SGH High Conviction Fund A high conviction, active Australian equity fund that invests in a concentrated portfolio of between 15 to 30 ASX listed companies. ICE Fund A unique Australian equity fund that aims to invest in ASX listed franchise companies (primarily small & mid caps) 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. SGH Medical Technology Fund A portfolio of medical technology companies where innovation plays a crucial role.

SGH Australian Small Companies Fund A high conviction actively managed Australian and New Zealand equity portfolio managed using a bottom-up approach with little reference to the benchmark.

Morgan Stanley Global Quality Select Fund The Fund offers a high-quality approach to ESG investing. The Fund has a low carbon impact and scores well on environmental, social and governance (ESG) factors, as measured by third parties, such as MSCI ESG, relative to broad equity indices such as the MSCI World Index. IMC Global Small Companies Fund The Fund aims to deliver consistent alpha using its Informed Momentum® approach, investing in stocks within the MSCI ACWI Small Cap Index (ex-Australia) across 47 developed and emerging Markets.

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.

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. LaSalle Concentrated Global Property Fund M Series (Unhedged) A fund that mirrors the SGH LaSalle Concentrated Global Property Fund and differs in that it is unhedged and in its performance fee structure.

SGH Enhanced Income Trust The Trust is designed to provide a quarterly income stream and medium to long-term capital growth potential and seeks to outperform the Bloomberg AusBond Bank Bill Index (BAUBIL) plus 1% after fees over a rolling 12 month period.

SGH Opportunities Fund Designed to provide medium to long-term capital growth potential and seeks to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling 3 to 5 year periods after taking into account trust fees and expenses.

Closed Funds