The SGH Fund Update
The SGH Fund Update
Podcast Description
Updates for SGH Investment Strategies
Podcast Insights
Content Themes
Covers investment market analyses, portfolio updates, and sector performances with episodes discussing the Australian market trends, gold price surges, and critical minerals investments, including highlights on specific companies like Monty Industries.
Updates for SGH investment strategies
In this quarterly update, David Chen, Portfolio Manager of Catholic Values Trust & Income Trust, outlines how rising inflation, interest rates and geopolitical tensions drove market volatility, highlighting the benefits of a defensive, actively managed and Catholic values-based investment approach.
For more information, please visit the Catholic Values Trust and Income Trust pages.
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This trust update has been prepared by SG Hiscock & Company (SGH) to provide general information only and is not intended to take the place of professional advice. It does not take into account the investment objectives, financial situation or particular needs of any particular person.
Equity Trustees is the responsible entity for the Catholic Values Trust and Income Trust. Neither SGH, Equity Trustees nor any of its related parties provide any warranty of accuracy. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Information Memorandum before making a decision about whether to invest in this product. Follow the link for the full disclaimer: https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.
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