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Strong Returns & Small Cap Opportunities – ICE Fund Investment Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman6 February, 2025From Banks to Resources: How We’re Positioning for 2025
Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio…Brent Tuckerman5 February, 2025Resilience and flexibility amid economic uncertainty
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful but fantastic quarter, with several key factors driving Catholic Values…Brent Tuckerman5 February, 20257% 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…Brent Tuckerman4 February, 2025It’s all about Trump (and the US CPI)
Market performances in January were shaped by the response of investors to incoming President Trump’s raft of Executive Orders, the mid-month release of the better-than-expected US December Consumer Price Index (CPI) and,…Brent Tuckerman4 February, 2025Rob Hogg: Out-sized rate cut in the US and rate-cut resistance from the RBA
September witnessed an out-sized rate cut by the US central bank, renewed stimulus measures by Chinese authorities, and continued rate-cut resistance from the Reserve Bank of Australia. We remain optimistic…Brent Tuckerman3 February, 2025SGH Property Income Fund – September 2024 Quarterly Update
The September quarter was a strong quarter for the AREIT sector and, in particular, the SGH Property Income Fund, which delivered a return of around 18% net to our investors.Brent Tuckerman3 February, 2025SGH 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…Brent Tuckerman3 February, 2025SGH LaSalle Concentrated Global Property Fund – September Quarter Update
The SGH LaSalle Concentrated Global Property Fund performed strongly in this rally, outperforming by about 250 basis points and up over 16% in the quarter.Brent Tuckerman3 February, 2025
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