SGA Global Growth Fund
PIM3026AU
SGA Global Growth Fund PIM3026AU Strategy
The investment style is a fundamental, bottom-up stock selection approach of 25-35 of the Investment Manager’s best ideas.
SGA believes cash flow growth is the primary driver of stock prices over longer-term time horizons. SGA’s ultimate
objective is to translate the underlying cash-flow growth of portfolio companies into portfolio returns by adhering to a strict valuation discipline to minimise the risk of any valuation compression.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,112.50 | 83.70 | 0.93% |
| CAC 40 | 7,621.04 | 10.97 | -0.14% |
| DAX 40 | 23,846.07 | 88.38 | 0.37% |
| Dow JONES (US) | 44,111.74 | 61.90 | -0.14% |
| FTSE 100 | 9,142.73 | 14.43 | 0.16% |
| HKSE | 24,904.42 | 1.89 | 0.01% |
| NASDAQ | 20,916.55 | 137.03 | -0.65% |
| Nikkei 225 | 40,781.42 | 231.88 | 0.57% |
| NZX 50 Index | 12,880.16 | 3.12 | 0.02% |
| S&P 500 | 6,299.19 | 30.75 | -0.49% |
| S&P/ASX 200 | 8,845.80 | 75.40 | 0.86% |
| SSE Composite Index | 3,624.14 | 6.54 | 0.18% |