SGH High Conviction Fund (previously SGH20) A high conviction, active Australian equity fund that invests in a concentrated portfolio of between 15 to 30 ASX listed companies. SGH Australia Plus Fund A high-conviction Australian equity fund that primarily invests in ASX listed stocks with the option to allocate up to 20% of the portfolio in Asian stocks.
SGH ICE A unique Australian equity fund that aims to invest in ASX listed franchise companies with a sustainable competitive edge. SGH Emerging Companies Fund A fund that primarily invests in ASX listed companies with a market capitalisation of less than $500M. This fund is SIV-compliant.
Morgan Stanley Global Quality Fund This fund invests in High Quality companies that have the ability to consistently compound shareholder returns over time. Morgan Stanley Global Sustain Fund This fund uses a similar methodology to the Quality strategy, with a strong ESG focus, emphasising a low carbon footprint, and excludes tobacco, gaming, adult entertainment, weapons, bulk commodities, fossil fuels, and gas / electrical utilities.
Property securities - Australian REITs
SGH Property Income Fund A fund that primarily invests in Australian listed property securities that typically derive the bulk of their earnings from rental property income. SG Hiscock Property Fund A fund that provides diversified exposure to Australian property and infrastructure assets by primarily investing in Australian listed property securities. This fund is SIV-compliant.
Property securities - Global REITs
SGH LaSalle Global Listed Property Securities Fund A fund that invests in global property securities and real estate companies, listed on world stock exchanges in US, Canada, Western Europe, Asia and Australia. SGH LaSalle Concentrated Global Property Fund A fund that invests in a concentrated portfolio of 10-20 stocks comprised of listed property securities and real estate operating companies.