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
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 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).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,877.20 | 15.00 | -0.17% |
| CAC 40 | 8,115.75 | 29.75 | 0.37% |
| DAX 40 | 24,928.39 | 321.62 | 1.31% |
| Dow JONES (US) | 50,690.96 | 405.30 | 0.81% |
| FTSE 100 | 10,466.26 | 22.79 | 0.22% |
| HKSE | 25,606.03 | 219.51 | 0.86% |
| NASDAQ | 26,462.85 | 169.76 | 0.65% |
| Nikkei 225 | 63,339.07 | 1,654.93 | 2.68% |
| NZX 50 Index | 12,991.31 | 113.24 | 0.88% |
| S&P 500 | 7,493.80 | 48.08 | 0.65% |
| S&P/ASX 200 | 8,657.00 | 15.10 | -0.17% |
| SSE Composite Index | 4,112.90 | 35.62 | 0.87% |