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

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
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The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,922.7011.800.13%
CAC 408,065.02121.91-1.49%
DAX 4025,304.06412.65-1.60%
Dow JONES (US)51,682.6495.40-0.18%
FTSE 10010,659.13157.01-1.45%
HKSE24,750.78146.490.60%
NASDAQ26,522.54104.250.39%
Nikkei 22565,018.95882.701.38%
NZX 50 Index13,739.1417.45-0.13%
S&P 5007,650.5012.740.17%
S&P/ASX 2008,731.201.20-0.01%
SSE Composite Index3,911.8736.270.94%

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