Fortlake Sigma Opportunities
TAL1576AU
Fortlake Sigma Opportunities TAL1576AU Strategy
The strategy is quantitative lead and seeks to generate real returns in more liquid parts of the fixed income market using specialised techniques only available to institutional-grade fixed income managers. The Investment Manager seeks to target areas of the fixed income market that have a lower probability of default. The Investment Manager only invests in areas where it deems it has a competitive advantage to other fixed income managers.
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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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,109.40 | 32.50 | 0.36% |
| CAC 40 | 8,072.67 | 122.49 | 1.54% |
| DAX 40 | 23,991.90 | 421.94 | 1.79% |
| Dow JONES (US) | 47,142.10 | 155.00 | 0.33% |
| FTSE 100 | 9,797.85 | 115.28 | 1.19% |
| HKSE | 26,649.06 | 163.16 | 0.62% |
| NASDAQ | 23,462.15 | 457.61 | 1.99% |
| Nikkei 225 | 50,911.76 | 28.08 | 0.06% |
| NZX 50 Index | 13,617.48 | 40.67 | 0.30% |
| S&P 500 | 6,807.88 | 79.08 | 1.18% |
| S&P/ASX 200 | 8,835.90 | 25.40 | 0.29% |
| SSE Composite Index | 4,018.60 | 21.04 | 0.53% |