AUSTRALIAN EQUITIES

Generating alpha in Australian equities

Investment Types

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 L1 Capital Long Short Fund is closed to new investors. Please contact us if you would like more information.

CC Sage Capital Equity Plus Fund

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.

Investment Highlights

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.

Open to all Australian investors.

Can complement an existing allocation to Australian equities.

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CC Sage Capital Absolute Return Fund

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.

Investment Highlights

Market neutral or absolute return where short positions and long positions offset each other, giving investors exposure to the manager’s stock selection skills while eliminating 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.

Open to all Australian investors.

Can complement an existing allocation to Australian equities.

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L1 Capital Australian Equities Fund

A large cap, long only Australian equities fund that typically invests in 25-35 high quality companies that are fundamentally undervalued and have a positive outlook.

The Fund’s objective is to outperform the S&P / ASX200 Accumulation Index by at least 3% p.a. over the long term.

Investment Highlights

Is one of the best performing large cap, long only funds in Australia.

High quality investment management team.

Rated Highly Recommended by  Zenith and Recommended by Lonsec.

Open to all Australian investors.

Can form part of a core active allocation to Australian equities.

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This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual’s investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in the funds should only be made after considering the information contained in the current offer document. The Product Disclosure Statement (PDS) for L1 Capital is available here. Applications to invest will only be accepted if made on an application form. The Responsible Entity of the CC Sage Capital Equity Plus Fund and the CC Sage Capital Absolute Return Fund is Channel Investment Management Limited ACN 163 234 240 AFSL 439007. The Responsible Entity of the L1 Capital Australian Equities Fund is Equity Trustees Limited ABN 46 004 031 298 AFSL 240975.

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