CFS FC-Sage Capital Equity Plus
FSF7056AU
CFS FC-Sage Capital Equity Plus FSF7056AU Strategy
The option uses a blend of quantitative and fundamental investment techniques to select long and short positions from within eight custom stock groups. Maintains a low net exposure to these groups which can control thematic risks in the portfolio and perform more consistently across varied market environments. The systematic quantitative strategy allows the option to exploit behavioral biases that exist across markets while the fundamental strategy uses the experience and insights of the investment team to identify investment opportunities.
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: October 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
Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
funds
Debunking myths in private credit
Looking beyond the marketing claims of private credit products.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,824.20 | 19.20 | -0.22% |
| CAC 40 | 7,962.34 | 2.67 | 0.03% |
| DAX 40 | 23,214.30 | 24.88 | -0.11% |
| Dow JONES (US) | 46,448.27 | 202.86 | 0.44% |
| FTSE 100 | 9,542.38 | 7.47 | 0.08% |
| HKSE | 25,894.55 | 178.05 | 0.69% |
| NASDAQ | 22,872.01 | 598.92 | 2.69% |
| Nikkei 225 | 48,659.52 | 33.64 | 0.07% |
| NZX 50 Index | 13,480.43 | 19.42 | -0.14% |
| S&P 500 | 6,705.12 | 102.13 | 1.55% |
| S&P/ASX 200 | 8,537.00 | 26.70 | -0.31% |
| SSE Composite Index | 3,870.02 | 33.26 | 0.87% |