SGH Micro Cap Fund
An actively managed portfolio that primarily invests in ASX listed companies with a market capitalisation of less than $500M, with a predominate focus on companies with a market capitalisation of less than $100M. This fund complies with the Significant Investor Visa Complying Investment Framework that commenced on 1 July 2015.
At a Glance
This fund is designed to provide medium to long-term capital growth, by primarily investing in companies that have a market capitalisation of less than $100M at the time of purchase. Our investment philosophy is based on the belief that the market incorrectly prices emerging companies due to limited research, lower liquidity, and limited history. SG Hiscock’s investment approach is style neutral and is based on a three-stage value-active investment process which takes into account fundamental security analysis, qualitative assessment of company management and industry structure, and technical analysis.
SG Hiscock will use the following guidelines when selecting investments for the fund:
- A minimum of 20 stocks
- A maximum cash allocation of 20%
- Up to 20% of the fund’s net assets can be invested in unlisted companies
- Up to 30% of the fund’s net assets can be in companies whose market capitalisations have grown above $500M after they were first purchased
- No further purchase can be made to any individual securities that exceed 10% of the fund’s net assets
Performance as at 31 March 2017. Powered by data from Financial Express. For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns.
Funds Distribution team
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.