Disclaimers and Disclosures
The content provided in this podcast and other forms of audio content is for general informational purposes only, and does not constitute financial, investment, or professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Neither SG Hiscock and Company (SGH), Equity Trustees Limited (EQT), Melbourne Securities Limited (MSC) nor any of its related parties provide any warranty of accuracy.
The views and opinions expressed by the hosts and guests are their own and may not reflect the views of SGH, EQT or MSC. While we strive to provide accurate and timely information, we do not guarantee the completeness, accuracy or reliability of the information presented.
To the best of our knowledge, the information presented by the hosts and guests is current at the time of publishing.
Listeners should seek advice from a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results, and all investments involve risk. SGH, EQT and MSC do not accept any liability nor are they responsible for any losses or damages that may occur from relying on the content provided in this podcast. SGH, EQT and MSC does not guarantee the repayment of capital or income invested in the Funds.
We strongly encourage you to make your own enquiries before making investment decisions. Please refer to the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) found on our website (https://sghiscock.com.au/). SGH, EQT, MSC and their related entities are not liable for any direct or indirect losses attributed to omissions or out of date, inaccurate or incomplete information.
By listening to this podcast, you acknowledge and agree to these terms.
SGH holds an AFSL 240679 and has authorised this podcast. The services the company may provide and to whom its services can be provided can be found at www.sghiscock.com.au.
Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the following funds:
SGH Property Income Fund (ETL0376AU)
SGH High Conviction Fund (ETL0042AU)
SGH Emerging Companies Fund (ETL0375AU)
SGH Medical Technology Fund (ETL2825AU)
SGH Opportunities Fund (DMP6133AU)
ICE Fund (ETL0062AU)
Morgan Stanley Global Sustain Fund (Unhedged: ETL9199AU; Hedged: ETL5365AU)
EAM Global Small Companies Fund (ETL1755AU)
SGH LaSalle Concentrated Global Property Fund (ETL0394AU)
SGH LaSalle Global Listed Property Securities Fund (ETL0005AU)
Melbourne Securities Corporation Limited (ACN 160 326 545 AFSL 428289), is the Responsible Entity for the following funds:
SGH Ex-20 Australian Equities Fund (CRS0003AU)
SGH Australian Small Companies Fund (CSA0131AU)
Abrdn Oceania Pty Ltd ABN 35 666 571 268 Corporate Authorised Representative Number 001304153, is the Fund Manager and Melbourne Securities Corporation Limited (ACN 160 326 545 AFSL 428289) is the Responsible Entity of the following funds:
Abrdn Funds
abrdn Multi-Asset Real Return Fund (CRS0002AU)
abrdn Multi-Asset Income Fund (CRS0001AU)
abrdn Sustainable Asian Opportunities Fund (EQI0028AU)
abrdn Sustainable Asian Opportunities Active ETF (Managed Fund) (EQI7996AU)
abrdn Sustainable Emerging Opportunities Fund (ETL0032AU)
abrdn Sustainable International Equities Fund (CRS0005AU)
abrdn International Equity Fund (EQI0015AU)
abrdn Global Corporate Bond Fund (ETL0132AU)
SGH Individual Portfolios
Individual Accounts
Family Office
Charitable Organisations
CCI Asset Management (acquired by SGH in APRIL 2024)
Catholic Values Trust
Income Trust
Morningstar
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under license from ASX Operations Pty Ltd ACN 004 523 782