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High-conviction, active management investment strategies
SGHiscock Investment Management is an award-winning Australian investment manager specialising in high-conviction, actively managed portfolios designed to deliver strong long-term investment outcomes.
We offer a broad range of investment strategies and styles to meet the needs of a diverse investor base. As experienced active fund managers, we apply a disciplined, multi-layered investment process that combines in-depth analysis across sectors and industries. This approach enables us to identify compelling investment opportunities and aim to outperform market benchmarks over time.
Our experienced investment team is passionate about achieving superior investment performance. Through rigorous research, deep market insight, and a high-conviction approach, we construct actively managed portfolios focused on generating alpha for our investors.
For more than 25 years, SGHiscock Investment Management has put clients first. Our directors, staff, and associates are owners of the business, ensuring strong alignment with our investors. We believe that when our clients succeed, we succeed.
We’re side by side with our investors – we invest for them and alongside them. We’re significant investors in our own funds, and for many of us, it’s the majority of our investments.
Empowering investors to reach financial success
SGHiscock Investment Management is dedicated to delivering alpha-generating investment strategies for Australian investors. We offer a comprehensive range of investment funds, managed both in-house and in partnership with globally recognised investment managers, providing investors with access to high-quality expertise across markets.
At SGHiscock Investment Management, we are passionate about empowering investors to achieve their long-term financial goals through informed, high-quality investment decisions. Our highly experienced investment team continuously evaluates evolving market conditions, enabling us to adapt quickly and act decisively to capitalise on investment opportunities.
Our investment funds
Our diverse suite of investment strategies spans Australian and global equities, REITs, income strategies, and multi-asset investments. These strategies cover a wide range of market segments, from large-cap to small-cap equities and from developed to emerging markets, enabling investors to build diversified portfolios aligned with their objectives.
Strategic, world-class partnerships
At SGHiscock Investment Management, our success is built on strong partnerships and a commitment to delivering long-term value for investors. Through the SGH Partnership Program, we extend our investment capabilities beyond Australian markets, connecting investors with high-quality, globally diversified investment opportunities. Our trusted partners include some of the world’s most respected fund managers.
Bespoke individual portfolios
SGHiscock Investment Management delivers customised portfolio management and private wealth solutions through the SGH Individual Portfolios team, providing tailored investment strategies for faith-based organisations, charities, high-net-worth individuals, self-managed superannuation funds (SMSFs), family offices, trusts and corporate investors.
Our personalised portfolio management and private wealth service enables clients to confidently delegate investment decision-making to our experienced investment specialists, while retaining full ownership, transparency, and oversight of their assets. We take a highly client-centric approach to wealth management, ensuring each portfolio is carefully aligned with our clients’ long-term financial objectives, risk profiles, and ethical, faith-based, or combined investment principles.
Frequently asked questions
Everything you need to know about our funds and services.
How do I contact SGHiscock Investment Management?
Please choose from the following, dependent on your enquiry:
General enquiries
P: 03 9612 4600
E: enquiries@sghiscock.com.auDistribution Team
P: 1300 555 511
E: bdm@sghiscock.com.auApex Fund Services (Unit Registry)
P: 1300 133 451
E: SGHinvestorservices@apexgroup.comSGH Individual Portfolios enquiries
P: 03 9981 3300
E: individualportfolios@sghiscock.com.auAberdeen Funds Client Service
P: 1800 636 888 (+61 3 9612 4646 for calls outside Australia or New Zealand)
E: clientservice@sghiscock.com.auHow can I invest in SGHiscock Investment Management Funds?
To invest in any one of our funds, view our investment funds..
How can I stay up-to-date with investments?
To stay updated with a funds’ performance, navigate to the funds via the menu and select “Monthly Factsheet”. This document contains a range of information about the fund, including commentary, performance and outlook. To receive this automatically, subscribe to our communications.
How do I access forms?
To access our range of forms for investment, change of details or redemption, view our forms.
Can I invest in SGHiscock Investment Management funds directly?
Yes – to do this you will need to read the relevant PDS/IM, accompanying Reference Guide/Additional Information Booklet, TMD and complete and submit the relevant form. These can be found by navigating to the fund page.
How can I find more information about a fund?
You can access any of SGHiscock Investment Management’s funds by viewing our investment funds. The fund page will provide you with a range of information, including factsheet, fees and costs, fund objective and strategy, performance insights, and important documents. You may also wish to join one of our informative webinars which we regularly provide to our clients. To do this, subscribe to our communications hub.
How are SGH Individual Portfolios different from a managed fund?
SGH Individual Portfolios are tailored specifically to you and form part of SGH’s private wealth offering. Unlike a managed fund where investors pool their money and hold units in a single portfolio, you directly own the individual securities in your account. This provides greater flexibility, transparency and tax awareness, while benefiting from the active management and research capability of SGH’s investment team. To learn more, view our Individual Portfolios.
How do I get started with an SGH Individual Portfolio?
To establish an SGH Individual Portfolio, or make changes to an existing account, please contact:
David Doolan or Fiona Hilbert
P: 03 9981 3300
E: individualportfolios@sghiscock.com.auAs part of our private wealth service, we will guide you through the onboarding process, discuss your objectives and preferences, and outline the next steps to implement your tailored investment strategy.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
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