The SGH Fund Update

September Quarter 2026 SGH High Conviction Fund - with Hamish Tadgell, Portfolio Manager. In this SGH High Conviction Fund update, Hamish discusses the Fund's performance, the impact of rising bond yields and geopolitical uncertainty on investment markets, and key contributors to returns. He also shares insights into portfolio positioning, emerging investment opportunities and the team's o...

September Quarter 2026 Catholic Values Trust and Income Trust - with David Chen, Portfolio Manager. In this Catholic Values Trust and Income Trust September 2026 quarterly update, David discusses the impact of rising interest rates, geopolitical tensions and market volatility on investment markets and Trust performance. He also provides insights into portfolio positioning, the importance of active...

September Quarter 2026 SGH Enhanced Income Trust - with Stratton Bell, Portfolio Manager. In this SGH Enhanced Income Trust update,  Stratton discusses the impact of rising bond yields on Trust performance, recent portfolio positioning and opportunities emerging in fixed income markets. He also shares insights into the Trust's focus on capital preservation, income generation and portfolio dive...

September Quarter 2026 SGH Opportunities Fund - with Rory Hunter, Lead Portfolio Manager and Sophie Smith, Portfolio Manager. In this SGH Opportunities Fund quarterly update, Rory and Sophie discuss shifting market conditions, company earnings and emerging investment opportunities. They explore key developments across holdings including Codan, Viridis, Koala and Synertec, and explain how a discipl...

September Quarter 2026 SGH Property Income Fund - with Grant Berry, Lead Portfolio Manager. In this update, Grant discusses the impact of rising bond yields on listed property securities, key portfolio performance drivers and emerging opportunities across the A-REIT sector. He explores improving property fundamentals, attractive valuations and the Fund's selective positioning, highlighting why...

September Quarter Update 2026 ICE Fund with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger reflects on a challenging market environment and the strong underlying earnings growth across the portfolio. He discusses key holdings including Koala, Count Financial and Skellerup, the impact of AI on quality businesses, and emerging investment opportunities. Roger also explores the disco...

SGH LaSalle Concentrated Global Property Fund-September Quarter Update with Portfolio Manager, Paul Meierdierck. In this fund update, Paul outlines how GREITs are performing and where he is seeing value across the sector.  The SGH LaSalle Concentrated Global Property Fund holds 10–20 high conviction global REITs, targeting durable cash flows, attractive yields, and strong downside protection. For ...

In this quarterly update, David Chen, Portfolio Manager, discusses the strong June quarter, the impact of easing geopolitical tensions and falling bond yields, and how these factors contributed to the performance of the Catholic Values Trust and Income Trust. For more information, please visit the  Catholic Values Trust  and  Income Trust  pages. Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠ https://www.linkedin....

In this quarterly update, David Chen, Portfolio Manager of Catholic Values Trust & Income Trust, outlines how rising inflation, interest rates and geopolitical tensions drove market volatility, highlighting the benefits of a defensive, actively managed and Catholic values-based investment approach. For more information, please visit the  ⁠Catholic Values Trust⁠  and  ⁠Income Trust⁠  pages. Fol...

SGH LaSalle Concentrated Global Property Fund-March Quarter Update with Portfolio Manager, Paul Meierdierck. In this fund update, Paul outlines how GREITs are performing amidst a volatile market backdrop and where he is seeing value across the UK and Canada across a range of REITs, including cell towers and office. The SGH LaSalle Concentrated Global Property Fund holds 10–20 high-conviction globa...

In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps how the fund performed, and highlights where the fund increased stock weights including Dexus and Junior Group, plus Stockland and Mirvac.  For more information about the SGH Property Income Fund:  SGH Property Income Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.li...

March Quarter Update 2026 - SGH High Conviction Fund Update with Portfolio Manager, Hamish Tadgell. In this update Portfolio Manager Hamish Tadgell discusses key contributors and themes. He also covers recent positioning shifts and the impact of AI disruption on high quality stocks. More information about the SGH High Conviction Fund:  SGH High Conviction Fund | SG Hiscock & Company Follow us ...

March Quarter 2026 ICE Fund - with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger Walling, Portfolio Manager of the , reviews the March quarter and highlights some outstanding Franchise investments including the Port of Tauranga and Skellerup and details why the team remains focused on identifying franchise businesses with pricing power, strong infrastructure, and sticky customer...

SGH Opportunities Fund March Quarter Update with Portfolio Managers Rory Hunter and, Sophie Smith. In this quarterly update, the SGH Opportunities Fund team recaps the key drivers, including where they are seeing key drivers in resources and medical sectors, plus insights into portfolio positioning, and what the current cycle means for investors. More information on the SGH Opportunities Fund:  SG...

IMC Global Small Companies Fund - March Quarter 2026 Update with Portfolio Manager, Travis Prentice. In this IMC fund update Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, shares how the fund is seeing real opportunities in global small caps and how the volatile market environment has impacted the strategy. M...

IMC Global Small Companies Fund - September Quarter Update with Portfolio Manager, Travis Prentice. In this IMC fund update for the September Quarter 2025, global small caps bounced back strongly in the US market and among Tech and Industrial sectors. Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund , shares how...

SGH Opportunities Fund September Quarter Update with Assistant Portfolio Manager, Sophie Smith. The SGH Opportunities Fund continued to deliver strong performance returning 19.6% after fees and outperforming its benchmark by 4.4%. In this quarterly update, Assistant Portfolio Manager Sophie Smith recaps the key drivers, including some strong results from gold stocks and the tech sector. She also s...

SGH LaSalle Concentrated Global Property Fund- September Quarter Update with Portfolio Manager, Matt Sgrizzi. In this SGH LaSalle fund update, Portfolio Manager Matt Sgrizzi recaps the September 2025 quarter. Matt outlines how global capital markets reacted to tariffs, and where he sees attractive values and opportunities in areas including cold storage, life science, cell towers, and even some of...

September Quarter 2025 - SGH High Conviction Fund Update with Portfolio Manager, Hamish Tadgell. A good result for the SGH High Conviction Fund with a return of 5.6%, outperforming the ASX 300 accumulation index by 60 basis points. The fund remains focused on high-quality companies and structural growth opportunities. In this update Portfolio Manager Hamish Tadgell discusses key contributors and t...

September Quarter 2025 SGH Enhanced Income Trust – with Stratton Bell, Portfolio Manager. In this Enhanced Income Trust update, Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust , discusses the September quarter 2025 performance and positioning. He explains how the fund is currently performing and the move away from listed hybrids and how interest rate expectations are shaping up. ...

September Quarter 2025 ICE Fund - with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund , reviews the September quarter and highlights some outstanding Franchise investments including Baby Bunting, AP Eagers and the Port of Tauranga and why the team remains focused on identifying franchise businesses with pricing power, strong infrastructu...

September Quarter 2025 Property Income Fund - with Grant Berry, Lead Portfolio Manager. In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund , recaps the September 2025 quarter's performance and positioning and where the fund benefited from solid contributions from a number of retail groups including, Scentre Group and Vicinity Centres and continue...

September Quarter 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio Manager In this update, David Chen, Portfolio Manager of both Trusts recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September quarter returns of 3.31% and 2.14% respectively, supported by global market gains and policy easing following a US rate cut. Portf...

Q2 2025 SGH High Conviction Fund update – with Hamish Tadgell and Michael Kordick In this quarterly update, Portfolio Manager Hamish Tadgell and Assistant Portfolio Manager Michael Kordick share insights on the SGH High Conviction Fund's positioning and performance in Q2 2025. They unpack the drivers behind the fund's quarter, including standout contributions from tech names and financials...

Q2 2025 SGH Opportunities Fund update – with Rory Hunter and Sophie Smith In this quarterly update, Portfolio Manager Rory Hunter and Assistant Portfolio Manager Sophie Smith unpack the fund's standout Q2 performance. They explore the key drivers behind the 16.5% quarterly return, including strategic exposure to metals such as tungsten and copper, strong performance from telco holdings, and se...