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Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

Read more
July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

Read more
Latest News
More insights
Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

Read more
July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

Read more
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Latest News
More insights
Catholic Values Trust update and Income Trust update
Catholic Values Trust & Income Trust update – June Quarter 2026

In this quarterly update, David discusses the strong June quarter,…

Read more
July 2026: More Hawks than Doves.

Episode #15 of The Active Investor with SGH dives into…

Read more
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Global equities

We offer a range of actively managed investment strategies specialising in Australian and Global equities and property securities

Global equities

Morgan Stanley Global Quality Fund (Closed)
This Fund invests in High Quality companies that have the ability to consistently compound shareholder returns over time.
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Morgan Stanley Global Sustain Fund
The Fund offers a high-quality approach to ESG investing. The Fund has a low carbon impact and scores well on environmental, social and governance (ESG) factors, as measured by third parties, such as MSCI ESG, relative to broad equity indices such as the MSCI World Index.
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EAM Global Small Companies Fund
The Fund aims to deliver consistent alpha using its Informed Momentum® approach, investing in stocks within the MSCI ACWI Small Cap Index (ex-Australia) across 47 developed and emerging Markets.
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