Fortlake Sigma Opportunities
TAL1576AU
Fortlake Sigma Opportunities TAL1576AU Strategy
The focus of the fund is fixed interest investments. The fund’s investment style utilises a variety of institutional techniques, including a combination of inflation hedges, overlays, arbitrage strategies and to opportunistically allocate to selective opportunities or to apply a distortions-based investment approach to generate a meaningful return above the RBA cash rate.
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
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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
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Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
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Listed Investment Companies monthly performance: February 2026
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,132.90 | 11.10 | 0.12% |
| CAC 40 | 8,245.80 | 18.07 | -0.22% |
| DAX 40 | 23,806.99 | 273.64 | -1.14% |
| Dow JONES (US) | 48,185.80 | 275.88 | 0.58% |
| FTSE 100 | 10,603.48 | 5.40 | -0.05% |
| HKSE | 25,900.14 | 147.74 | 0.57% |
| NASDAQ | 22,822.42 | 187.42 | 0.83% |
| Nikkei 225 | 56,728.95 | 833.63 | 1.49% |
| NZX 50 Index | 13,164.39 | 109.42 | -0.82% |
| S&P 500 | 6,824.66 | 41.85 | 0.62% |
| S&P/ASX 200 | 8,940.10 | 15.70 | 0.18% |
| SSE Composite Index | 3,998.74 | 32.56 | 0.82% |