SGH High Conviction Fund Prof Investor - Managed Fund

The objective of the SGH High Conviction Fund Prof Investor managed fund is The Fund invests in a concentrated portfolio of Australian stocks that aims to offer long-term returns in excess of the S&P/ASX 300 Accumulation Index (after fees).

The strategy of the SGH High Conviction Fund Prof Investor managed fund is The Fund is a high conviction, active Australian equity fund. The investment manager believes in allocating capital to high quality ideas where they have conviction and insight, rather than managing to a benchmark. While the fund does not have any targeted style bias over a given cycle, it is likely to exhibit a quality and growth bias as a result of its stock selection process.

The APIR code of the SGH High Conviction Fund Prof Investor managed fund is ETL0373AU.

SGH High Conviction Fund Prof Investor’s total return last month was -0.5%. This was made up of a growth return of -0.5% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

SGH High Conviction Fund Prof Investor’s total return for the last three months was 3.16%. This was made up of a growth return of 3.16% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

SGH High Conviction Fund Prof Investor’s one-year total return is 26%. This was made up of a growth return of 16.8% and an income return of 9.2%. These returns were calculated as at 31 Oct 2024.

SGH High Conviction Fund Prof Investor’s one-year total return is 7.25%. This was made up of a growth return of -2.38% and an income return of 9.63%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the SGH High Conviction Fund Prof Investor managed fund is :

The Responsible Entity for the SGH High Conviction Fund Prof Investor managed fund is Equity Trustees Ltd.

The SGH High Conviction Fund Prof Investor managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 19 Nov 2024, the size of the SGH High Conviction Fund Prof Investor managed fund was $5.98 million.

The SGH High Conviction Fund Prof Investor managed fund has an inception date of 28 Oct 2004.

The current entry price of the SGH High Conviction Fund Prof Investor managed fund is $1.6013 per unit and the current exit price is $1.5933 per unit (as at 19 Nov 2024).

The current exit price of the SGH High Conviction Fund Prof Investor managed fund is $1.5933 per unit and the current entry price is $1.6013 per unit (as at 19 Nov 2024).

The minimum initial investment amount for the SGH High Conviction Fund Prof Investor managed fund is $250,000. Minimum additional investment is $5000.