Sigma launches first investment products

Firm introduces two SMA model portfolios

By Wouter Klijn
Wed 13 Jan 2010

Former CSAM Australian equities team launches first investment products.

Sigma Funds Management has launched its first equity investment products.
 
The firm offers two model portfolios, the Australian Equities Folio and the Emerging Companies Folio, on the separately managed account (SMA) platform HUB 24.

The launch marks the introduction of the firm's first products since it was established in September last year by the former Credit Suisse Asset Management (CSAM) Australian equities team.
 
The Australian equities portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 3 per cent a year over a three to five-year period.

Despite its name, the portfolio considers companies listed on the New Zealand Stock Exchange to also be part of its investment universe.

"The model portfolio is designed for investors who are seeking long-term capital growth and income from an exposure to a diversified portfolio of quality stocks listed primarily on the Australian and New Zealand stock exchanges," a profile of the portfolio said.

The portfolio will consist of 35 to 45 stocks and has a management fee of 0.8 per cent.

The Emerging Companies Folio aims to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5 per cent a year over a three to five-year period.

This portfolio will hold between 30 and 60 stocks from the Australian and New Zealand stock markets.

The investment management fee is also 0.8 per cent, but it also attracts a performance fee of 10 per cent of outperformance above the index.

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