Populist government policy may impact property and equity markets in 2019

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While the current market cycle is mature, it is unlikely to enter a bear market recession in the next 12 months; however given it is later cycle, heightened focus on value and risk management rather than growth will be key to generating returns in 2019, say investment experts with SG Hiscock & Company. Hamish Tadgell, […]

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Tectonic economic shifts favour active investing in volatile times

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The global macro-economic picture remains dominated by two tectonic shifts and investors should be aware of the ongoing impact of these to identify the best long-term opportunities, says Hamish Tadgell, portfolio manager at SG Hiscock & Company for the SGH20 Fund. “We are in the middle of a major change in the economic and technological […]

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SG Hiscock selects FundBPO for fund administration

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Multi award-winning boutique fund manager SG Hiscock & Company has appointed FundBPO as the new fund administrator and unit registry provider of its Australian equities and property securities funds. Under the arrangement FundBPO will provide fund administration and registry services to 16 SG Hiscock funds and more than 2,900 investors. The funds all follow the […]

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Focus on the company, not the market as volatility reigns

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While the ASX100 companies in aggregate have struggled to grow earnings, there are many other companies with sustainable long-term earnings growth outside of this cohort, says SG Hiscock’s Callum Burns, portfolio manager of the SGH ICE fund. “Some investors are focused on market movements and volatility, and how low the market can go. Our focus […]

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Morningstar awards ‘Silver’ rating to SGH ICE maintains ‘Neutral’ rating on SGH20

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Research house Morningstar has upgraded SG Hiscock’s SGH ICE Fund to ‘Silver’ and maintained its ‘Neutral’ rating of the SGH20 Fund in its latest review*. In its review of the SGH ICE Fund, Morningstar said: “The Fund is a solid strategy, and our enthusiasm for it has continued to grow. “The Fund was recently awarded […]

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SGH ICE fund added to Asgard

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SG Hiscock’s SGH ICE fund has been added to the Asgard platform. The fund, which was launched in 2006, has $200 million in funds under management and is distributed by Equity Trustees. SGH ICE typically invests in mid-to-small cap industrial franchise companies listed on the ASX that deliver robust earnings growth. Callum Burns, portfolio manager, said […]

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Difficult to replicate assets with an entrenched market position the key to performance

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Companies that hold assets which are difficult to replicate, such as brands, licenses, patents, distribution rights, logistical capability and a captive client base, and operate these difficult to replicate assets with the objective of entrenching their products in the marketplace, should be in the sights of investors and advisers looking for superior medium-to-long term performance, […]

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