SGH Medical Technology Fund
The Fund seeks to deliver long-term capital growth by investing in a diversified portfolio of medical technology and healthcare innovation companies.
Fund overview
Fund overview
Fund overview
Fund overview
The SGH Medical Technology Fund seeks to deliver long-term capital growth by investing in a diversified portfolio of medical technology and healthcare innovation companies.
The Fund provides exposure to structural growth drivers including ageing populations, rising healthcare demand, and rapid advances in medical innovation. Investments span biotechnology, pharmaceuticals, medical devices, digital health, and medical robotics, with selective exposure to unlisted and pre-IPO opportunities.
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
The SGH Medical Technology Fund seeks to deliver long-term capital growth by investing in a diversified portfolio of medical technology and healthcare innovation companies.
The Fund provides exposure to structural growth drivers including ageing populations, rising healthcare demand, and rapid advances in medical innovation. Investments span biotechnology, pharmaceuticals, medical devices, digital health, and medical robotics, with selective exposure to unlisted and pre-IPO opportunities.
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
Fund overview
At a glance
At a glance
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | ENTRY | NAV | EXIT | DATE | HISTORY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.53% | -5.28% | -21.92% | -26.37% | -8.52% | -9.12% | - | - | $0.6411 | $0.6389 | $0.6367 | 07/08/2026 |
At a glance
At a glance
At a glance
At a glance
At a glance
At a glance
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.53% | -5.28% | -21.92% | -26.37% | -8.52% | -9.12% | - | - | $0.6411 | $0.6389 | $0.6367 | 07/08/2026 |
Performance
Performance
Performance
Performance
Performance
Performance
Investment Strategy
The Fund employs a high-conviction, active investment approach focused on identifying companies with strong long-term growth potential driven by innovation, competitive advantage, and scalable business models.
Stock selection is based on three core pillars:
- Valuation discipline – identifying mispriced growth opportunities across the medical technology spectrum
- Quality assessment – evaluating management capability, industry structure, intellectual property strength, and competitive positioning
- Behavioural insights – assessing market sentiment and timing to optimise entry and exit points
The portfolio is constructed across a spectrum of company maturity:
Mature Growth
Established companies with commercialised products, consistent revenue generation, and strong market positions. These businesses typically benefit from durable competitive advantages and high barriers to entry.
Developing Growth
Companies with disruptive intellectual property progressing through late-stage clinical trials or early commercialisation. These businesses are expanding market access and transitioning toward sustainable revenue generation.
Seed / Early Stage
Innovative companies focused on drug discovery, clinical development, or breakthrough technologies. These investments offer asymmetric upside potential but carry higher risk.
Unlisted & Pre-IPO Opportunities
Select exposure to private companies, typically within Seed or Developing Growth stages, enabling early access to emerging technologies prior to public market entry.
ESG considerations, including medical ethics, are integrated into the investment process.
Investment Parameters
The following investment and portfolio construction guidelines apply to the Fund:
- The Fund invests predominantly in medical technology companies listed on the Australian Securities Exchange (ASX)
- International investments are limited to a maximum of 30% of the portfolio
- Unlisted and pre-IPO companies may represent up to 20% of the portfolio
- The portfolio will hold a minimum of 40 stocks, with no maximum number of holdings
- Cash holdings are capped at a maximum of 20% of the portfolio
- Exposure to any single company is limited to no more than 10% of the portfolio’s market value
- The Fund may not acquire more than 10% of a company’s issued capital
- The Fund is not permitted to use gearing or derivatives
- The Fund may borrow up to 5% of net asset value (NAV) solely to meet redemption requests
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Research Ratings
Awards
Awards
Awards
Awards
Awards
Awards
Awards
Awards
Investment Team
Funds 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.
Funds 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
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.
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
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.