Successful equities investing requires a disciplined approach to stock selection, detailed research and an independent thought process to deliver sustainable outperformance, particularly in times of market uncertainty. This is where active management can add value to an Australian equities allocation.
The Fund aims to achieve positive returns in excess of the S&P/ASX 200 Index, after fees and expenses, over the long term by taking both long and short positions in selected Australian shares.
Equity long/short where some stocks are short, and the proceeds are reinvested in long positions to retain exposure to the equity market. This provides investors with exposure to both growth in the equity market as well as the potential for enhanced returns from the active management.
Unique stock selection process that blends fundamental and quantitative analysis to identify companies without bias.
Managed by one of the most experienced long/short managers in Australia.
Can complement an existing allocation to Australian equities.
The Fund’s objective is to generate positive absolute returns above the RBA cash rate after fees and expenses over the long term by taking both long and short positions in selected Australian shares.
A market neutral fund where short positions and long positions offset each other, giving investors exposure to the manager’s stock selection skills while aiming to eliminate exposure to the underlying equity market.
Unique stock selection process that blends fundamental and quantitative analysis to identify companies without bias.
Managed by one of the most experienced long/short managers in Australia.
Can complement an existing allocation to Australian equities.
This is general information only and is not intended to provide advice or recommendations to any particular investor or potential investors in relation to holding, purchasing or selling units in the CC Sage Capital Equity Plus Fund ARSN 634 148 913 and / or the CC Sage Capital Absolute Return Fund ARSN 634 149 287 (collectively, the 'Funds'), nor does it take into account an individual’s investment objectives, circumstances or needs. Potential investors should make their own independent assessment of the information contained on this webpage and this website, in general, and seek their own independent professional advice in relation to the information and any action taken on the basis of the information. Nothing contained on this webpage and this website, in general, is or shall be relied upon as a promise or representation, whether as to the past or the future. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire, sell or continue to hold units in the Funds should only be made after considering the information contained in a current Product Disclosure Statement and the Target Market Determination for each respective Fund. Applications to invest will only be accepted if made on an application form available by request. Potential investors should be aware that investing in the Funds involves risks and it is possible that they may not get back the amount originally invested. The key risks, in general, of investing in the Funds includes, but are not limited to, investment manager risk, market risk, liquidity risk, withdrawal risk, counterparty risk, credit risk and investment risk. For further information on the risks of investing in the Funds, please refer to each Fund’s respective Product Disclosure Statement. The Responsible Entity and issuer of units in each Fund is Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 distributes the Fund and is the holding company of CIML.
Get our latest updates and investment manager performance reports
