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 their SGH LaSalle Concentrated Global Property Fund, at the 2023 Zenith Fund Awards.
The fund is distributed exclusively in Australia by SGH. The fund is an actively managed portfolio that invests primarily in global real estate investment trusts (GREITs) and real estate operating companies (REOCs). The fund seeks to provide total return through long-term capital appreciation and rental income.
Chief investment officer at LaSalle and lead portfolio manager for the fund, Matt Sgrizzi, said the win reflects the fund’s strong performance over the long term, and its investment process which is a testament to the calibre of the investment team.
“We’re fortunate to have a highly credentialed team which gives us the ability to identify good opportunities in the market and capitalise on assets with untapped potential.
“Our approach gives investors access to the benefits of global diversification given an investible universe spanning both Australian and international securities.
“Winning this accolade acknowledges both the skills and expertise of our investment, together with a strong distribution network made possible through our partnership with SGH,” said Mr Sgrizzi.
The 2023 Zenith Fund Awards recognise and encourage excellence in funds management across all asset classes and disciplines. The awards aim to raise the standard of funds management in the local market, to the benefit of institutional, wholesale and retail investors.
The winners are selected based on long-term factors derived from Zenith’s research and due diligence process. Quantitative aspects of the funds longer-term returns to investors are examined, in addition to other factors including the organisation and investment team strength, investment philosophy, security valuation and selection, portfolio construction, risk management, and fees.
The win co-incides with the 20th anniversary of the partnership between LaSalle and SGH, with the alliance forming in October 2003.
DISCLAIMER: Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/
