SG Hiscock and Company in the running for four awards at 2023 Fund Manager of the Year Awards
SG Hiscock and Company (SGH) is delighted to announce that four funds have been selected as finalists across two categories at the SQM / Financial Newswire Fund Manager of the Year Awards. The two categories cover Australian Real Estate Investment Trusts (AREITs) and Global Real Estate Investment Trusts (GREITs).
The awards recognise the best of the best across 18 investment categories and consider the fund manager’s ability to create risk-adjusted alpha, outperformance in both rising and falling markets and those who consistently beat their benchmarks.
SG Hiscock and Company Director and Portfolio Manager Grant Berry and Matt Sgrizzi, CIO for LaSalle Investment Management Securities are delighted to see four SGH funds selected, which demonstrates the level of confidence in the respective team’s investment approach, particularly under the challenging market conditions of the past three years.
The SGH difference
SGH’s investment approach to AREITs – involves actively managing the portfolio by providing diversified exposure to Australian property and infrastructure assets by primarily investing in Australian real estate investment trusts (AREITs) that typically derive the bulk of their earnings from rental property earnings. This is the second nomination for SGH’s Property Income Fund this year and follows being a finalist at SQM/Financial Newswire Awards last year.
SGH’s investment approach to GREIT’s is in partnership with LaSalle Investment Management Securities (“LaSalle”) – one of the world’s most experienced real estate securities investment managers. This successful two-decade long relationship with LaSalle, enables SGH to offer two global property value-orientated investment funds in Australia, enabling SGH’s clients to benefit from exposure to global property income and capital returns. The SGH LaSalle Concentrated Global Property Fund was last year’s SQM/Financial Newswire award recipient.
SGH believes its combination of a highly experienced team, strong partnerships, and investing in quality real estate assets across multiple regions is key to achieving consistent returns for investors.
SGH has been nominated for:
SGH wishes to extend the best of luck to all the finalists on the evening!
Disclaimer: SG Hiscock & Company has prepared this article for general information purposes only. It does not contain investment recommendations nor provide investment advice. Neither SG Hiscock & Company nor its related entities, directors or officers guarantees the performance of, or the repayment of capital or income invested in the Funds. Past performance is not necessarily indicative of future performance. Professional investment advice can help you determine your tolerance to risk as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice and to read the relevant Product Disclosure Statement and Target Market Determination, if appropriate, in full before making an investment decision.
SG Hiscock & Company publishes information on this platform that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions for the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.
The SQM Research rating is valid at the time the report was issued, however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for SGH Property Income Fund, SGH LaSalle Global Listed Property Security Fund and SGH LaSalle Concentrated Global Property Fund (“the Funds”). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This article has been prepared by SG Hiscock to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither SG Hiscock, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.
SG Hiscock’s Target Market Determination is available https://sghiscock.com.au/performance/. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
Fidante Partners Limited (ABN 94 002 835 592, AFSL 234 668) is the Responsible Entity and the issuer of interests in the SG Hiscock Property Opportunities Fund, and Fidante Partners Services Limited (ABN 44 119 605 373, AFSL 320 505) is the Responsible Entity of the SG Hiscock Property Fund. SG Hiscock & Company Limited (AFSL 240679, ABN 51 097 263 628) is the investment manager of the Funds. The information provided should be regarded as general information only rather than advice, and does not take into account any person’s objectives, financial situation or needs. For more information on each of these funds or to request a free copy of any PDS and Target Market Determination, please contact the Fidante Partners Investor Services team on 13 51 53, or refer to the Fidante Partners website at www.fidante.com.au. Please also refer to the Financial Service Guide on the Fidante Partners website for further information in regards to Fidante Partners.