The SGH Fund Update

SG Hiscock & Company

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Updates for SGH investment strategies

6D AGO

Catholic Values Trust & Income Trust - March Quarter 2026

In this quarterly update, David Chen, Portfolio Manager of Catholic Values Trust & Income Trust, outlines how rising inflation, interest rates and geopolitical tensions drove market volatility, highlighting the benefits of a defensive, actively managed and Catholic values-based investment approach. For more information, please visit the ⁠Catholic Values Trust⁠ and ⁠Income Trust⁠ pages. Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠⁠ This trust update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the Catholic Values Trust and Income Trust. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Information Memorandum before making a decision about whether to invest in this product. Follow the link for the full disclaimer: ⁠https://sghiscock.com.au/podcast-disclosures-and-disclaimers/⁠.

5 min
APR 17

SGH LaSalle Concentrated Global Property Fund - March Quarter

SGH LaSalle Concentrated Global Property Fund-March Quarter Update with Portfolio Manager, Paul Meierdierck. In this fund update, Paul outlines how GREITs are performing amidst a volatile market backdrop and where he is seeing value across the UK and Canada across a range of REITs, including cell towers and office. The SGH LaSalle Concentrated Global Property Fund holds 10–20 high-conviction global REITs, targeting durable cash flows, attractive yields, and strong downside protection. For more information about the SGH LaSalle Concentrated Global Property Fund: SGH LaSalle Concentrated Global Property Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the SGH LaSalle Concentrated Global Property Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

6 min
APR 15

SGH Property Income Fund - March Quarter 2026

In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps how the fund performed, and highlights where the fund increased stock weights including Dexus and Junior Group, plus Stockland and Mirvac. For more information about the SGH Property Income Fund: SGH Property Income Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the SGH Property Income Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

11 min
APR 15

SGH High Conviction Fund - March Quarter 2026

March Quarter Update 2026 - SGH High Conviction Fund Update with Portfolio Manager, Hamish Tadgell. In this update Portfolio Manager Hamish Tadgell discusses key contributors and themes. He also covers recent positioning shifts and the impact of AI disruption on high quality stocks. More information about the SGH High Conviction Fund: SGH High Conviction Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the SGH High Conviction Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

12 min
APR 15

ICE Fund - March Quarter 2026

March Quarter 2026 ICE Fund - with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger Walling, Portfolio Manager of the , reviews the March quarter and highlights some outstanding Franchise investments including the Port of Tauranga and Skellerup and details why the team remains focused on identifying franchise businesses with pricing power, strong infrastructure, and sticky customer bases. For more information about the ICE Fund: ICE Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the ICE Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

10 min
APR 15

SGH Opportunities Fund Update - March Quarter 2026

SGH Opportunities Fund March Quarter Update with Portfolio Managers Rory Hunter and, Sophie Smith. In this quarterly update, the SGH Opportunities Fund team recaps the key drivers, including where they are seeing key drivers in resources and medical sectors, plus insights into portfolio positioning, and what the current cycle means for investors. More information on the SGH Opportunities Fund: SGH Opportunities Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the SGH Opportunities Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

9 min
APR 15

IMC Global Small Companies Fund - March Quarter 2026

IMC Global Small Companies Fund - March Quarter 2026 Update with Portfolio Manager, Travis Prentice. In this IMC fund update Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, shares how the fund is seeing real opportunities in global small caps and how the volatile market environment has impacted the strategy. More information about the IMC Global Small Companies Fund: IMC Global Small Companies Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the IMC Global Small Companies Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

7 min
10/29/2025

IMC Global Small Companies Fund - September Quarter 2025

IMC Global Small Companies Fund - September Quarter Update with Portfolio Manager, Travis Prentice. In this IMC fund update for the September Quarter 2025, global small caps bounced back strongly in the US market and among Tech and Industrial sectors. Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, shares how the fund navigated the volatility, where performance was strongest, and why adaptability continues to drive the strategy. More information about the IMC Global Small Companies Fund: IMC Global Small Companies Fund | SG Hiscock & Company Follow us on LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/sg-hiscock-company/⁠⁠⁠⁠⁠⁠⁠ This fund update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Equity Trustees is the responsible entity for the IMC Global Small Companies Fund. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. 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. Follow the link the in the description for the full disclaimer.

7 min

Updates for SGH investment strategies

Creator

SG Hiscock & Company
Years Active

2025 - 2026
Episodes

26
Rating

Clean
Copyright

© SG Hiscock & Company
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The SGH Fund Update