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Momentum and quality are key factors in an optimised portfolio

Momentum and quality are key factors in an optimised portfolio

Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important factors that drive returns.

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SGH Property Income Fund - June Quarterly Update

SGH Property Income Fund – June Quarterly Update

The SGH Property Income Fund is about investing in quality real estate for income.

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EAM Global Small Companies Fund now available on HUB24, Praemium, Powerwrap and Mason Stevens platforms

EAM Global Small Companies Fund now available on HUB24, Praemium, Powerwrap and Mason Stevens platforms

The EAM Global Small Companies Fund has been added to the HUB24 platform, giving investors greater access to opportunities in global small cap companies. It is the fourth platform that the fund has been listed on since it was launched in Australia late last year, following Praemium, Powerwrap and Mason Stevens.

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SGH Medical Technology Fund - Quarterly Update

SGH Medical Technology Fund – Quarterly Update

We've seen some quite positive market sentiment in the broader market over the month, which led to an increased capital markets activity and some of those smaller stocks in the healthcare sector have started to look to patch up their balance sheet and looking to raise capital on some quite favourable returns.

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ICE Fund - Quarterly Update

ICE Fund – Quarterly Update

March 2024 Quarter Update, Roger Walling* The ICE Fund had an excellent quarter in March as the fund returned 11.5%...

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SGH Enhanced Income Trust - Quarterly Update

SGH Enhanced Income Trust – Quarterly Update

The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after fees of 6%.

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EAM Global Small Companies Fund - Quarterly Update

EAM Global Small Companies Fund – Quarterly Update

The EAM Global Small Companies Fund had strong absolute and relative performance in the March quarter of 2024, as our informed momentum process and momentum itself staged quite a comeback from 2023.

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SGH LaSalle Concentrated Global Property Fund - Quarterly Update

SGH LaSalle Concentrated Global Property Fund – Quarterly Update

SGH LaSalle Concentrated Global Property Fund was flat to the index for the quarter.

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SGH Property Income Fund - Quarterly Update

SGH Property Income Fund – Quarterly Update

SGH Property Income Fund had a good March quarter, extending performance from the prior quarter, which was also good. Alot went on over the quarter.

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SGH High Conviction Fund - Quarterly Update

SGH High Conviction Fund – Quarterly Update

March quarter performance and key drivers* It was another strong quarter in terms of equity market performance with the ASX...

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SGH High Conviction Fund - Quarterly Update

SGH High Conviction Fund – Quarterly Update

December 2023, Hamish Tadgell What were the key performance drivers for the SGH High Conviction Fund during the December quarter?...

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EAM Global Small Companies Fund - Quarterly Update

EAM Global Small Companies Fund – Quarterly Update

What were the key drivers for the EAM Global Small Companies portfolio in the December Quarter 2023? When we look...

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ICE Fund - Quarterly Update

ICE Fund – Quarterly Update

December 2023 Quarter What were the key drivers of the ICE Fund performance during the December quarter of 2023? The...

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SGH Medical Technology Fund - Quarterly Update

SGH Medical Technology Fund – Quarterly Update

December quarter 2023 Key performance drivers for the SGH Medical Technology Fund in the December quarter? For the SGH Medical...

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SGH Property Income Fund - Quarterly Update

SGH Property Income Fund – Quarterly Update

December quarter 2023 Key drivers for the SGH Property Income Portfolio performance in the December quarter of 2023? Last quarter...

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SGH LaSalle Concentrated Global Property Fund - Quarterly Update

SGH LaSalle Concentrated Global Property Fund – Quarterly Update

December quarter 2023 What were the key drivers for the portfolio in the December quarter? Markets were volatile in the...

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LaSalle and SGH win 2023 Zenith Fund Award

LaSalle and SGH win 2023 Zenith Fund Award

Global real estate securities firm LaSalle Investment Management (LaSalle) in partnership with Australian fund manager SG Hiscock and Company (SGH), have won the Global Real Estate Investment award for its SGH LaSalle Concentrated Global Property Fund, at the 2023 Zenith Fund Awards.

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SG Hiscock & Company launches global small companies fund with EAM Global Investors

SG Hiscock & Company launches global small companies fund with EAM Global Investors

SG Hiscock & Company Limited (SGH) in partnership with US-based asset manager, EAM Global Investors LLC (EAM) has launched the...

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