The SGH Fund Update

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...

Q2 2025 SGH Property Income Fund Update – with Grant Berry, Portfolio Manager of the SGH Property Income Fund In this quarterly fund update, Grant Berry recaps the Q2 2025 performance and highlights key drivers behind the fund's solid return. He discusses positive AREIT valuation updates, bond yield movements, and the impact of two rate cuts during the quarter. Grant also outlines portfolio ad...

Q2 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio Manager In this quarterly update, David Chen recaps the Q2 2025 performance and breaks down the market conditions driving results across both trusts. He covers equity strength, falling bond yields, and resilient credit spreads, explaining how the portfolio is positioned defensively while remaining adaptable to nea...

Q2 2025 Enhanced Income Trust Update – with Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust In this SGH Enhanced Income Trust update, Stratton Bell recaps the Q2 2025 performance and explains the key market forces that shaped the quarter. He covers the impact of widening credit spreads, shifting rate expectations, and the RBA’s May cut, while outlining how the portfolio is positi...

Q2 2025 SGH LaSalle Concentrated Global Property Fund Update – with Matt Sgrizzi, Portfolio Manager of the SGH LaSalle Concentrated Global Property Fund. In this SGH LaSalle fund update, Matt Sgrizzi breaks down Q2 performance, portfolio changes, and where the team is finding compelling value across global REITs. He highlights shifts into life science offices and healthcare, explains the rationale...

Quarterly fund update with Roger Walling, Portfolio Manager of the ICE Fund. In this ICE Fund update, Roger Walling recaps the June quarter, highlighting strong contributors like Catapult, Tasmea, and Life360. He also explains the rationale behind exiting Monash IVF, recent portfolio additions, and why franchise strength, pricing power, and sticky customers remain central to the fund's approac...

Quarterly fund update with Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund. Global small caps rebounded in the June quarter, with emerging markets and cyclical sectors leading the way. In this latest quarterly IMC fund update, Travis breaks down the key drivers of performance, standout stock stories (including...

SGH Opportunities Fund Update - March 2025   March was anything but quiet for markets — and the SGH Opportunities Fund remained active, selective, and focused on valuation. In this monthly update, Portfolio Manager Rory Hunter and Sophie Smith , Investment Analyst, walk through how the Fund delivered +0.5% for the month — outperformingthe benchmark by more than 4% — and repositioned to capture eme...

In this episode, SGH Opportunities Fund Monthly Update with Rory Hunter and Sophie Smith , we discuss February's market volatility, small-cap performance, key economic trends, and standout stock movements. Despite broader market declines, our portfolio delivered positive returns, significantly outperforming the Small Ordinaries Accumulation Index. The episode was recorded on March 4, 2025 . 📌...