Funds overview

We offer a range of actively managed investment strategies specialising in Australian and global equities, as well as listed property securities, designed to deliver long-term investment outcomes.

Powerful Partnerships

Australian equities

SGH High Conviction Fund

The SGH High Conviction Fund is an actively managed Australian equity fund that invests in a concentrated portfolio of 15 to 30 ASX-listed companies, targeting high-quality businesses where the investment team has strong conviction.

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ICE Fund

The ICE Fund is an actively managed Australian equity fund that invests in ASX-listed franchise companies, primarily small and mid-cap stocks, with a sustainable competitive advantage.

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SGH Emerging Companies Fund

The SGH Emerging Companies Fund is an actively managed Australian small-cap equity fund that primarily invests in ASX-listed companies with a market capitalisation of less than $500 million. The Fund is compliant with the Significant Investor Visa (SIV) Complying Investment Framework.

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SGH Medical Technology Fund

The SGH Medical Technology Fund is an actively managed thematic equity fund that invests in a portfolio of medical technology companies, where innovation plays a critical role in improving healthcare outcomes.

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SGH Australian Small Companies Fund

The SGH Australian Small Companies Fund is an actively managed fund, utilising a bottom-up investment approach that invests in companies outside of the ASX100.

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SGH Opportunities Fund

The SGH Opportunities Fund is designed to provide medium- to long-term capital growth and seeks to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling three- to five-year periods, after taking into account trust fees and expenses. (Wholesale only)

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Global equities

Morgan Stanley Global Quality Select Fund

The Morgan Stanley Global Quality Select Fund is and actively managed global equity fund, investing in the highest quality global companies that exhibit strong environmental, social and governance (ESG) characteristics and maintain low carbon footprints.

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IMC Global Small Companies Fund

The IMC Global Small Companies Fund is an actively managed global small-cap equity fund that seeks to deliver consistent alpha through its proprietary Informed Momentum® investment approach. The Fund invests in companies within the MSCI ACWI Small Cap Index (ex-Australia) across developed and emerging markets worldwide.

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Aberdeen Funds

SGHiscock Investment Management is the exclusive Australian distribution partner of Aberdeen Investments, a global investment management firm dedicated to helping clients plan, save, and invest for the future.

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Australian & Global REITs

SGH Property Income Fund

The SGH Property Income Fund is an actively managed fund that primarily invests in Australian Real Estate Investment Trusts and listed property securities that derive the majority of their earnings from rental property income.

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SGH LaSalle Concentrated Global Property Fund

The SGH LaSalle Concentrated Global Property Fund is an actively managed global property securities fund that invests in a concentrated portfolio of 10 to 20 listed property securities and real estate operating companies (REOCs) worldwide.

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LaSalle Concentrated Global Property Fund M Series (Unhedged)

The LaSalle Concentrated Global Property Fund M Series (Unhedged) mirrors the SGH LaSalle Concentrated Global Property Fund, investing in a concentrated portfolio of global listed property securities and real estate operating companies, but differs in that it is unhedged and has a different performance fee structure.

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Income

SGH Enhanced Income Trust

The SGH Enhanced Income Trust is designed to provide a regular quarterly income stream alongside medium- to long-term capital growth potential. The Trust aims to outperform the Bloomberg AusBond Bank Bill Index (BAUBIL) by 1% per annum, after fees, over rolling 12-month periods.

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Alternatives

AQR Wholesale Managed Futures Fund

The AQR Wholesale Managed Futures Fund is actively managed and will primarily invest in a portfolio of futures contracts and derivative instruments across the asset classes of commodities, currencies, fixed income, equities and alternative markets.

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Catholic Trusts

Catholic Values Trust

The Catholic Values Trust is an unlisted, open-ended investment trust for tax-exempt Catholic entities seeking faith-aligned investments. It offers quarterly income distributions and targets long-term growth by outperforming the Bloomberg AusBond Bank Bill Index (BAUBIL) by 1.0% after fees, while investing in line with Catholic values and principles.

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Income Trust

The Income Trust is an unlisted open-ended investment trust for tax-exempt Catholic entities, offering quarterly income and potential compound growth. The Trust targets returns of 1.0% above the Bloomberg AusBond Bank Bill Index (after fees) over rolling three-year periods, while investing in line with Catholic values and principles.

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Why choose our investment strategies?

SGHiscock Investment Management specialises in actively managed funds built on rigorous research, deep market insights, and disciplined portfolio construction.

Experienced Portfolio teams

With an average of 25 years’ investment experience, our portfolio managers bring deep expertise and disciplined thinking to the construction of high-quality, actively managed portfolios.

Deep Knowledge and Insights

We apply deep sector knowledge and firsthand company engagement, supported by rigorous, multi-layered analysis, to make informed investment decisions with confidence.

Committed to Active Management

We are active investors by design, constructing portfolios with high conviction, informed by rigorous research and experience, and managed dynamically to capture alpha across market cycles.

Alignment & Long-Term Thinking

Integrity underpins everything we do. As a staff-owned firm, our interests are aligned with our clients with the majority of our investment staff investing in our funds. We invest with discipline, transparency, and a long-term perspective.

High-Quality Funds & Partners

Alongside our in-house capabilities, we partner with best-of-breed global investment managers to provide clients with access to institutional-quality investment strategies across asset classes.

Relentlessly Client Focused

We build genuine, long-term partnerships with our clients, providing direct access to investment professionals and insights designed to deliver meaningful, lasting value.