Sage Capital Equity Plus E - Managed Fund

Fund Objective

The option aims to achieve positive returns in excess of the S&P/ASX200 Accumulation Index, after fees and expenses and before taxes, over rolling five-year periods by taking both long positions and short positions in selected Australian shares.

Fund 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.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	-%	-%	-%	-%	-%	-%	-%
Growth return	-4.93%	-3.14%	3.83%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%
Market index (S&P/ASX 200 TR AUD)
Total return	4.57%	5.11%	7.32%	15.17%	11.05%	11.44%	7.97%	8.65%

Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: -0.02%

Australian Equities: 93.80%

International Equities: 4.16%

Cash: -0.44%

Property: 2.10%

Fixed Interest: 0.40%

General Information

Fund Details

Type	Description
Fund Name	Sage Capital Equity Plus E
Responsible Entity	Colonial First State Investments Limited
APIR Code	FSF2490AU
Sector/Asset Class	Equity Australia Long Short
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	19 Jan 2024
Fund Size	n/a
Entry Price	$1.159 (as at 29 Jan 2025)
Exit Price	$1.1567 (as at 29 Jan 2025)
Fund Status	Open

Offer information

Type	Description
Minimum initial investment	$25,000
Minimum additional investments

FAQs about the Sage Capital Equity Plus E

What is the objective of the Sage Capital Equity Plus E managed fund?

The objective of the Sage Capital Equity Plus E managed fund is The option aims to achieve positive returns in excess of the S&P/ASX200 Accumulation Index, after fees and expenses and before taxes, over rolling five-year periods by taking both long positions and short positions in selected Australian shares.

What is the strategy for the Sage Capital Equity Plus E managed fund?

The strategy of the Sage Capital Equity Plus E managed fund is 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.

What is the APIR code of the Sage Capital Equity Plus E managed fund?

The APIR code of the Sage Capital Equity Plus E managed fund is FSF2490AU.

What was Sage Capital Equity Plus E’s total return last month?

Sage Capital Equity Plus E’s total return last month was -%. This was made up of a growth return of -4.93% and an income return of -%. These returns were calculated as at .

What was Sage Capital Equity Plus E’s total return for the last three months?

Sage Capital Equity Plus E’s total return for the last three months was -%. This was made up of a growth return of -3.14% and an income return of -%%. These returns were calculated as at .

What is Sage Capital Equity Plus E’s one-year total return?

Sage Capital Equity Plus E’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is Sage Capital Equity Plus E’s three-year total return?

Sage Capital Equity Plus E’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is the asset allocation of the Sage Capital Equity Plus E managed fund?

The asset allocation of the Sage Capital Equity Plus E managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property: 0%

Fixed Interest: 0%

Who is the responsible Entity of the Sage Capital Equity Plus E managed fund?

The Responsible Entity for the Sage Capital Equity Plus E managed fund is Colonial First State Investments Limited.

What sector/asset class does the Sage Capital Equity Plus E managed fund belong to?

The Sage Capital Equity Plus E managed fund belongs to the Equity Australia Long Short sector/asset class.

What is the size of the Sage Capital Equity Plus E managed fund?

As at , the size of the Sage Capital Equity Plus E managed fund was $ million.

What is the inception date of the Sage Capital Equity Plus E managed fund?

The Sage Capital Equity Plus E managed fund has an inception date of 19 Jan 2024.

What is the current entry price of the Sage Capital Equity Plus E managed fund?

The current entry price of the Sage Capital Equity Plus E managed fund is $1.159 per unit and the current exit price is $1.1567 per unit (as at 29 Jan 2025).

What is the current exit price of the Sage Capital Equity Plus E managed fund?

The current exit price of the Sage Capital Equity Plus E managed fund is $1.1567 per unit and the current entry price is $1.159 per unit (as at 29 Jan 2025).

What is the minimum investment amount for the Sage Capital Equity Plus E managed fund?

The minimum initial investment amount for the Sage Capital Equity Plus E managed fund is $25,000. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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