims to achieve positive returns in excess of the Fund Benchmark, after fees and expenses, over the long term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||S&P/ASX200 Accumulation Index|
|FUND SIZE||S&P/ASX200 Accumulation Index|
|NO. OF HOLDINGS|
|FEES||0.79% p.a. (including the net effect of GST/RITC)|
Benefits of investing in the CC Sage Capital Equity Plus Fund
The Fund provides the following benefits:
The Fund may be suitable for investors with an investment horizon of 5+ years, who seek capital growth and income via exposure to Australian shares and are willing to accept the shorter-term fluctuations in price typically associated with such investments.
About the Fund
The Fund aims to achieve positive returns in excess of the Fund Benchmark, after fees and expenses, over the long term by taking both long positions and short positions in selected Australian shares.
The Fund uniquely blends fundamental and quantitative strategies to develop opportunities that generate return. This strategy generates concentrated and uncorrelated returns from fundamental investing, improving on returns derived from the breadth of the quantitative process.
About Sage Capital
Sage Capital is a Sydney based boutique asset manager which is wholly owned by its employees. Newly formed in June 2019, Sage Capital brings together significant expertise in the management of Australian equity portfolios and seeks to add value to investors by exploiting a wide range of market inefficiencies. By employing an extensive and rigorously tested quantitative model that is supported by fundamental analysis, Sage Capital is able to identify companies with superior risk/ return characteristics to invest in.
Sage Capital is led by Sean Fenton, Managing Director and Portfolio Manager for the Fund who is supported by three senior, highly credentialled and experienced Portfolio Managers. The Sage Capital investment team has a combined investment experience of more than 60 years gained from diverse and complimentary careers in equities, including research, analysis and portfolio management. The investment team also brings together experience and knowledge in quantitative and fundamental research as well as global equities, macro, asset allocation, small caps and micro caps. They have worked together in previous roles with generally a four-to-six-year overlap.
How we invest your money
This is an Australian equity long/short strategy with the main asset class held by the Fund being Australian listed shares, as well as cash and cash equivalent instruments, other equity like securities and exchange traded derivatives.
The assets of the Fund will generally be invested in accordance with the following guidelines: