Fortlake Sigma
Opportunities Fund
Fortlake’s Sigma Opportunities Fund is a highly active fixed-income portfolio that may fit within an investor’s alternative allocation. It draws upon the team’s skill across fixed-income products and seeks to deliver strong risk adjusted returns from global fixed-income markets.
The fund may be appropriate for those investors seeking diversified sources of returns within their alternative allocation.
Income focused
Invests in strategies that aim to deliver strong and consistent levels of income.
Inflation protected
Seeks to protect the purchasing power of investments during inflationary periods.
Actively managed
Access a flexible and risk-focused approach to portfolio management.
Fund facts
The fund seeks the most compelling risk-adjusted return opportunities within global fixed income markets. The primary focus is to seek out market distortions, dislocations and distressed opportunities within the higher returning parts of the capital structure. Strict risk controls aim to provide strong capital protection.
7%-10% over the RBA cash rate
TAL1576AU
1.41% + performance fee of 20.5% of returns above 6% p.a.
December 2020
Absolute Return Fixed Income
3+ years
4.0 - 5.5%
RBA cash rate
Wholesale investors only
$100,000
Quarterly
Speak to a BDM or refer to the CFS platform availability matrix
*Inclusive of net GST. Please refer to the Product Disclosure Statement (PDS) for further details on fees and other costs that apply.
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Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Adviser use only
4. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of Fortlake Real-Income Fund, Fortlake Real-Higher Income Fund and Fortlake Sigma Opportunities Fund. Information on this webpage is provided by CFSIL. It may include general advice but does not consideranyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), InformationMemorandum (IM) and Financial Services Guides (FSG) before making any recommendations to a client. The PDSs, IM and FSG can be obtained from www.cfs.com.auor by calling us on 13 18 36.