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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

funds

Listed Investment Companies monthly performance: October 2023

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).
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Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
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Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

Markets

Index
Last price
Change
% Change
All Ordinaries 7,269.80 66.30 -0.90%
CAC 40 7,352.13 19.54 0.27%
DAX 40 16,438.96 34.20 0.21%
Dow JONES (US) 36,204.44 41.06 -0.11%
FTSE 100 7,466.54 46.42 -0.62%
HKSE 16,327.86 318.19 -1.91%
NASDAQ 14,185.49 119.54 -0.84%
Nikkei 225 32,775.82 455.45 -1.37%
NZX 50 Index 11,356.99 10.82 -0.10%
S&P 500 4,569.78 24.85 -0.54%
S&P/ASX 200 7,061.60 63.10 -0.89%
SSE Composite Index 2,972.30 50.62 -1.67%

Market Movers

Name
Last price
Change
% Change
Pilbara Minerals Ltd PLS 3.23 0.30 -8.50%
Origin Energy Ltd ORG 8.03 0.17 2.16%
Telstra Group Ltd TLS 3.78 0.01 -0.26%
Insurance Australia Group Ltd IAG 5.92 0.09 1.54%
Santos Ltd STO 6.76 0.06 -0.88%
Scentre Group SCG 2.70 0.01 -0.37%
South32 Ltd S32 3.06 0.06 -1.92%
Stockland Corp Ltd SGP 4.00 0.11 -2.68%
Karoon Energy Ltd KAR 1.98 0.03 -1.25%
Allkem Ltd AKE 8.30 0.34 -3.94%