CC Sage Capital Equity Plus

CHN8862AU

CC Sage Capital Equity Plus CHN8862AU Strategy

The fund uniquely blends fundamental and quantitative strategies to develop opportunities to generate returns. This strategy generates concentrated and uncorrelated returns from fundamental investing, improving on returns derived from the breadth of the quantitative process.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: May 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Private credit and its role for investors

A spotlight on the evolving asset class.

Morningstar Investment Ideas

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