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SGH LaSalle Global Property Rich Fund

An actively managed portfolio that invests primarily in global listed property securities (GREITs), which are considered by the Investment Manager to have a lower risk profile than the broader property securities universe.

At a Glance

APIR code ETL0394AU mFund code SHF06 Minimum investment $20,000 Management cost 0.98% Distributions per annum 2 Commencement date 29/01/2014 Asset class Property Benchmark FTSE EPRA/NAREIT Developed Rental Index $A hedged (ex Australia) (Net of Withholding Tax)
Investment objective The Fund seeks to provide total return through long-term capital appreciation and current income by investing primarily in equity and equity-related securities issued by international property companies. It provides investors exposure to attributes of property ownership along with liquidity offered by tradable securities. The Fund focuses on core property companies, which are considered by the Investment Manager to have a lower risk profile than the broader universe of property securities. Please note the investment objective is not intended to be a forecast. It is only an indication of what the investment strategy aims to achieve. Monthly fact sheet Download Annual report Download
Please refer to the current PDS and reference guide for further details including any additional fees that may be applicable.

At a Glance

Fund data is currently unavailable
Please refer to the current PDS and reference guide for further details including any additional fees that may be applicable.

Investment strategy

LaSalle Investment Management Securities, LLC (LaSalle) utilizes a value-oriented investment discipline with regard for the fundamental outlook. LaSalle believes that, while the performance of the overall real estate sector is influenced by a number of factors, the relative performance of individual entities is primarily driven by the performance of their underlying assets and management’s ability to create value through property management, acquisitions, new development, value-added asset management strategies, and financial management.

The investments held by the fund derive a bulk of their income from property rental income. The portfolio seeks to manage risk by narrowing the property securities investment universe through a proprietary process that focuses on securities of companies the portfolio management team considers to have lower leverage, lower business risk, and/or lower-risk property types while maintaining an appropriate level of geographic and property sector diversification.

The overall investment manager is SG Hiscock who is responsible for the currency management. The management of the international securities selection is sub-delegated to LaSalle.

Investment parameters

SGH and LaSalle will use the following guidelines when selecting investments for the fund:

  • Invest at least 80% of the fund in global listed securities.
  • The international currency exposure is to be hedged back into Australian dollars.
  • The maximum cash allocation of 7.5%

Performance as at 31 January 2018. Powered by data from Financial Express. For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns.
Performance
Performance 1M 3M 6M 1Y 3Y 5Y 7Y 10Y Entry Nav Exit Date History
MOREBACK
Fund Name -3.83% 1.00% -0.55% 0.92% 1.64% - - - $1.0237 $1.0211 $1.0185 22/02/2018

How to invest

1. Download and read PDS and reference guide PDS Download
2. Complete application form Reference guide Download
3. Send application form to Mainstream Fund Services Unit Registry Application form Download

Research ratings

Investment team

Stephen Hiscock Chairman & Managing Director Stephen Hiscock has had a long, illustrious career in investment management – spanning 28 years. Before establishing SG Hiscock &… Grant Berry Director & Portfolio Manager Grant Berry joined SG Hiscock & Company back in 2002 as one of the founding principals. He is a Director… Mario Saccoccio Portfolio Manager Mario Saccoccio joined the company in 2011 and brings over 18 years’ experience to his role of Portfolio Manager. Prior… Malcolm Ellis Assistant Portfolio Manager As Assistant Portfolio Manager at SG Hiscock, Malcolm Ellis’ primary responsibilities are the analysis of trusts, portfolio modeling and currency…

Funds Distribution team

Eliza Weaving National Distribution Manager Mani Papakonstantinos Distribution Manager - Institutional & Retail Paul Sleiman Distribution Manager

The retail distribution and marketing for our funds was transitioned in-house in February 2016. As a result of this we welcomed an experienced team from Equity Trustees, bringing with them expertise in dealing with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.