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7% Returns, Falling Rates & Portfolio Positioning for 2025

7% Returns, Falling Rates & Portfolio Positioning for 2025

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.

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SGH Enhanced Income Trust: September 2024 Quarter Update with Stratton Bell

SGH Enhanced Income Trust: September 2024 Quarter Update with Stratton Bell

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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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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SGH Enhanced Income Trust - Quarterly Update

SGH Enhanced Income Trust – Quarterly Update

December 2023 quarter What were the key performance drivers for the SGH Enhanced Income Trust? In the December quarter, we...

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