SGH Emerging Companies Fund
An actively managed Australian small-cap equity fund investing primarily in ASX-listed companies with a market capitalisation below $500 million.
Fund overview
The fund invests primarily in ASX-listed companies with a market capitalisation below $500 million at the time of purchase, and may include resource exploration companies, early stage bio-tech companies and technology start-ups.
Before deciding whether to invest, investors should carefully read the Fund’s Target Market Determination (TMD) and Product Disclosure Statement (PDS), including all incorporated information. Investors should ensure that the Fund’s features, risks, and investment strategy, as described in the TMD and PDS, align with their investment objectives, financial situation, and needs.
Fund overview
Fund overview
Fund overview
Fund overview
Fund overview
Fund overview
The fund invests primarily in ASX-listed companies with a market capitalisation below $500 million at the time of purchase, and may include resource exploration companies, early stage bio-tech companies and technology start-ups.
Before deciding whether to invest, investors should carefully read the Fund’s Target Market Determination (TMD) and Product Disclosure Statement (PDS), including all incorporated information. Investors should ensure that the Fund’s features, risks, and investment strategy, as described in the TMD and PDS, align with their investment objectives, financial situation, and needs.
Fund overview
Fund overview
Fund overview
Fund overview
Fund overview
Fund overview
Fund overview
SIV-Compliant Investment Funds
The Fund complies with the Significant Investor Visa (SIV) Complying Investment Framework, effective from 1 July 2015.
Investors applying under the SIV program must demonstrate compliance by submitting a signed Declaration Form 1413D as part of their visa application. For further information, or to request a copy of the relevant SIV Declaration Form, please contact the SGH Funds Distribution team.
Fund name – SGH Emerging Companies Fund
APIR Code – ETL0118AU
Investment Category – Emerging Companies Investments
At a glance
At a glance
At a glance
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | ENTRY | NAV | EXIT | DATE | HISTORY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.58% | -10.79% | -18.81% | 8.50% | 5.00% | -1.72% | 5.07% | 7.44% | $5.5253 | $5.5060 | $5.4867 | 07/08/2026 |
At a glance
At a glance
At a glance
At a glance
Performance
Performance
Performance
Performance as at 30 April 2026. Powered by data from Financial Express. For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns.
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | ENTRY | NAV | EXIT | DATE | HISTORY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.58% | -10.79% | -18.81% | 8.50% | 5.00% | -1.72% | 5.07% | 7.44% | $5.5253 | $5.5060 | $5.4867 | 07/08/2026 |
Performance
Performance
Performance
Performance
Investment Strategy
The Fund is designed to deliver medium- to long-term capital growth by primarily investing in emerging Australian companies with a market capitalisation of less than $500 million at the time of purchase. The investment universe may include resource exploration companies, early-stage biotechnology businesses, and technology start-ups.
SGHiscock Investment Management’s investment philosophy is founded on the belief that emerging companies are often mispriced by the market, largely due to agency conflicts and institutional liquidity constraints. The investment approach is style-neutral and implemented through a three-stage, value-active investment process that incorporates:
- Fundamental company analysis
- Qualitative assessment of management capability and industry structure
- Technical analysis to support timing and risk management
SGHiscock Investment Management believes the sub-$500 million market capitalisation segment offers a greater number of attractive stock-selection opportunities, driven by lower levels of institutional competition and stronger growth potential. In addition, the emerging companies universe typically benefits from significant corporate activity, including initial public offerings (IPOs), institutional capital raisings, and mergers and acquisitions, creating enhanced opportunities for outperformance through active management.
Investment Parameters
SGHiscock Investment Management applies the following investment and portfolio construction guidelines when selecting investments for the Fund:
- The portfolio will hold a minimum of 20 stocks, supporting diversification within the emerging companies universe
- Cash holdings are capped at a maximum of 20% of the portfolio
- Up to 20% of the Fund’s net assets may be invested in unlisted companies
- Up to 30% of the Fund’s net assets may be invested in companies whose market capitalisation has grown above $500 million after initial purchase
- Exposure to any single company is limited to a maximum of 10% of the portfolio
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Awards
Awards
Awards
Awards
Awards
Awards
Awards
Investment Team
Distribution Team
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Investment Team
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Adrian Di Mattina
Rory Hunter
Distribution Team
Our team is responsible for the retail distribution and marketing for our funds and have expertise with Financial Advisers, platforms and researchers. Our team of industry professionals have extensive knowledge and resources to support you and your clients with tailored investment solutions. Contact them today to discuss our funds in more detail.
Anthony Cochran
Alastair McKibbin
Matthew Potter
Phil Anderson
Jason Smit
How to invest
How to invest
How to invest
How to invest
How to invest
- Download and read PDS, reference guide and Target Market Determination (TMD).
- Complete additional investment form and send to Apex Fund Services Unit Registry.
- If using BPAY® no form is required. BPAY® Biller Code is 349688. You will need your Customer Reference Number (CRN) which you received from Apex Fund Services.
Please contact Apex Fund Services at 1300 133 451 if you require assistance.
- Download and read PDS, reference guide and Target Market Determination (TMD).
- Submit application form online.
OR
- Download and read PDS, reference guide and Target Market Determination (TMD).
- Complete an application form and send to Apex Fund Services Unit Registry.
How to invest
How to invest
How to invest
How to invest
How to invest
How to invest
How to invest
How to invest
How to invest
Investment Guides & Information
Investment Guides & Information
Investment Guides & Information
Investment Guides & Information
Investment Guides & Information
Investment Guides & Information
Need some help?
Get in touch if you require further information or support on the fund.