For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.

SGH Property Income Fund’s December quarter update - key market trends, portfolio performance, and strategic adjustments in response to rising bond yields, REIT valuations, and sector-specific opportunities. Learn how we are positioning our portfolio for long-term income stability.

David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful...

Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio moves. Discover their take on bank valuations, resource sector opportunities, and strategies for navigating market concentration risks. Stay informed with this in-depth market update.

SGH Enhanced Income Trust navigates shifting interest rates and market volatility in December Quarter to deliver strong returns. Watch the video to her from Stratton Bell why fixed income remains a compelling investment in a changing rate environment.

The performance of the EAM Global Small Companies Fund in the December quarter was very strong, both in absolute and in a relative sense, in Australian dollar terms was up a little over 11%, beating the index by 258 basis points.

The global capital markets experienced a big reversal between the last two quarters. After flying high previously, REITs sold off last week. Aggressive Fed rate cuts and US election results bolstered the outlook for the US economy and sent long-term interest rates higher. This weighed on REITs, particularly those outside the US, after they performed strongly in the previous quarter.

The modern REIT period has seen three “golden eras” of REIT investing, which have been characterised by either a dramatic growth in the REIT market or outsized investment returns versus other asset classes, or both. And we are starting to see signs of the fourth ‘golden’ era emerge.

Discover insurance industry trends in premiums, brokers, and tech with insights to navigate 2024’s market changes.

Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.

The SGH LaSalle Concentrated Global Property Fund celebrates 5 years of market success, ranked #1 in Morningstar’s real estate fund category.

the year to date has been strong through September where our portfolio is up over 16 percent in The benchmark up a little bit over 9 percent, or about 700 basis points of excess return

The fund had a strong performance for the September quarter, up 6.5% net of fees. The fund has historically offered very strong downside protection and it's not unusual for the fund to underperform in very strong markets.

compared to the MSCI World Index, Consumer Staples is now at a near 25-year low in terms of relative valuation and its lowest weight in the index this century.

The SGH LaSalle Concentrated Global Property Fund performed strongly in this rally, outperforming by about 250 basis points and up over 16% in the quarter.

Over the last 12 months, the SGH High Conviction Fund has returned about 22%, adding 7.4% during the September quarter.

For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.

The SGH Australian Small Companies Fund outperformed the benchmark by 2.5% net of fees over the September quarter. The fund delivered net returns of 9%, outperforming the Small Ordinaries Accumulation Index, which delivered returns of 6.5%.