Sigma Australian Shares Fund

Sigma Australian Shares Fund.

Large cap value investing with Conviction

At the heart of the Sigma Australian Shares Fund is our rigorous proprietary investment process, Value: Risk Adjust which combines meticulous quantitative analysis with in-depth qualitative research. We have a passion for buying undervalued businesses in industries we understand, with identifiable competitive advantages, run by capable and aligned management teams that are attractively price based on a medium to long-term time horizon. 

We exploit other market participants' focus on short-term market sentiment and performance benchmarks; Importantly we think and act more like smart business owners. We believe, and our results have shown, that repeated application of our disciplined investment process produces superior long term results for our clients.

Investment Objective

The Sigma Australian Shares Fund seeks to achieve medium to long-term capital growth and income through investing in larger Australian companies. The Fund aims to achieve a total return after expenses that exceeds the S&P/ASX 200 Accumulation Index over a rolling three to five year time horizon. The Fund is focused, containing between 15-30 stocks, with low turnover. Sigma is focused on protecting your capital while delivering above market returns over the long term through investing in businesses with the following characteristics:
  • Operating within industry structures we understand; 
  • Having demonstrable franchises qualities; and 
  • Run by capable and aligned management teams

Investment Strategy

Sigma actively manages its portfolio of companies using proprietary quantitative analytical models, as well as qualitative bottom-up research. Our rigorous research process creates focused, benchmark insensitive portfolios with excellent after-tax efficiency. We are proud of our track record of index-beating long term performance over multiple business cycles. Any investments that do not pass our stringent requirements are not held; we regularly review our portfolio holdings and rebalance as necessary to maintain true to maximising the probability of achieving the return objective.

Investment Risks

This fund is appropriate for investors who are willing to take more risk in search of greater returns. Investors need to be comfortable with volatility and with the possibility of negative returns and aim to invest over a long period. Risk is controlled on an absolute basis by strict adherence to our disciplined investment process. Mutual fund investing involves risk, including the possible loss of principal invested.

DISCLAIMER: This document was prepared by Sigma Funds Management Pty Limited (ACN 137 097 075, AFSL 339901) (‘Sigma’). Sigma does not give any warranty as to the accuracy, reliability or completeness of the information contained in this document, and any persons relying on this information do so at their own risk. This document is provided for general information purposes to wholesale clients only. Accordingly, reliance should not be placed on this commentary as the basis for making an investment, financial or other decision. This document has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, any person should before acting on the information, consider the appropriateness of the information having regard to the their objectives, financial situation and needs. Past performance is not a reliable indicator of future performance. The Information Memorandum (IM) should be read in full before investing in the fund and is available upon request. © Sigma 2017.
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