Alpha FM adds SGH to model portfolios

SGH/alpha-fund-managers/model-portfolio/portfolio/

25 January 2018
| By Oksana Patron |
image
image image
expand image

Infocus Wealth Management’s Alpha Fund Managers has awarded an allocation to SG Hiscock & Company (SGH) for one of its small cap strategies, SGH Emerging Companies Fund.

The fund, which is an actively managed and benchmark unaware strategy investing in ASX listed companies with a market capitalisation below $500 million, delivered a net return of 33.29 per cent over the past three years, according to FE Analytics’ data.

SGH was established in 2001 in Melbourne and the firm specialised in Australian equities and property securities.

SGH’s managing director, Stephen Hiscock said: “We are delighted that a quality institution such as Alpha has conviction in our company and the portfolio manager, Adrian Di Mattina.”

“Adrian has incredible investment acumen and a long track record in small caps investing.”

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 5 days ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 4 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3