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SGHiscock wins at the 2026 Financial Newswire, SQM Research Fund Manager of the Year Awards!

SGHiscock Investment Management is delighted to announce that we have…

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September 2026: Better than Feared

In episode #26 of The Active Investor with SGH –…

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Latest News
More insights
SGHiscock wins at the 2026 Financial Newswire, SQM Research Fund Manager of the Year Awards!

SGHiscock Investment Management is delighted to announce that we have…

Read post
September 2026: Better than Feared

In episode #26 of The Active Investor with SGH –…

Read post
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SGH ARI Resources Fund

The SGH ARI Resources Fund is a high-conviction global resources fund providing exposure to commodities such as gold, copper uranium and critical minerals.

sgh ari resources

Fund overview

The Fund is a high-conviction global resources fund, providing investors with diversified exposure to commodities such as gold, copper, uranium and critical minerals, including exposure outside of traditional large-cap resource holdings. The Fund combines a top-down thematic approach — targeting commodities with structural supply deficits and macro tailwinds — with rigorous bottom-up stock selection to identify companies positioned to benefit from major corporate activity.

Note: For Wholesale Investors Only

Fund overview

Fund overview

Fund overview

Fund overview

Fund overview

Fund overview

Fund overview

Fund overview

At a glance

At a glance

At a glance

At a glance

APIR code
EVO4872AU
mFund code
-
Minimum investment
$25,000
Management cost
-
Distributions per annum
0
Commencement date
01/11/2021
Asset class
Commodity/Energy
Benchmark
-
Investment objective
The Fund aims to provide investors with outsized investment returns by investing in global listed and unlisted natural resources companies and projects

At a glance

1M 3M 6M 1Y 3Y 5Y 7Y 10Y ENTRY NAV EXIT DATE HISTORY
- -16.73% -27.86% 15.10% 17.39% - - - $1.6550 - $1.6451 31/07/2026

Performance

Performance

Performance

Performance

APIR code
EVO4872AU
mFund code
-
Minimum investment
$25,000
Management cost
-
Distributions per annum
0
Commencement date
01/11/2021
Asset class
Commodity/Energy
Benchmark
-
Investment objective
The Fund aims to provide investors with outsized investment returns by investing in global listed and unlisted natural resources companies and projects

Performance

Performance as at 31 August 2026. Powered by data from Financial Express. For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns.

1M 3M 6M 1Y 3Y 5Y 7Y 10Y ENTRY NAV EXIT DATE HISTORY
- -16.73% -27.86% 15.10% 17.39% - - - $1.6550 - $1.6451 31/07/2026

Research Ratings

Research Ratings

Research Ratings

Research Ratings

Research Ratings

Awards

Awards

Awards

Awards

Awards

Our Specialists

Our Specialists

Investment Team

Stephen Gorenstein

Stephen Gorenstein

Portfolio Manager
Dominic Murphy

Dominic Murphy

Investment Analyst
Our Specialists

Funds Distribution Team

Anthony Cochran

Anthony Cochran

Head of Distribution
Phone
Alastair McKibbin

Alastair McKibbin

Head of Research and Consultants
Phone
Matthew Potter

Matthew Potter

Senior Investment Specialist
Phone
Jason Smit

Jason Smit

Business Development Manager
Phone
Nick Simpson

Nick Simpson

Business Intelligence & Data Manager
Phone
Fiona Lamb

Fiona Lamb

Business Development Executive
Phone
Our Specialists

Our Specialists

Our Specialists

Our team is responsible for the retail distribution and marketing for our funds and have expertise 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.

Our Specialists

Investment Team

Our team is responsible for the retail distribution and marketing for our funds and have expertise 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.

Stephen Gorenstein

Stephen Gorenstein

Portfolio Manager
Dominic Murphy

Dominic Murphy

Investment Analyst
Our Specialists

Funds Distribution Team

Our team is responsible for the retail distribution and marketing for our funds and have expertise 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.

Anthony Cochran

Anthony Cochran

Head of Distribution
Alastair McKibbin

Alastair McKibbin

Head of Research and Consultants
Matthew Potter

Matthew Potter

Senior Investment Specialist
Jason Smit

Jason Smit

Business Development Manager
Nick Simpson

Nick Simpson

Business Intelligence & Data Manager
Fiona Lamb

Fiona Lamb

Business Development Executive
Our Specialists

Our team is responsible for the retail distribution and marketing for our funds and have expertise 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.

Our Specialists

Our team is responsible for the retail distribution and marketing for our funds and have expertise 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.

Fund Resources

Investment Guides & Information

How to invest
Fund Resources

Investment Guides & Information

Monthly Factsheet
Fund Resources

Investment Guides & Information

Information Memorandum

Need some help?

Get in touch if you require further information or support on the fund.